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Salesforce Buys Heroku (YC W08) For $212 Million In Cash

717 pointsby gspyrouover 14 years ago

48 comments

hopelessover 14 years ago
This sounds like stellar news for Heroku employees and investors.<p>I'm not sure how it's going to be good for Heroku customers (like me) in the long-term. There will be the inevitable brain drain over the course of 1-2years when key staff move away as their contract clauses run out and then we'll be left with Heroku being run by SalesForce :(
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plinkplonkover 14 years ago
This is great news for Heroku and YC (congratulations folks!). That said, does anyone have any insights on why exactly SalesForce would buy Heroku? What is the business rationale?<p>"This is Salesforce’s fifth acquisition this year. Earlier purchases include Activa Live, Sitemasher and Jigsaw. Salesforce.com also spent $170 million to fully acquire its Japanese subsidiary, Salesforce Japan."<p>Anyone see a pattern? I don't, but then I am not that business savvy.
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pwimover 14 years ago
I'm happy for Heroku that they got such a great deal, but I have to say I'm disappointed by this. Heroku seemed like they were in a great position to do amazing things. I thought they had a solid revenue model. I had hoped Heroku would be the one doing the acquiring.
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jacquesmover 14 years ago
I can see EngineYard opening a bottle to celebrate as well, $212M in 'mostly stock' would be landing a big one, to be landing it in <i>cash</i> is very good indeed.<p>Congratulations to everybody, especially to the people that brokered the deal on Herokus side, very impressive.<p>In other news, registrars the world over report a large uptick in domain registrations around the twin themes of rails hosting and sushi...
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wouterinhoover 14 years ago
Biggest YC exit so far?
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webwrightover 14 years ago
Wow- congrats. Great bunch of founders who totally deserve this. I think this is the biggest YC exit, no?
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Nrsolisover 14 years ago
I interviewed with Salesforce and I have to tell you that I found their culture a bit ....weird. It's something I couldn't put my finger on but I just had the feeling that they were all in some sort of cult or something.<p>I didn't get the job. Probably a good thing.
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cuchoperlover 14 years ago
heroku 94%<p>pg 6% (early 2008)<p>---<p>$3M Series A (mid 2008) <i>Assuming</i> a $2M pre-money:<p>heroku 37.6%<p>pg 2.4%<p>series A 60%<p>---<p>$10M Series B (2010) <i>Assuming</i> a $5M pre-money:<p>heroku 12.5%<p>pg 0.8%<p>series A 20%<p>series B 66.6%<p>---<p>$212M Exit:<p>heroku $26.5M<p>pg $1.7M<p>series A $42.4<p>series B $141.3<p>---<p>result:<p>series A $3M -&#62; $42.4M // 14X in 2.5 years<p>series B $10M -&#62; $141M // 14X in 1 year<p>pg $17K -&#62; $1.7M // 100X in 3 years<p>All the pre-money valuations are guesstimates/fiction.
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pavsover 14 years ago
How did they come up with 212 million valuation? Genuinely interested to know.
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wccrawfordover 14 years ago
I really hate it when people to give arbitrary numbers to things like 'Cloud 2'.<p>It's still just cloud computing. 'Cloud 2' doesn't actually -mean- anything. It's not a standard. It's not like you can say something is or isn't Cloud 2 by any objective means.<p>It's marketing speak, and who exactly is he marketing it to? All developers see right through it and know it doesn't mean anything. All clients only care that their products work. What tech they're built on doesn't mean a thing.
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cubicle67over 14 years ago
Anyone know what this means for Heroku? I love their service and I'd really hate to see it depart from what it is.<p>I'm really happy for the Heroku guys, but I'm also kind of nervous because I can think of so many ways Salesforce can screw this up.
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vidarover 14 years ago
This should put a hop in the step of all those Heroku-for-Django startups.
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papertigerover 14 years ago
I've honestly never understood why startups want to be acquired (besides the monetary gain for individual employees). Doesn't acquisition often destroy or dilute the very successes they've worked so hard to build? (I worked for an acquisitive company that worsened nearly every product/company it acquired.) Why not just focus on making your business better?<p>Heroku will now be subject to all kinds of pressures and asinine ideas that may not relate to their core offering. As a Heroku user I am concerned and saddened.<p>Can anyone offer any perspective? I'm puzzled by the acquisition mindset.
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balacover 14 years ago
I'm glad the Heroku guys got a well deserved exit like this. It also makes me more confident to develop on the platform.
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maxerover 14 years ago
pg hit the home run on this one
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sdizdarover 14 years ago
