If you check Mulesoft's S1, it doesnt list Boomi as a competitor but lists IBM, Oracle, TIBCO, and appigee
Are you referring to below sentences?
The competitive landscape is fragmented and evolving. We compete against in-house or custom development efforts and a variety of legacy integration software vendors, such as IBM, Oracle, and TIBCO. We also compete with smaller specialized companies, such as Apigee, which was acquired by Google. Larger and more established companies may offer integration and API solutions that directly compete with us. Smaller companies could also launch competing or new products and services.
We believe the principal competitive factors in our market are:
We believe we compete favorably on the basis of the above factors. Some of our competitors have advantages over us, such as greater financial, technical, marketing, research and development or other resources, stronger brand and business user recognition, larger installed customer bases, larger intellectual property portfolios, and broader global distribution and presence.
In my opinion, they don't, because they can't compete against Boomi. No kidding. This is a legal document and not their outbound messaging platform. They know they can't make false claims. MuleSoft's forte is their ESB driven integration between traditional data sources. They can't become cloud-native platform by cloud washing their legacy integration. In the S1, they talk about competing only against in-house or legacy vendors or smaller specialized companies. Here is that excerpt from their S1: "We compete against in-house or custom development efforts and a variety of legacy integration software vendors, such as IBM, Oracle, and TIBCO. We also compete with smaller specialized companies, such as Apigee, which was acquired by Google"
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