云开源的PM指南

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1、COREU.S.SoftwareAPM’sGuidetoOpenSourceInTheCloud–AMatchMadeinHeaven?EnteringTheNextEraForOpenSourceAdoption:Webelievethatweareatthebeginningofaneweraforopensourcesoftware(OSS).Thisnextwavewillbeacloudnativeoneandweexpectfasterandbroaderadoptionwithbette

2、rmonetizationopportunitiesfortherelevantOSSvendors.MongoDBwithitsAtlasofferingandAWSINDUSTRYUPDATEU.S.SoftwarePOSITIVEUnchangedU.S.SoftwareRaimoLenschow,CFA+12125262712EquityResearch15November2018withAuroraareearlyexamplesofthis.Webelieveinvestorsshou

3、ldgainexposuretothispowerfulthemethroughlargeopensourceprojectslikeMongoDBorElastic.IBM/RedHatDealLegitimizestheValueOfOpenSource:AnylastquestionsaboutthestrategicvalueofopensourcewithintheITlandscapeevaporatedafewdaysagowhenIBM,afoundingmemberoftheprop

4、rietarysoftwaretrend,announcedtheacquisitionofRedHat,theopensourcebellwether,for$34bn.OpenSourceSupportandOpenCoreOfferingsAreStillValid,But…:Theoriginalopensourcebusinessmodelsfocusedaroundsupport(theRedHatandHortonworksmodel)andopencore(mostoftherecen

5、topensourceIPOs)arestillvalidon-premise,butweseerealdisruptionfromclouddeployments.Themainissuehereistheabilityofcloudproviderstoutilizeopensourcesoftwareandprovidevaluethroughaddonserviceslikeelastichardwareprovisioning,securityorback-up.Forexample,wet

6、hinkthatAWShasbeenabletomonetizeHadoop(throughEMR)betterthantheoriginalvendorslikeClouderaorHortonworks.…TheLargerOpportunitiesareinNativeCloudModels:Thefutureforopensourceisincloudnativeofferings.Forastart,thisiswhereworkloadgrowthisthefastestbutitalso

7、helpssolvetheage-oldproblemofmonetizingthemillionsoffreedownloads.Developersthatwanttousefreesoftwarestillneedtogethardwareprovisioned,writeback-uproutines,solveforuserprivileges,andmore.Acloudnativeservicecansolvealloftheseissuesatarelativelylowpricepo

8、int,whilealsoavoidingvendorlockintothecloudprovider–hencetheattractiveness.WeseeevidenceofthisinMongoDBandElasticwiththeirrelativelynewcloudproductsrepresentingalmost20%and16%oftotalrevenue,respectively.Talendisanotherkeyexampleh