https://www.quora.com/How-close-is-GitHub-to-returning-to-pr...
https://signalvnoise.com/posts/2486-bootstrapped-profitable-...
http://www.businessinsider.com/github-is-now-worth-2-billion...
It's historically been tough to compare them to Atlassian because Atlassian has provided tons of other enterprise services like Jira and Confluence, and an 8 year lead plus going public, but I think Github is definitely working on better squeezing into the enterprise space with this current announcement.
I was recently at an F1000 company and we did self-hosted GitHub Enterprise. While many services were duplicated across departments, there were a variety of other commercial VCS setups, and our GH was not highly available… there was a ton of buy-in to GitHub Enterprise. And, yeah, we did JIRA and Confluence (and SharePoint…).
I'm doing a gig for a F100 company now and, well, we've got GitLab. I dunno if I'm just more used to GitHub or if I actually prefer it to GitLab.
Ehh... dominance among open source projects, and Hacker News and Reddit thread cool points, is one thing. But in boring old terms of actually making money, how IS GitHub doing?
"Enterprise" is practically a swear word here, but that's where the meaningful paying customers are. From my anecdotal experience, Atlassian absolutely dwarfs GitHub in the enterprise world... and that's just the enterprises that are willing to host code in the cloud to begin with.
For large shops demanding an on-prem solution, GitLab seems to have a much better story than GitHub since that's really their business model bread-and-butter. For GitLab, the cloud hosting is basically just a marketing tool.