Bombora
Sells B2B buyer-intent data pulled from a 5,000-site publisher co-op.
On the record
Checkpoint: Lem0n.ai integration results and team retention window close
The call
Bombora still leads independent intent data by reputation, but growth has flattened and rivals are folding similar data into their own platforms.
Bombora collects signals about which companies are actively buying by combining data from over 5,000 business websites where people have agreed to share what they're looking at. This kind of data is hard to build from scratch because it takes years to get publishers to sign up. However, competitors like 6sense and Demandbase are now offering similar intent signals built into their own all-in-one sales tools, and newer AI companies are starting to do the same thing using different methods. The company's growth has slowed to less than 8% per year and its website traffic is dropping, which suggests customers may be switching to those bundled alternatives. What matters most in the next year is whether Bombora raises new investment, gets bought by a larger company, or stays independent, because each path would tell you something different about whether the business can compete or will shrink.
Why
01
AI pressure: Abmatic AI. Abmatic AI markets itself as a Bombora replacement using first-party, agentic intent, though no verified customer wins yet. Could AI do the core job? Only partly.
02
Bigger players: 6sense, Demandbase, ZoomInfo. All three now ship their own intent data bundled into full ABM suites, cutting the need to buy Bombora separately. Could a giant copy it? Probably.
03
What protects it. A 10+ year consent-based Data Co-op across 5,000+ publisher sites that rivals cannot quickly rebuild.
What would change this call
Bombora closes a fresh priced equity round or is acquired within 12 months. Would show whether the five-year debt-only capital structure finally resolves, signaling investor confidence or a forced sale.
YoY revenue growth for 2025/2026 comes in above or below the 7.7% mark. Shows whether Company Surge and new products like Lem0n.ai reverse the growth plateau or confirm stalling.
Web traffic trend in Crustdata or similar trackers over next two quarters. Indicates whether the 9% QoQ decline continues, stabilizes, or reflects lost mindshare to rivals.
YoY revenue growth for 2025/2026 comes in above or below the 7.7% mark. Shows whether Company Surge and new products like Lem0n.ai reverse the growth plateau or confirm stalling.
Web traffic trend in Crustdata or similar trackers over next two quarters. Indicates whether the 9% QoQ decline continues, stabilizes, or reflects lost mindshare to rivals.
Key numbers
- Revenue ~$56M in 2024, up 7.7% YoY
- Web traffic down 9% QoQ
- No fresh equity since $20M debt round
Named risks
- Five year stale debt only capital structure since April 2021 with no fresh equity pricing as of 2026-07-21.
- 9% quarter over quarter web traffic decline signaling weakening engagement, 2026-06-20.
- AI native first party intent competitors explicitly marketing to displace Bombora's third party co-op model.
- Growth score of 6/100 reflecting only modest 6% YoY headcount growth versus faster-moving rivals.
- Unresolved founder and funding total discrepancies across CB Insights, Pitchbook and Preqin reduce data reliability.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| 6sense | contesting | Cited as closest peer competing on intent data as of 2026-06-20 |
| Demandbase | contesting | Named alongside Bombora in vendor comparison content dated 2026-05-16 |
| ZoomInfo | contesting | Bundles contact and intent signals into broader suite, per 2026-04-30 comparison content |
| Abmatic AI | gaining on | Markets explicit replace Bombora campaign with first party and agentic activation, 2026-05-16, no verified customer wins |
| G2 Buyer Intent | contesting | Listed as direct pricing and feature comparison rival, 2026-05-13 |
Questions people ask
- Is Bombora profitable in 2026?
- Bombora's profitability is not disclosed publicly. Third party estimator Getlatka pegs 2024 revenue near $56M, up from about $52M in 2023, roughly 7.7% YoY growth, but no profit or margin figures have been reported as of 2026-07-21.
- Could AI replace Bombora?
- AI native platforms like Abmatic AI explicitly market replacing Bombora with first party, real time intent data as of 2026-05-16, a vendor claim with no verified customer wins. Bombora's 10 year consent based publisher co-op moat is harder to replicate purely with LLMs.
- Who is Bombora's biggest competitor?
- Bombora's closest peers are 6sense, Demandbase, G2 Buyer Intent, Terminus and Madison Logic, per Crustdata's 2026-06-20 competitor list, with ZoomInfo also cited as an adjacent incumbent bundling similar contact and intent data into broader suites.
- Who owns Bombora?
- Bombora is privately held and venture backed, per Pitchbook, with no IPO or acquisition of the company itself. Founder Erik Matlick moved to Executive Chairman in mid-2024 when Mark Connon became CEO, per Docket.io dated 2026-05-17.
- Has Bombora raised new funding recently?
- Bombora's last disclosed institutional funding was a $20M venture debt round from Runway Growth Capital that closed April 14, 2021, per CB Insights dated 2026-03-24. As of 2026-07-21 that capital structure is over five years stale with no fresh equity round reported.
- What did Bombora acquire in 2026?
- On March 25, 2026, Bombora acquired Lem0n.ai, a Turkish-Swiss AI data platform founded in 2023 and previously valued around $8M, to add AI powered data classification and enrichment capability, with the Lem0n team retained through mid-2027, per Docket.io.
Timeline
- 2026-03-25Bombora acquires Lem0n.ai, a Turkish-Swiss AI data classification platform, for about $8M valuation
- 2025-12Bombora launches Reddit audience activation across 19,000 intent segments
- 2025-10Bombora launches Curated Ecosystem Audiences with Crunchbase, Definitive Healthcare, G2, HG Insights
- 2025-05-27Bombora named Leader in The Forrester Wave for B2B Intent Data Providers, Q1 2025
- 2024-06Mark Connon becomes CEO; founder Erik Matlick moves to Executive Chairman
- 2023-05Mark Connon joins Bombora as President
- 2021-04-14Bombora closes $20M venture debt Loan-II round from Runway Growth Capital
- 2014Bombora founded in New York, NY
Revision history
22 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Working at Bombora (2022-03-31)
- $56M ARR, $168M Valuation (2025-04-09)
- Bombora Financials (2026-03-24)
- Bombora, Headcount, Funding & Open Jobs (2026-06-20)
- Bombora Recognized As a Leader Among B2B Intent Data Providers (2025-05-27)
- Our Data (2026-07-21)
- Pricing, Features & Honest Verdict (2026-05-17)
- B2B Data Provider for Intent, Audience & Identity (2026-06-08)
- Replace Propensity + Bombora + Demandbase with Abmatic AI (2026-05-16)
- Bombora recognized as a leader in The Forrester Wave (2025-08-29)