LogicMonitor Company Growth, Stability & Outlook

Which metric or milestone best captures strength this year — and why is it credible?

The clearest indicator of our strength is how we're scaling AI-powered observability across increasingly complex, hybrid environments. Today, we process a trillion metrics daily across more than 5 million devices, creating the data foundation for intelligent automation, real-time insights and emerging agentic IT operations.

A defining milestone this year was our acquisition of Catchpoint. It extends our platform beyond internal infrastructure into the internet layer, enabling true end-to-end observability from data centers and cloud environments to last-mile user experience. As performance becomes more dependent on third-party networks and services, this level of visibility and control is essential.

We've paired this with strong customer momentum. We support nearly 2,900 global customers with approximately 95 percent retention and continued enterprise expansion.

We're defining the next wave of AI-driven IT operations. For engineers and operators, that means working on high-scale data systems, real-world AI applications and products that directly impact how modern businesses run. This is a moment where the technology, the market and the team are all aligned — and that's a rare place to build.

Where are you strongest competitively — and what proof backs that?

Our strength is in delivering a unified observability platform powered by AI and agentic automation. With Catchpoint, we've extended observability beyond traditional infrastructure into internet performance and digital experience, giving teams full context across the entire service delivery chain. 

In modern environments, issues don't just originate inside the data center. Without end-to-end observability, including the internet layer, teams operate with blind spots. We close that gap and layer in AI-driven analysis and automated workflows to move from detection to intelligent, increasingly autonomous resolution.

At our scale, processing nearly 2 trillion metrics daily, we turn data into real-time action. And we do it in a single platform that brings observability, AI and automation together, eliminating the need for fragmented tools.

The proof is in enterprise adoption. Customers are consolidating onto our platform to simplify operations and accelerate outcomes.

For talent, this is what stands out: we're not maintaining legacy systems. We're building agentic systems at scale, solving problems without playbooks and giving teams real ownership in shaping the future of IT.

What expansion bet excites you — and which leading indicator will you watch?

The expansion bet we're most excited about is building a unified platform that brings together observability, AI and agentic IT automation across infrastructure and the internet. Catchpoint is central to that strategy, extending us from internal systems to full digital experience.

This drives a shift from reactive monitoring to proactive, AI-driven, increasingly autonomous IT operations where systems don't just detect issues, but reason and act on them.

The key leading indicator is how quickly customers adopt these capabilities, especially AI-driven features and internet-layer observability. Customers generating over $100,000 in ARR represent roughly 80 percent of our revenue and are growing around 25 percent year-over-year. Their expansion signals real value.

We also track how deeply we integrate into workflows. As customers consolidate onto a single platform, it signals both deep trust and a move toward autonomous, AI-driven IT operations.

For talent, this is the opportunity; joining a team building the systems that will define how IT operates over the next decade. It's high-impact work, at real scale, with the ability to shape both the product and the category in real time.

Catchpoint is now LogicMonitor Digital Experience.

I’ve written the word Catchpoint on whiteboards, contracts, and slides for 17 years, and watching it change is not nothing. The name was never the point, though. Behind it was a question our customers kept asking, one CIOs still ask: what are my users experiencing right now, and why?

That question is why we joined LogicMonitor in December 2025. Since then, we’ve made progress connecting what users experience across the Internet with what LogicMonitor sees inside the infrastructure and applications that serve them. Digital Experience alerts can now feed into Edwin AI for correlation, and we’ve introduced no-code transaction testing to help teams more easily monitor critical journeys such as login and checkout. 

The LogicMonitor Digital Experience name reflects that work and our place within the broader LogicMonitor platform. Our mission carries forward: helping teams understand what their users are experiencing, why it is happening, and where to act.

Experience Extends Beyond Your Systems

When we started, teams already depended on networks and providers they didn’t own, but the list was shorter. Today a single login or checkout depends on DNS providers, CDNs, cloud regions, third-party APIs, SaaS platforms, ISPs, the model providers and inference endpoints behind every new AI feature, and the Wi-Fi in somebody’s kitchen. You own few of these dependencies, and visibility into them is limited. The median page on the 1,000 most popular sites makes 129 third-party requests, according to the 2025 Web Almanac.

That’s why application and infrastructure monitoring, as essential as they are, only tell part of the story. They tell you how the things you run are behaving. They don’t tell you what happened to the request on its way to the user, or what the user saw when it got there.

Internal monitoring shows the systems you run. Users experience the whole delivery chain.

