Talend did a fantastic job in their first arc - building an open-source community, monetizing its proprietary product, and going public. Their second arc is all about reinventing themselves as a cloud/SaaS vendor, and so far, it’s going much better than their stock would indicate.
Blogging has been an exciting experience so far. After writing about a simple framework for building Open Core businesses [https://www.moritzplassnig.com/open-core-first-principles/], I wanted to explore why Open Core is the
Elastic is growing faster than its peers, on top of higher absolute numbers. Particularly the last 2–3 quarters before the S-1 filings are outstanding. That’s both promising, as well as setting high expectations for the post-IPO results.
Bloomberg’s article caught my eye, and I looked into how GitHub is performing. All metrics are from Eric Newcomer’s Bloomberg article and tweets.