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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

#31

Post by hnarn »

alooPotato wrote: post #22
hnarn wrote: post #17

Earlier quoted context omitted.

> 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.

Assuming I meant absolute dollars is absurd, I was talking about sustaining or increasing revenue. That should, if anything, be easier for a small company.

In theory it’s simple and it’s happened many times: If you have a company with a lot of users but no income stream, you can hold those users hostage without adding much value, just find something that causes immense discomfort if it disappears and charge for it. Profit skyrockets, customers leave over time, the company dies.

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

#32

Post by benatkin »

unity1001 wrote: post #23
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.

...because GitLab also has a convenient container registry

Also Google Cloud, Amazon, Azure, and even DigitalOcean.

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

#33

Post by unity1001 »

benatkin wrote: post #32
unity1001 wrote: post #23

Earlier quoted context omitted.

> 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.

...because GitLab also has a convenient container registry Also Google Cloud, Amazon, Azure, and even DigitalOcean.

Ok. Docker is also a convenient container registry. And its independent of ALL of those infrastructures so if i cancel any of them or move elsewhere, Im still good. So why should I not pay for Docker?

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

#34

Post by hnarn »

Patrol8394 wrote: post #25
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.

My point exactly, I see very little proof that this is without a doubt a “reboot” of the company from a financial standpoint, it looks more to me like finding income out of desperation while doing nothing to improve the base value prop. But I could be wrong, I don’t wish for Docker to fail more than anyone else.

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

#35

Post by warinukraine »

paxys wrote: post #8

I remember everyone had written Docker off for dead when they announced their updated pricing plans, but they really made perfect sense, and I am happy to see the company recover. A large chunk of the tech world today relies on their products, but they were making next to nothing for it. It is definitely worth it for large companies to throw a few dollars their way considering the massive amount of value they are get…

What's Docker Desktop exactly?

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

#36

Post by adriancr »

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 suspect people will migrate to self hosted solutions if they have not already,

Docker hub is cheap enough and convenient enough to compete against self hosted.

For self hosting you would need to manage/monitor, factor in redundancy, make it somehow easy to access to other tooling, etc...

Just the redundancy and storage would be more then 7$ pro plan dockerhub has.

If people already have setups in place for other things then it might make sense.

Then there's aws ecr and others... I don't like things that can surprise me when it comes to billing.

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

#37

Post by AeroNotix »

yjftsjthsd-h wrote: post #10
FunnyLookinHat wrote: post #6

Our company pays for Docker Desktop licenses, but we've made every other effort to not rely on Docker directly (e.g. DockerHub) to avoid the SPF. Pull-through caches with ECR were a quick way to drastically reduce reliance further. Given the state of our internal tooling, we can conceivably move to podman or similar within the next year if the license fees become onerous, but, given the size of our org, we likely wil…

I feel like it's also good to pay in order to support the company, so long as they continue to provide something of value.

This is terrible financial advice.

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

#38

Post by thefounder »

warinukraine wrote: post #35
paxys wrote: post #8

I remember everyone had written Docker off for dead when they announced their updated pricing plans, but they really made perfect sense, and I am happy to see the company recover. A large chunk of the tech world today relies on their products, but they were making next to nothing for it. It is definitely worth it for large companies to throw a few dollars their way considering the massive amount of value they are get…

What's Docker Desktop exactly?

The thing that I have to install on MacOS so that I can run docker. Is there any other way(i.e no gui utility) ?

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

#39

Post by smoldesu »

cabraca wrote: post #29
candiddevmike wrote: post #13

Earlier quoted context omitted.

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.

Really? I can run containers without root on Podman, which I could never do with Docker.

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

#40

Post by alooPotato »

hnarn wrote: post #31
alooPotato wrote: post #22

Earlier quoted context omitted.

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.

Assuming I meant absolute dollars is absurd, I was talking about sustaining or increasing revenue. That should, if anything, be easier for a small company. In theory it’s simple and it’s happened many times: If you have a company with a lot of users but no income stream, you can hold those users hostage without adding much value, just find something that causes immense discomfort if it disappears and charge for it. P…

I've never seen that get you to $120M ARR. Have any examples?
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