Company-wide immutable, time-ordered data log to simplify ETL and lineage

Company-wide immutable, time-ordered data log to simplify ETL and lineage targets a $25B = 125,000 enterprises x $200K ACV (annual enterprise data-platform spend including integration, governance, and streaming add-ons) total addressable market with medium saturation and a year-over-year growth rate of 20% CAGR (enterprise data-platform + streaming + governance combined).

Key trends driving demand: Event-first architectures -- companies are moving from batch ETL to event/stream-first architectures, making a centralized, time-ordered log a natural backbone.; Table-formats & storage economics -- adoption of Iceberg/Delta and cheap object storage enables durable, queryable time-travel datasets without massive cost.; Data governance & compliance demand -- compliance/regulatory pressure increases need for immutable provenance and reproducible lineage.; AI/ML lifecycle tooling -- ML workloads need reliable historical views and replayable data, favoring a single canonical event source for training and evaluation..