I’ve watched versions of this play out in different ways over the years. In 2018, Box experienced broad service issues. Before it started testing from the customer’s side, it had a good view of its web app but little visibility into what customers experienced through its APIs. For a company that handles three to five billion public API calls per day, that’s a problem. 

A recent example went the other way: a global payments platform’s internal dashboards looked fine, but synthetic tests showed performance degradation in several regions. The outside view caught what the inside view missed. Many incidents need both. 

Connecting “our systems are up” to “our users are fine” has guided our work for 17 years. Since joining LogicMonitor, we’ve continued that work for longtime customers and extended it to more teams. Catchpoint is exceeding its targets year to date in 2026, reflecting continued demand for visibility into how Internet performance affects the experiences teams deliver.

Four Problems Customers Bring Us

LogicMonitor Digital Experience is the experience and Internet-context layer of the LogicMonitor platform. But customers don’t come to us for specific products or features. They come with a problem. Four show up again and again: 

• Application resilience. Will checkout, login, and payment work right now, from everywhere our customers are, and what did real users actually experience when they got there?
• Workforce productivity. Why is the workforce slow in Salesforce or M365 this morning, and is it the laptop, the corporate network, or the provider?
• Internet performance. When something breaks between us and our users, is it us or them, and can we prove it to the ISP, CDN, or cloud provider we are paying? This is Internet Performance Monitoring, the use case Catchpoint helped define, and it continues as a core use case within Digital Experience.
• AI service reliability. Are the model endpoints, inference APIs, and agent workflows our AI features depend on available and performing, from the places they are actually called?

All four rest on the same fact that IPM was built on: the Internet is a dependency of your production environment, and so, increasingly, are the AI services running on it. What carries forward is the way we see that dependency, from thousands of public and private vantage points, now connected to what LogicMonitor sees inside the environment.  

Four Views of the Same User Experience

Understanding experience means looking at it from several angles at once. The four products in LogicMonitor Digital Experience each give you one.

• Synthetics tests the journeys that matter, from where your users are, around the clock, so teams can find failures before users report them.
• Real User Monitoring (RUM) shows what real users experienced across browsers, devices, and networks, including where they dropped off.
• Endpoint Monitoring covers the employee’s laptop, home network, VPN, and the SaaS apps they’re trying to reach, so IT can see whether a problem starts with the device, the corporate network, or a provider.
• Internet Sonar provides professionally curated internet health data to track major providers and services, so teams can understand widespread disruptions without monitoring each provider themselves.

Each product shows a different perspective on the same user experience, and each of the four problems above draws on more than one of them. Connecting those perspectives, and connecting them to what is happening inside your infrastructure, is where the LogicMonitor platform comes in. 

Where Digital Experience Fits in Autonomous IT

For most of my career, outside-in and inside-out monitoring lived in separate worlds: different tools, different teams, different budgets, and too many incidents spent arguing about whose data was right. 

LogicMonitor is building toward Autonomous IT: a closed loop in which unified telemetry, business-aware context, AI-driven reasoning, and governed action operate as one system, not a collection of tools. Digital Experience is the experience and Internet-context layer of that system. LM Envision is the infrastructure foundation underneath it. And Edwin AI, LogicMonitor’s AI operating layer for IT operations, is becoming the front door teams use to investigate, prioritize, and respond across it all. That is one platform, not three products sharing a logo.  

Here is what that means for the teams I talk to. When experience degrades, whether for a customer at checkout, an employee using a SaaS tool, or an application calling a model API, the investigation starts from what the user saw. It follows the request across the Internet and correlates it with what is happening inside the environment, with Edwin AI guiding the next step within the controls the team sets. Less time arguing about whose data is right. More time fixing. 

AI workloads make this more urgent. Many AI features a company ships depend on model providers, inference endpoints, and agent workflows it doesn’t own, with latency and availability that vary by region and by hour. Those are Internet dependencies in exactly the same sense as a CDN or a payments API, and they need the same outside-in view: tested from where they are called, measured against what the user actually experienced, and correlated with the infrastructure behind them. We’ve taken the 3100+ global observability endpoints developed at Catchpoint and enhanced them to deliver real-time AI workload reliability insights for our customers. And this is an area where we will continue to invest. 

Catchpoint started because I got tired of finding out about outages from customers. That motivation hasn’t changed, and I’m glad to pursue it now with a much larger team. 

The opportunity ahead is bigger than a new name. It is about connecting what we know about what users experience with what LogicMonitor knows about the systems and services behind it, so teams can understand problems sooner, find their causes faster, and act on them with confidence. That is how IT leaders move from managing incidents to protecting growth.