Most comments here focus on the immediate revenue potential. But this is part of a much larger ecosystem, that spends billions of dollars deploying enterprise marketing platforms with Adobe, IBM, SAS, Oracle. Performance Optimization is just one of the many areas in this space.<p>The enterprise marketing platform is an area ready for disruption. Few large, expensive and slow players. Most offering clunky proprietary products, that require a huge learning curve.<p>After (if?) Optimizely solidify presence in this space, they can move up the food chain: tagging, re-targeting, DMP, personalization, campaign management, content management, etc.<p>So far they're off to a good start. And worst case scenario, they'll be acquired by Adobe and will become the new version of Test & Target.