What StreamNative does

StreamNative is a cloud-native data streaming company founded in 2019 by the creators of Apache Pulsar (CEO Sijie Guo and CTO Matteo Merli, the PMC Chair of Apache Pulsar). The company provides managed real-time messaging, streaming, and AI-ready event processing platforms for enterprise platform, data, and AI teams at Fortune 500s and unicorns. Its core technology is Lakestream, a lakehouse-native streaming architecture built on the proprietary Ursa engine — a leaderless, diskless storage engine using a WAL + Parquet two-tier model on object storage (recognized with the VLDB 2025 Best Industry Paper). StreamNative offers four primary product lines: a Native Apache Kafka 4.0+ service and a Pulsar service (both powered by Ursa), the Orca Agent Engine for production agentic AI, and connectivity tooling including Universal Connect (200+ production-ready connectors) and Universal Linking (Kafka federation with lakehouse table materialization).

The business model is predominantly subscription-based SaaS with consumption elements. StreamNative Cloud is sold in four deployment models — Serverless (PAYGO, autoscaling), Dedicated (single-tenant with SLAs of 99.95%–99.99%), BYOC (control plane on StreamNative, data in customer VPC), and Private Cloud (on-premises) — and is listed on AWS Marketplace (since 2021), Google Cloud Marketplace (since April 2023), and Azure Marketplace (since December 2024) with consolidated billing. Revenue is supplemented by 24/7 enterprise support contracts and channel-driven deployments via a formal Partner Program spanning technology partners (Databricks, Snowflake, Ververica), system integrators (Calsoft), cloud partners (AWS, Azure, GCP), and affiliates. Self-serve adoption is enabled through StreamNative Cloud console with $1,000 credits for new Kafka users and $200 credits for Snowflake integration users.

Named enterprise customers include Cisco (IoT Control Center managing 245 million devices across 17 geo-replicated deployments), Iterable, Narvar, Yum China, Blueshift (250+ microservices, 50+ TB/day), Q6 Cyber (85+ billion threat-intelligence records), Safari AI (50,000+ cameras, 50% cost reduction), Transport Exchange Group (500,000+ notifications/day), Intelcom, and Unify. Customer segments cluster around platform and infrastructure teams modernizing Kafka/Pulsar, data and analytics teams streaming into Iceberg/Delta, and AI/application teams deploying event-driven agents on governed live data.

Name

StreamNative

Legal name

StreamNative

Website

https://streamnative.io

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

StreamNative provides cloud-native, lakehouse-native data streaming and messaging platforms — native Apache Kafka, Apache Pulsar, and the Orca Agent Engine — built on the proprietary Ursa storage engine, serving enterprise platform, data, and AI teams.

Ownership category

akta.pro rank

Product category

Cloud Data Streaming Platform

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Services-Prepackaged Software (7372)

akta.pro primary industry

Data & Analytics Platforms (Data Warehousing, Lakes, Streaming) (HDABAAAF)

akta.pro secondary industries

Event Streaming & Pub/Sub Platforms (HDAEAIAD), Real-Time / Streaming Data Warehousing (HDAEABAF), Cloud-Native Application Development (Containers/Kubernetes/Serverless) (BPAEAFAE)

Keywords

• Cloud data streaming
• Managed Kafka service
• Lakehouse streaming architecture
• Real-time messaging platform
• Event-driven AI agents

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. StreamNative Cloud (Managed Service): Fully managed cloud service for Apache Kafka and Apache Pulsar powered by the Ursa engine. Offered in four deployment models: Serverless (auto-scaling, pay-per-use), Dedicated (single-tenant isolation), BYOC (customer's cloud account), and Private Cloud. Revenue is subscription-based with consumption elements for Serverless. Available on AWS, Azure, and Google Cloud Marketplaces with consolidated billing.
2. Enterprise Support & SLA Contracts: Enterprise contracts with service level agreements: 99.95% uptime SLA for single-zone deployments and 99.99% for multi-zone deployments, with 24/7 support from Pulsar experts. Additional professional services for onboarding, migration, and deployment.
3. Partner Program Revenue: Revenue flows through system integrators and channel partners including Calsoft, Pinecone, Risingwave, Zilliz, and others. Partners help expand data streaming capabilities and drive enterprise deployments.

