Imply

Imply

Real-time analytics platform using Apache Druid

Overview

Imply analyzes large streams of events in real time using Apache Druid, a fast database for interactive analysis of big, event-driven data. Its offerings include Imply Cloud (a managed real-time analytics service) and on-premises deployments that let clients store, query, and visualize data as it arrives. The product suite combines Imply Pivot for interactive data exploration, Imply Clarity for performance analytics, Imply Manager for cluster deployment, and Imply Security for data protection. Its goal is to help tech firms, financial institutions, and other enterprises make fast, data-driven decisions by turning raw event data into actionable insights as it streams in.

About Imply

Simplify's Rating
Why Imply is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Company Size

51-200

Company Stage

Series D

Total Funding

$215.3M

Headquarters

Burlingame, California

Founded

2015

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Simplify's Take

What believers are saying

  • Lumi Loglake launched June 15, 2026, targeting AI-scale telemetry retention pain.
  • Imply claims 70% software and 40% hardware savings versus indexed observability stacks.
  • BYOC Lumi Enterprise keeps customer data inside AWS, easing security and sovereignty objections.

What critics are saying

  • Splunk’s $15-to-$75 host pricing undercuts Imply’s observability wedge in 2026.
  • Databricks and Cribl can bundle observability pipelines, shrinking Imply’s standalone buyer pool.
  • If Lumi adoption stalls, Imply becomes a niche Druid vendor and acquisition target.

What makes Imply unique

  • Apache Druid founders built Imply’s low-latency real-time analytics engine.
  • Lumi Loglake queries logs directly in S3, Delta Lake, and Iceberg.
  • Imply Lumi supports Splunk, Databricks, Grafana, and ANSI SQL workflows.

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Funding

Total Funding

$215.3M

Above

Industry Average

Funded Over

5 Rounds

Series D funding is typically for companies that are already well-established but need more funding to continue their growth. This round is often used to stabilize the company or prepare for an IPO.
Series D Funding Comparison
Above Average

Industry standards

$77M
$70M
Twilio
$80M
Handshake
$100M
Affirm
$100M
Imply

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Fertility Treatment Support

Pet Insurance

Health Savings Account/Flexible Spending Account

Mental Health Support

Life Insurance

Unlimited Paid Time Off

Wellness Program

Home Office Stipend

Commuter Benefits

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-1%
Business Wire
Jun 15th, 2026
Imply launches Lumi Loglake to search logs directly in object storage without indexing

Imply has launched Lumi Loglake, enabling enterprises to search unstructured logs directly in object storage without requiring data catalogues, schema definitions or rehydration workflows. The capability works with AWS S3, Delta Lake and Apache Iceberg. The system addresses rising telemetry data volumes from AI systems, cloud infrastructure and security workloads. By separating compute from object storage, it provisions resources dynamically based on query activity, eliminating the need for always-on indexing infrastructure. Imply claims organisations can reduce software costs by over 70% and hardware costs by over 40% by moving data off indexed storage into low-cost environments. The platform supports multiple query languages including SPL, Spark SQL, LogQL and ANSI SQL/JDBC. Lumi Loglake is available immediately.

Business Wire
Jun 15th, 2026
Imply launches Lumi Loglake to bring interactive log search to object storage.

