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Docker 2.0 went from $11M to $135M in 2 years

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Re: Docker 2.0 went from $11M to $135M in 2 years

#21

Post by toomuchtodo »

hnarn wrote: post #17
toomuchtodo wrote: post #9

Earlier quoted context omitted.

This issue was brought up in the initial hacker news thread, when Docker was moving towards this pricing model. Here we are, $120M ARR later. https://news.ycombinator.com/item?id=28369570

> Here we are, $120M ARR later. Juicing ARR in a dying company is not rocket science, keep an eye on that number and compare it in 2025 or so to Apple or Microsoft.

Such a strange way to say, “Charging enterprises for value provided.” They’re clearly providing value if customers are paying for it. If you would prefer to spend engineering time rolling your own, that is an option. Paying someone else to make that pain point go away is, clearly, also an option. Tangentially, sell to businesses, not individual devs.

Isn’t this forum supported financially by startups generating value from solving someone else’s problem…for money?

Re: Docker 2.0 went from $11M to $135M in 2 years

#22

Post by alooPotato »

hnarn wrote: post #17
toomuchtodo wrote: post #9

Earlier quoted context omitted.

This issue was brought up in the initial hacker news thread, when Docker was moving towards this pricing model. Here we are, $120M ARR later. https://news.ycombinator.com/item?id=28369570

> Here we are, $120M ARR later. Juicing ARR in a dying company is not rocket science, keep an eye on that number and compare it in 2025 or so to Apple or Microsoft.

The success bar you're defining is that Docker has to be as successful as two generational companies?!?!?!

Also, please explain how one would "juice" ARR to $120M.

Re: Docker 2.0 went from $11M to $135M in 2 years

#23

Post by unity1001 »

hnarn wrote: post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

> Paying for Docker Hub seems like something that people do because they have to short-term

Huh? I normally pay for Docker for hosting container images for K8 to pull from there. Why wouldn't I pay.

Re: Docker 2.0 went from $11M to $135M in 2 years

#24

Post by acdha »

hnarn wrote: post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

> I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you?

Because it's a hard requirement of the license and their salespeople will call your boss to ask why you're using the non-commercial install for company work?

Re: Docker 2.0 went from $11M to $135M in 2 years

#25

Post by Patrol8394 »

hnarn wrote: post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

I think they just cashed out; enterprise had to pay, for now, while evaluating and migrating to free alternatives. I don't think it will be a sustainable growth.

Re: Docker 2.0 went from $11M to $135M in 2 years

#26

Post by hnarn »

VWWHFSfQ wrote: post #19
hnarn wrote: post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

Just like I don't know anybody that pays for Oracle... because I live in a bubble.

Oracle had a 2022 yearly revenue of $42.4 billion. If Docker increased their revenue ten-fold it would still be around 40 times smaller than Oracle.

Re: Docker 2.0 went from $11M to $135M in 2 years

#28

Post by BHSPitMonkey »

hnarn wrote: post #14

> 254% YoY from ~$11M ARR in late 2020 to ~$135M at the end of 2022 just by flipping Docker Hub and Docker Desktop to paid for businesses I have never met a single person who pays, or works for a company that pays, for Docker Desktop. Why would you? Paying for Docker Hub seems like something that people do because they have to short-term, but there’s no genuine selling point to it long-term and I suspect people will…

It's a value-add in macOS-heavy environments since it handles a lot of annoying cross-architecture VM and filesystem management for you under the hood. Of course teams can roll their own alternatives, but that takes more resources (i.e. effort, productivity, money) especially as the number of internal users you need to support grows.

Re: Docker 2.0 went from $11M to $135M in 2 years

#29

Post by cabraca »

candiddevmike wrote: post #13
toomuchtodo wrote: post #9

Earlier quoted context omitted.

This issue was brought up in the initial hacker news thread, when Docker was moving towards this pricing model. Here we are, $120M ARR later. https://news.ycombinator.com/item?id=28369570

Competitive Docker Desktop replacements (podman) are just starting to see adoption IMO. Let's see the number next year. Lots of companies had no other choice but to pay.

Maybe i'm just in a bubble but none of those Docker Desktop replacements work well on a locked down corporate laptop. Sure you can get it to work somehow, manually configuring proxies, dns and stuff. Docker Desktop somehow just works. Thats why we pay for it.
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