Their pivot is questionable to me. I mean when you have drag-n-drop web-crawling software such as Mozenda or Connotate, it seems like it'd be hard to justify the cost, since scraping isn't particularly challenging -- even for non-techies.
The value comes in the understanding, analysis, and application of said data.
That's really what their selling. The web-crawling and scraping is just to get the data to base their analysis on. Business seems to be good for them too.
What are you basing that conclusion to demonstrate that "business seems to be good"? Numbers? Financing? Hiring? etc