San Diego’s AI giant wants to merge with its rival. Together, they’re worth $6 billion

San Diego’s AI giant wants to merge with its rival. Together, they’re worth $6 billion


San Diego-based AI company Seismic on Thursday announced that it will merge with its longtime competitor Highspot. The software companies plan to integrate their platforms, which use AI analytics to help businesses work smarter.

The companies — which each have valuations over $3 billion — will combine and operate as Seismic, led by Rob Tarkoff, Seismic’s new CEO of four months. Robert Wahbe, Highspot’s founder and chief executive, will serve on the board of directors.

“There is a growing demand for technologies that better connect sales strategy to execution and help organizations drive consistent revenue performance at scale, especially in today’s go-to-market environment,” Tarkoff wrote on LinkedIn on Thursday.

Seismic declined a request for comment by the Union-Tribune on what the merger means for San Diego, layoffs and board transitions or details of the deal.

Both companies control major market share in “revenue enablement”—tools that provide insights on how businesses can grow but they each do slightly different tasks.

Seismic is basically Google for work. Sales teams can ask the software questions about products, specific accounts and analyze sales performance. Seattle’s Highspot is like a sales coach that uses AI to watch what’s happening with customers and content, then tells employees what to do next.

Robert Looney, a sales and revenue enablement consultant in Oregon who has directed sales teams for a number of billion-dollar companies, isn’t surprised the two companies merged.

“The two coming together could be really, really good,” he said. “There’s going to be areas where they definitely overlap but bringing them together can reduce the noise in the system and cut friction” for sellers who are juggling too many tools already.

Looney is familiar with both software systems, as he spent almost 20 years at Intel as the director of go-to-market sales enablement.

“The tools and capabilities are so amazing. There is just too much to pick from. With consolidation there is less noise,” he said, making it easier for sellers to make decisions.

Today, Seismic serves over 2,000 enterprise customers with clients like Uber, UPS, IBM, Illumina and Oracle. Highspot’s customers include DocuSign, Workday, Siemens and Adobe.



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