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, I wanted to explore why Open Core is the better model (compared to Red
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.