Imply launches Lumi Loglake to bring interactive log search to object storage. A lakehouse architecture for unstructured logs that enables organizations to search first, optimize later, and dramatically reduce observability and SIEM infrastructure costs SAN FRANCISCO-(BUSINESS WIRE)-Imply today announced Lumi Loglake, an industry-first capability for Imply Lumi that enables enterprises to search unstructured logs directly in object storage. As AI systems, cloud infrastructure, and security workloads generate larger volumes of telemetry data, organizations are increasingly adopting lakehouse architectures and open storage environments to control infrastructure costs and retain more data. But observability and security teams work with unstructured machine data, where investigations often begin without knowing in advance which fields, patterns, or events will matter. Showcased this week at the Databricks Data + AI Summit, Lumi Loglake enables organizations to search and investigate unstructured logs directly where they are stored - including AWS S3, Delta Lake, and Apache Iceberg - without requiring data catalogs, schema definitions, or rehydration workflows. Built for Today's Economics of AI-scale Telemetry "AI is generating more telemetry than organizations can afford to index," said Eric Tschetter, Chief Architect at Imply. "Lumi Loglake gives teams a new way to retain, search, and investigate that data without the cost and complexity of always-on indexing architecture. By bringing interactive log search directly to open storage, Loglake applies the economics and flexibility to lakehouse architectures to operationalize log data." Traditional observability architectures often require logs to be cataloged, structured, and indexed before they become searchable. That model made sense when data volumes were manageable. At AI scale, it forces teams to make upfront decisions about what to retain and index before they know what will matter, creating operational overhead and making costs difficult to control. Lumi Loglake separates compute from object storage, allowing organizations to scale telemetry retention independently from infrastructure costs. Compute resources provision dynamically based on query activity, eliminating the need for always-on indexing infrastructure while keeping historical telemetry instantly accessible. Teams can retain significantly more data in object storage, search it immediately, and apply indexing only where it delivers value. Lower Infrastructure Costs and a Simpler Path Beyond Traditional Observability Architectures Organizations using Lumi Loglake can reduce software costs by 70% or more and hardware costs by 40% or more by moving data off always-on indexed storage and into low-cost open storage environments such as Amazon S3. For Splunk customers, that represents a practical migration path. Rather than keeping large volumes of data inside Splunk's indexing tier, organizations can retain historical telemetry in S3 while continuing to query it using SPL and receive native Splunk events. Analysts keep the experience they know while organizations gain the flexibility and economics of open storage. Teams can query the same datasets across multiple platforms without duplicating storage, including Splunk using SPL, Databricks using Spark SQL, Grafana using LogQL, and AI and BI platforms using ANSI SQL/JDBC. Lumi Loglake Reflects a Broader Shift in Observability As teams rethink how telemetry data is stored, retained, and operationalized at scale, industry analysts see growing demand for more flexible observability architectures. "Traditional observability pricing models are forcing teams into visibility tradeoffs at the exact moment AI systems are driving unprecedented telemetry growth," said Stephen Catanzano, Principal Analyst at Omdia. "As infrastructure complexity and data volumes continue to rise, organizations are looking for more scalable approaches that improve operational flexibility without significantly increasing costs." "Observability and SIEM require analyzing mountains of data without prohibitive cost or complexity," said Kevin Petrie, Vice President of Research at BARC. "Lumi reduces this tradeoff by searching logs in object storage without the overhead of indexing, cataloging, or schemas. Collecting all these logs in a cloud lakehouse also creates opportunities beyond observability, because telemetry data can enrich other analytics and AI initiatives." Loglake addresses that challenge by making data stored in object storage operationally accessible for observability and SIEM investigations without requiring teams to build and maintain additional indexing infrastructure. About Imply Imply is the company behind Lumi, the modern data layer for Observability, Security, and AI. Imply Lumi is an observability warehouse that helps organizations to keep more data, search it faster, and spend less, without changing their existing tools. Founded by the original creators of Apache Druid(R), Imply delivers cloud-native infrastructure trusted by leading enterprises worldwide. Backed by a16z, Bessemer Venture Partners, and Thoma Bravo, Imply is headquartered in Silicon Valley with operations across North America, EMEA, and APAC. Learn more at Imply.io. (C) 2026 Imply Data, Inc. Imply, the Imply logo, Imply Lumi and Polaris are either trademarks or registered trademarks of Imply Data, Inc. in the U.S. and/or other countries. Apache Kafka, Apache Druid, Druid and the Druid logo are either registered trademarks or trademarks of the Apache Software Foundation in the U.S. and/or other countries. All other marks and logos are the property of their respective owners. More News From Imply SAN FRANCISCO-( BUSINESS WIRE )-Imply launched Lumi Enterprise, a BYOC offering of Imply Lumi for AWS that cuts costs up to 80% while maintaining security and control... SAN FRANCISCO-( BUSINESS WIRE )-Imply, the company behind Lumi, the modern data layer for observability, today released The Breaking Point for Observability Leaders report. The new research is based on a survey of senior observability and platform leaders at large enterprises, examining how data growth, retention limits, and cost pressures are reshaping observability strategies. The findings show a widening gap between what teams spend on observability tools and the value they receive amid surg... Imply. Release Summary Imply today announced Lumi Loglake, an industry-first capability that enables enterprises to search unstructured logs directly in object storage. Release Versions

