Arendtsz named MuleSoft, Workato, and Zapier as competitors in the iPaaS and enterprise automation space. Regarding MuleSoft, the host noted that Salesforce acquired MuleSoft at a 21x revenue multiple, a figure Arendtsz did not dispute and used as context for Celigo's own valuation discipline. This multiple is attributed to the Salesforce-MuleSoft transaction as discussed by the host and Arendtsz, not independently confirmed by MuleSoft.
On Workato, the host stated a valuation of $5.7 billion and estimated ARR of $150 million to $170 million, to which Arendtsz responded '$1.70' in apparent agreement with the $170 million figure, though he added 'I'm not here to talk about that.' These Workato figures are the host's framing and Arendtsz's partial acknowledgment, not Workato-confirmed data. Zapier was mentioned as a bootstrapped competitor following a different capital strategy; no financial figures for Zapier were discussed.