| [: 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* 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/
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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