Associated Press
May 7th, 2026
Imply launches Lumi Enterprise, a bring-your-own-cloud offering to cut observability costs by up to 80%

Imply has launched Lumi Enterprise, a Bring-Your-Own-Cloud offering designed for observability data. The service runs entirely within customers' AWS environments, allowing organisations to maintain data sovereignty whilst eliminating operational overhead. Unlike traditional BYOC models, Imply does not require direct IAM access to customer environments. A lightweight client deployed within the customer's AWS account manages updates and sends telemetry to Imply's management plane whilst keeping data, encryption keys and infrastructure under customer control. The company claims organisations can reduce observability storage and investigation costs by 60-80% compared to traditional indexing approaches. Imply's compression technology enables storage of one terabyte of raw data using only one-third the storage capacity. Imply is backed by a16z, Bessemer Venture Partners and Thoma Bravo.

Solutions Review
Sep 12th, 2025
Analytics and Data Science News for the Week of September 12; Updates from Plotly, Sigma, ThoughtSpot & More

Imply has rolled out Imply Lumi, a vertical AI analytics platform tailored to power real-time business intelligence across key industries.

Business Wire
Jan 31st, 2024
Imply Honored With 2023 Confluent Rising Star Partner Of The Year Award

BURLINGAME, Calif.--(BUSINESS WIRE)--Imply, the company founded by the original creators of Apache Druid®, is proud to announce its receipt of a 2023 Confluent Partner Award. This recognition is for partners who play a key role in empowering customers to drive innovation with real-time data.Imply was recognized for its ongoing efforts in continually expanding its partnership with Confluent in FY23, laying the foundation for organizations to accelerate the development of real-time analytics applications. Industry-leading and digital-native organizations are leveraging these applications to interact with data at massive scale to deliver better product offerings, streamline operations, and improve customer experiences.This foundation brings together Imply and Confluent’s cloud-managed services for Druid and Apache Kafka®, respectively, offering developers:Real-time analytics on streaming data of any scale: Stream millions of events per second from Confluent to Imply Polaris, the cloud database service for Druid, with subsecond latency—making data instantly available for real-time analytics.A connector-free experience: Ingest data from Confluent directly into Polaris without installing and managing a connector.Cloud-native, fully-managed real-time architecture: Build real-time applications on Kafka and Druid without production risk and without infrastructure management, while accelerating time to value for real-time analytics.Organizations can now deliver a simplified experience for analyzing Kafka streams via Druid, the real-time analytics database built for streaming data. The seamless integration of Imply Polaris with Confluent Cloud makes it easier to use real-time data in various industries and use cases, including security and fraud analytics, product analytics, IoT/telemetry analytics, and application observability."We’re honored to receive the Confluent Rising Star Partner of the Year Award, reflecting our deepened relationship to create better business outcomes for customers unlocking the power of leveraging real-time data,” said John Broad, Vice President, Partners & Alliances at Imply. “Working alongside the Confluent team has been transformative for us, as evidenced by our rapid year-over-year growth, and we look forward to many more years of success together.”Connect with Confluent Partner ProgramThe Connect with Confluent Partner Program provides our users direct access to Confluent Cloud, the cloud-native data streaming platform. With its worldwide partner networks, including cloud service providers, systems integrators, and technology companies alike, Confluent ensures our customers receive the absolute best experience when working with real-time data.Confluent selected Imply for the Rising Star Partner of the Year (ISV) award, recognizing significant year-on-year growth.“We’re excited to recognize excellence across our partners within the data streaming ecosystem

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