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by hnarn 1256 days ago
> 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.

2 comments

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?

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.

I've never seen that get you to $120M ARR. Have any examples?
What a strange argument. So if it hasn’t happened before it’s impossible?
You said "Juicing ARR in a dying company is not rocket science" - I'm saying it is rocket science and that it's way hard. The fact there aren't any examples makes me feel like I'm correct in saying it's not easy.
do we know the breakdown of that revenue? are companies paying for dockerhub access? is docker desktop a big chunk? how many users? how many companies?

if they can keep providing value to their high-revenue clients, sure, they might keep doing great, but if all they provide is a mediocre desktop app and the dockerhub these companies will eventually set up a caching proxy for the dockerhub (or otherwise trim down pulls), and will migrate to alternatives for the desktop app.

the hockey stick looks great though. and comparing it with Atlassian is really apt, because Jira is a bona fide UX garbage fire, but ... there are just no real alternatives. So folks continue to pay for it. It's madness, but there's a method to it, of course.