Pricing tiers

Go-to-market motion5 records

Distribution channels6 records

Marketing channels9 records

Core offering

StreamNative provides a cloud-native real-time data streaming and messaging platform built on Apache Pulsar and its proprietary Ursa engine. It sells managed Apache Kafka and Apache Pulsar services that unify streaming, queuing, and lakehouse storage on a single engine, plus the Orca Agent Engine for running governed AI agents on streaming data. Offerings are delivered as managed cloud services on AWS, Azure, and Google Cloud via Serverless, Dedicated, BYOC, and Private Cloud deployment models.

Product overview

StreamNative is a cloud-native data streaming company founded by Apache Pulsar creators, offering a unified platform for real-time messaging and streaming. The core architecture is Lakestream — a lakehouse-native streaming architecture that treats streams as first-class lakehouse primitives alongside tables. The platform is powered by the Ursa Engine, a leaderless, diskless cloud-native storage engine that won the VLDB 2025 Best Industry Paper award. StreamNative offers two primary protocol services: Pulsar Service for production-proven messaging queues with multi-tenancy and geo-replication, and Kafka Service for native Apache Kafka 4.0+ with up to 95% lower TCO. The Orca Agent Engine provides secure runtime for AI agents on enterprise data. Deployment options include Serverless (GA on AWS, GCP, Azure), Dedicated, BYOC, and Private Cloud. Connectivity is enhanced through Universal Connect (200+ connectors for Kafka and Pulsar) and Universal Linking (federation for Kafka replication with topics-to-tables). A partnership with Ververica adds managed Apache Flink for stream processing.

Differentiator

Problem solved

Functional benefit

Brands

• Ursa: Cloud-native storage engine with WAL + Parquet two-tier model on object storage - the foundational data layer for lakehouse-native streaming
• Orca
• UniLink
• UniConn
• Lakestream
• Universal Linking
• Ursa Engine

Products and services

• Ursa Engine Cloud-native, leaderless, diskless streaming storage engine that powers all StreamNative Cloud clusters. Uses a WAL + Parquet two-tier model on object storage with built-in support for Apache Iceberg and Delta Lake formats, delivering low-latency writes and analytics-ready compaction. Winner of VLDB 2025 Best Industry Paper award.
• Native Kafka Service

Quantifiable outcome

• Up to 95% lower Kafka TCO vs. traditional broker-based Kafka
• +11 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability5 records

Feature12 records

Partnerships

Nine partnerships are on record, tiered flagship, core and minor.

• DatabricksflagshipTechnology or Integration · 30 September 2025StreamNative and Databricks partnership enables enterprises to stream data directly into the Databricks Lakehouse. Multiple integration options: native Unity Catalog integration (streaming to managed Delta tables), Lakehouse Connector for configurable batch/streaming sink, Pulsar Spark Connector for batch and structured streaming, and standard Kafka Spark Connector. Supports exactly-once processing and checkpoint-based recovery.
• SnowflakeflagshipTechnology or Integration · 12 May 2025StreamNative partnered with Snowflake to enable cost-effective real-time data streaming to Snowflake through a 'Streaming Augmented Lakehouse' architecture. The integration allows Kafka messages published to StreamNative Ursa Cluster to be stored directly in object storage in Iceberg format, accessible via Snowflake Open Catalog without copying data via connectors. Also integrates with Snowflake Horizon Catalog for governed, AI-ready real-time data.
• CalsoftcoreImplementation/ SI/ Consulting Partner · 4 April 2025Calsoft and StreamNative partnered in April 2025 to enhance real-time data streaming solutions by optimizing costs and performance through a leaderless architecture. The partnership aims to simplify Apache Kafka and Pulsar workloads for enterprises, with Calsoft providing implementation and consulting services for StreamNative deployments.
• Microsoft AzurecoreTechnology or Integration · 9 December 2024StreamNative partnered with Microsoft Azure to deliver fully managed data streaming on Azure infrastructure. Launched on Azure Marketplace December 2024 with Serverless and BYOC deployment models. Integrates with Azure Blob Storage (tiered storage), Azure Kubernetes Service (AKS), Microsoft Entra ID (SSO), and Azure Virtual Network. Supports geo-replication across Azure regions for disaster recovery.
• VervericacoreStrategic or Co-development Partner · 1 October 2024Partnership since 2021 (first 'Powered By Ververica' partner for StreamNative Cloud). Joint BYOC offering launched October 2024 enabling customers to run both managed Flink (powered by VERA engine) and managed streaming in their own cloud accounts. Together they deliver complete real-time data processing stack: StreamNative for transport, Ververica for processing. Enables end-to-end streaming pipelines with exactly-once processing guarantees.
• Google Cloud Platform (GCP)coreTechnology or Integration · 1 April 2023StreamNative partners with Google Cloud with Google Cloud Ready — BigQuery designation. Available on Google Cloud Marketplace since April 2023 with GCP-native billing. Integrates with GKE, Cloud Storage, and Workload Identity. BigQuery connectors powered by Ursa Engine stream data directly into BigQuery tables for real-time analytics without batch ETL.
• Amazon Web Services (AWS)coreTechnology or Integration · 20 September 2021StreamNative is an AWS Partner delivering fully managed Apache Kafka and Apache Pulsar services on AWS infrastructure. Available on AWS Marketplace with both PAYGO and annual subscription billing. Deep integration: Amazon S3 for tiered storage, Amazon EKS for orchestration, AWS IAM for auth, AWS PrivateLink for private connectivity. Ursa Engine GA on AWS delivers up to 3x more throughput at lower cost.
• System Integrators (General)coreImplementation/ SI/ Consulting PartnerStreamNative Partner Program includes System Integrators that specialize in designing and implementing comprehensive data streaming architectures tailored to enterprise needs. Calsoft is a named example providing consulting services for StreamNative deployments.
• Affiliates (General)minorChannel Partner/ Reseller/ DistributorStreamNative Partner Program includes Affiliates that refer StreamNative Cloud to their networks. Leveraging industry expertise and network reach to connect businesses with the platform.

