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[ؿֽ] п, Ŭ ǻ

- Ʈ ġ м -

| [: Ʒ Ư ũ(valuewalk.com) 8 2 Դϴ. Ʈ ġ(Citron Research) м Ʒ ó ڰ Դϴ.]
* ó: øŰ(Jacob Wolinsky), ũ(valuewalk.com) â, "DIGITALOCEAN (DOCN) – THE SHOPIFY OF CLOUD COMPUTING," 2021 8 2, https://www.valuewalk.com/digitalocean-docn-shopify-cloud-computing/
̸ ˾ƺ ϴ
20 Ʈ ġ ߰ϸ鼭 츮 ū Ǽ ϳ ְ 100޷ (Shopify: NYSE-SHOP) ľ ߴٴ ̴. 츮 ̸ ̿ڵ ϴ ܼ ۾... Ʈ ϴ ϳ 򰡵 Ʈ 鼭, ľ ߾.

1. ǰ ſ ߴ.
2. ǥ ߼ұ 츮 󺸴 ξ , ־.
3. ̰ Ʈũ ϰ ־.
4. ϴ Ը ȮǸ, ٸ ǰ ǸŰ ߴ.

ʱ⿡ ̸ ż ߴ--׷ ū -- 鿡 ϸ . ʱ⿡ ó ˾ƺ ϰ ̸ ģ 츮 ̼ ڿ ̸鼭 ̿ Ư¡ ٸ Ÿ⸦ ٷ԰... ħ ׷ 忡 ߴ.



п, Ŭ ǻ
п(DigitalOcean: NYSE-DOCN) Ŭ 񽺾ü ΰϴ 뺸 ſ ߼ұ鿡 Ŭ ǻ 񽺸 ϴ ߼ұ Ŭ ǻ ÷̴. , Ŭ ǻð , Ȥ ߼ұ Ƹ(AWS) ִ.

Ŭ ȯ ̹ ߿ ִ. ƮƮ ġ 7,000~8,000 ޷ ߻ϰ ִ AWS ̸ ִ. ׸ ̾ ߼ұ Ŭ Ƽ Ŭ ȯ ̴.

츮 ̷ 丮 ̹ , п--߼ұ ڻŷ а ι ũ ó ʰ ִٴ ˰ ̸ Ȱߴ ̿ (Square: NYSE-SQ)ó--̷ ްƮ带 ֵ Ȱ ִ ġ ִ.

ܼ԰ ٽ̴
ܼ̾߸ ̴. ܼȭϱ ؼ--, õ ϰ ̿ ذå ϱ ؼ-- ʿϴ. -- Ƽ ⽺

߼ұ忡 ¸ ִ ٽ ̴ܼ. AWS ƴ϶ ϱ ſ ǰ Ǹϴ ݸ, п--ó--߼ұ Ŭ ִ ܼ ַ ϰ ִ.

п ߱ϴ ܼ IPO ڼ Ȯ , ̸ IPO ڼ .



2015 IPO ε ڷ п 2021 1б ǥ ڷ


< 2015 IPO ε ڷ>

ڷ ó: https://s27.q4cdn.com/572064924/files/doc_downloads/shopify_overview_nov.pdf

<п 2021 1б ǥ ڷ>



ڷ ó: https://s27.q4cdn.com/619704647/files/doc_financials/2021/q1/Q1-21-DOCN-Earnings-Presentation.VF.pdf


츮 п ߼ұ ̿뵵 麸 . Ŭ带 ʿ ϴ ŸƮ (п ) Ż̳ һε( ) ÷ܱ Ȱ 鿡 ̱ ̴. п ֽ 츮 ſ иϴ.

ǥ 񽺷μ ÷(PaaS) ߼ . 1б ǥ ۷ݿ п 濵 ̷ ߴ.

츮 90% ǻ Ʈũ ַ 񽺷μ Ʈó(IaaS) ι ߻ϰ ִ. 10% Ƽ(Kubernetes), 񽺷μ ͺ̽(Database as a Service: DBaaS ϸ, PaaS ̴) ι ߻ϰ ִ. ׷ ι(DBaas, Paas) 츮 ü ׺ ξ ϰ ִ. ̴ 츮 Ȯϸ鼭 ϰ ִٴ ִ ̴.
(ο ó:
https://seekingalpha.com/article/4426204-digitalocean-holdings-inc-docn-ceo-yancey-spruill-on-q1-2021-results-earnings-call-transcript)

п PaaS ͷ Ƽ п ߼ұ AWS ȴ.

AWS п
̿ м ó 츮 ̿ ֵ ٴ ̿ڵ ſ . ü  Ʈ ׷ ϴ ɱ?

, , ׸ ü ȭ , 츮 п ݺ ξ ̰ ̶ ߰ߴ. ̷ 츮 п ߼ұ Ŭ ڰ ϰ Ǿ.

츮 ȭϴ ߿ AWS ̿ϴ 747⸦ ϴ (, ʹ , ġ, ٷ ϴ ) , п ̿ϴ ڵ ϴ (, ) ٴ .

пǿ 50 ޷ ϴ ϱ ſ ƴ϶, ӿ ҿǴ Ŭ ü ΰϴ 50% Ұϱ п ̿ϰ ִٰ ߴ. AWS п ű Ķ(Parabol) ̿ ϰ ־.

п (츮) Ŭ ȣþü Ǿ. ǰ ϱ ſ ϱ ̴. ׸ ݿ ǰ ִ--Ķ, п .
(ο ó: https://www.digitalocean.com/customers/parabol/)

ܿ пǿ Ϻθ Ұϸ .

∙ "пǿ 츮 ϴ п ̰ ִٴ ̴. 츮 ڵ 츮 ϰ Բ ִ Ʈʸ Ѵ. п Ӹ ƴ϶ ڵ ϰ ִ. ̴ ڿ 񽺸 ϴ 츮 ϰ ְ ִ. -- ϻ곪 ġٴ(Roxana Ciobanu), Ͻ(BunnyShell) CEO.

∙ п 츮 Ǹ 񽺸 ϰ ŷ ִ Ŭ ȣ ɼ Ǿ. -- (Molly Wojcik), ̼ & Ͻ(Education & Awareness) ̻.

∙ 츮 ſ 10~20% ߴ. ׸ ܰ踶 п ׿ ´ ʿ ϰ ־. ó ܼ п ̿, ϸ鼭 츮 п ÷ ߰ϰ ſ . -- ٴϿ (Daniel Ni), ũ API(Scraper API) CEO.

∙ ȸ ڷμ ϰ XML ۾ ϴµ ð ʾҴ. ҵ ߻ϰ 츮 Ʈ Ʈ 10 þ , 츮 п ÷ Ȱϰ ׸  Ʈ 뷮 Ȯ ־, ־. 㽺(Jordan Husney), Ķ(Parabol) CEO. <>





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