Infrastructure & Data Software
· 20 companiesPlatforms used by developers and IT teams to build, deploy, connect, and operate software.
Companies
20
Aggregate Market Cap
$9.19T
Median EV / NTM Rev
6.2x
Median NTM Growth
27.4%
Subsectors
Cloud Platforms & Compute
IaaS; PaaS; container & Kubernetes platforms; serverless; cloud management & FinOps.
5
Data Platforms
Databases; data warehouse/lakehouse; data integration & ETL/ELT; streaming; data catalog, governance & quality.
4
Developer Tools
Source control; IDEs; code quality & testing; artifact/package management; low-code/no-code development.
5
DevOps & Observability
CI/CD; infrastructure automation; APM; log/metrics/traces; incident management & reliability.
3
Integration & API Infrastructure
API management; integration platforms; iPaaS; event infrastructure; identity/connectivity developer services.
0
Networking, Edge & Delivery
CDN; edge computing; application delivery; network automation; connectivity platforms.
2
AI / ML Infrastructure
ML development platforms; MLOps; model hosting/inference; vector databases; data/compute infrastructure for AI.
1
IT Operations & Endpoint Management
IT service management; unified endpoint management; asset management; backup, recovery & storage software.
0