Scale indicators19 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Confluent: Confluent is the leading managed Apache Kafka provider and StreamNative's most direct competitor. Both offer cloud-native managed Kafka and Pulsar-style streaming with enterprise SLAs; StreamNative's Ursa-based native Kafka service competes head-to-head against Confluent Cloud on cost (up to 95% lower TCO claim) and lakehouse integration.
• Redpanda Data: Redpanda is a Kafka-compatible streaming platform built in C++ for higher performance and lower cost. It targets the same enterprise workloads as StreamNative's UFK (native Kafka service) and competes on price-performance, making it a direct alternative for cost-conscious Kafka replacement buyers.
• Ververica: Ververica (originally data Artisans) is the company behind Apache Flink and offers managed Flink as a service. While StreamNative is a Ververica partner for joint BYOC Flink offerings, both compete for end-to-end streaming workloads — Ververica on stream processing, StreamNative on the streaming backbone.

Broad incumbents

• AWS (Amazon MSK / Kinesis): AWS offers Amazon Managed Streaming for Apache Kafka (MSK) and Amazon Kinesis Data Streams as broad managed streaming services. While less specialized than StreamNative, AWS is the default enterprise choice and competes via bundled cloud agreements, IAM integration, and marketplace procurement — exactly the channels StreamNative also targets.
• Microsoft Azure (Event Hubs): Azure Event Hubs is Microsoft's managed streaming ingestion service, deeply integrated with Azure data services and Entra ID. It competes with StreamNative's Azure Marketplace offering in enterprise Azure environments where procurement defaults to native cloud services.
• Google Cloud (Pub/Sub): Google Cloud Pub/Sub is GCP's managed messaging service, integrated with BigQuery, Dataflow, and GKE. As a StreamNative partner and marketplace host, it also competes directly for greenfield streaming workloads on Google Cloud.

Emerging players

• RisingWave Labs: RisingWave is an open-source streaming database for real-time analytics, positioned as a Postgres-compatible alternative to Flink. As a StreamNative partner, it provides complementary stream processing; for streaming SQL use cases, RisingWave overlaps with StreamNative's data analytics positioning.
• Materialize: Materialize is a streaming SQL database built on differential dataflow, targeting real-time analytics on streaming data with incremental view maintenance. It competes for real-time analytics workloads where StreamNative's Ursa + Iceberg/Delta lakehouse integration also plays.
• WarpStream (by Confluent): WarpStream (acquired by Confluent) offers a Kafka-compatible streaming service built directly on object storage with no brokers — architecturally closest to StreamNative's Ursa engine. It competes head-to-head with StreamNative UFK on the same cost-from-object-storage thesis.

Others

• Starburst (Trino): Starburst provides an enterprise Trino-based analytics platform that queries data across lakehouses and data warehouses. It is an adjacent ecosystem partner (StreamNative references joint webinars) and competes indirectly for the analytics layer that StreamNative's Ursa engine feeds via Iceberg/Delta.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/streamnativeio
• Facebookfacebook.com/streamnative
• LinkedInlinkedin.com/company/streamnative

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds4 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about StreamNative