Very very good news for Heroku employees and investors. I also hope that Amazon will start bidding war.<p>However, knowing Salesforce (and fact that they have many very very big enemies in this business) I'm concern about future of Heroku offering in the current form. As far as I know, Salesforce is not a hacker company - they remind me a little of Yahoo! (product managers are running the show). And, don't get me wrong, in this case, not being a "hacker company" is a good thing. But, I assume that Heroku will be transformed to be much profitable and target bigger margin businesses.
hristovover 14 years ago
It comes out to about $2000 per ap hosted on Heroku. Pretty good considering most of those aps are probably free. Of course they are hoping for growth, and Heroku has been adding almost a hundred apps per day.
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markbaoover 14 years ago
Wow, I did not see that coming from Heroku. Congratulations all around!
mcxxover 14 years ago
If every Heroku employee would get an equal share from the restricted stock, that means ~ $1M in Salesforce shares per employee. Congrats!
balakkover 14 years ago
Doesn't Heroku use EC2? Would that change?
jacoblylesover 14 years ago
Man, the death of the IPO market and the increasing oligopoly in the tech marketplace is so <i>depressing</i>.
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Kilimanjaroover 14 years ago
Now database.com makes more sense.
stephthover 14 years ago
I'm not entirely surprised. Heroku's manual-scale model has shown a strong focus to sell to the enterprises. The App Engine's auto-scale model (no expenses if no traffic, but always ready to face peaks) is largely friendlier to individuals on a budget.<p>I hope these news will help boost projects like appengine-jruby.
wensingover 14 years ago
Please let the Heroku folks create an interface for Salesforce that doesn't feel like enterprise Java.
kunleyover 14 years ago
I hope this will have them a kick to spread into Europe.<p>For now, as they use only US EC2 regions, it's only possible for many EU-located users to have a prototype or a toy project on Heroku. Believe me, those few routers more and pings &#62; 100ms do make a difference.
kinover 14 years ago
Not that there is any correlation (Heroku's awesome and those guys are simply great talent) but, RoR start-ups seem to be doing amazing nowadays with Hulu in high eval, Groupon rumored to reject a $5B deal, Twitter with its momentum, and now Heroku.
smoodyover 14 years ago
Also, don't forget about potential future value re: their upcoming node.js support. I suspect that'll be even more popular than their rails service at some point in the not-to-distant future.
jcapoteover 14 years ago
I just hope some business guy doesn't go in there and "rethink" heroku
js4allover 14 years ago
Congrats. This is huge.<p>I hope Heroku's Node.JS beta does not suffer from this.
selvanover 14 years ago
Wow. What does it mean for Engine Yard &#38; its investors...
othelloover 14 years ago
It's surprising that it comes out of the blue like this. Had there been any rumor of a coming acquisition in the past few weeks?
PanManover 14 years ago
AFAIK Ycombinator invests about 15K for 6%. That 6% would now be 12 million. That's a 800x ROI. Nice :)
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acconradover 14 years ago
Everyone is happy for Heroku (I'm pretty sure this beats Mint for the canonical "ideal exit" case), and everyone is scared as a customer (I have no idea where I would build and alternatively easy-to-use Rails app that was as cheap).<p>ffffuuuuuuuu
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kondroover 14 years ago
Wow. Didn't expect that. Didn't they just do some more capital raising themselves?
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sixwingover 14 years ago
I'm glad that the Heroku team will continue running the company with some degree of independence. They've done great things for the community, and have amazing vision for the product's trajectory. Congrats, guys!
datsroover 14 years ago
will this affect the pricing model for small ruby builds (Free)? I hope not. As a designer/developer this service has been beneficial to sell Ruby to my more technical clientele.
Jgrubbover 14 years ago
Lots of wellwishers in the Heroku IRC channel this morning...
rdlover 14 years ago
This is great news for everyone in the general cloud infrastructure space too -- expanding the number of viable potential acquirers for startups.
spencerfryover 14 years ago
Congrats, guys! We'll see what comes from this.
rkwzover 14 years ago
What is the significance of this acquisition? Which companies/competitors (Google, Amazon etc) does it affect?
gsivilover 14 years ago
Just a question: how much money YC will earn from that?
SingAlongover 14 years ago
Congrats to the Heroku guys!<p>P.S: Now what happens to the free app quota?
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chopsueyarover 14 years ago
Good work, Heroku!
epynonymousover 14 years ago
27M USD, 30 employees, this is sweet.
kristoferover 14 years ago
wow. this is surprising. they are RoR honchos.
ivankiriginover 14 years ago
fuck yeah!
m0wfoover 14 years ago
So each Heroku app is valued at about $2000?
zackattackover 14 years ago
i always thought heroku was the best-designed site i've <i>ever</i> seen
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