Re:Docker Is Raising Funding at $1.3B Valuation
by programd on Friday August 18, 2017 @02:26PM
(#15048564)
Their enterprise pricing is per node. So if enough companies sign on to this, ever box/VM they put docker on brings Docker Inc. revenue. I'm sure at large scale this will be more of a flat rate negotiated deal ($XX,XXX per year) but still that's a lot of potential cash on the table.
The risk of course is that the nobody will want to pay per-node and the community will just invest in the open source container ecosystem and replicate the Enterprise features with plugins and forks.
Still, the market might be big enough that they can become another Red Hat just based on support and stewardship revenue.
Re:Docker Is Raising Funding at $1.3B Valuation
by new299 on Friday August 18, 2017 @02:38PM
(#15048663)
Becoming another Redhat wouldn't be enough to justify investment at this valuation though would it? They need an upside potential 5 to 10x higher than Redhat's current valuation.
Re:Docker Is Raising Funding at $1.3B Valuation
by yeukhon on Friday August 18, 2017 @03:29PM
(#15049046)
Well, valuation is a gamble. You can try to justify the potential growth. The tech community is embracing the adoption and maturity of container-based CI/CD deployment. In the end, some number trick is done, higher valuation is posted, investors (new and old) are going nuts. Some months later, the big guy cash out large of the initial buying and move on to the hot baby in town.
Re:Docker Is Raising Funding at $1.3B Valuation
by axus on Friday August 18, 2017 @02:46PM
(#15048728)
VMware did pretty well, though!
Re:Docker Is Raising Funding at $1.3B Valuation
by ccmonnett on Friday August 18, 2017 @04:25PM
(#15049448)
I think Docker would be quite happy being the 'next VMware', and as an ex-VMW person myself it's hard for me to fault that, too.
Re:Docker Is Raising Funding at $1.3B Valuation
by bluGill on Friday August 18, 2017 @03:38PM
(#15049114)
There are enough things I find as a company user annoying about docker to make me suspect some company will help fund the community fork. We are not quite there, but if docker keeps making changes that break us.
I don't have insight but I'm guessing the valuation comes from the prospects of enterprise sales.[1]
Also, Docker (the company) isn't staying still. We have to assume they will evolve to add future upmarket services on top of Docker that companies will pay for. Investors would see the PowerPoint slides for those future products but we as outsiders don't.
Maybe an analogous situation would be the Red Hat multi-billion valuation even though Linux kernel itself is free and open source.
[1] https://www.docker.com/pricing