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I said they’re struggling to diversify. RHEL is certainly in every F500 business, and remains a large and profitable operation. But there’s no growth left in RH
by zapita 8y ago
I said they’re struggling to diversify. RHEL is certainly in every F500 business, and remains a large and profitable operation. But there’s no growth left in RHEL, so they need to diversify. They’ve been trying for years, and don’t have much to show for it.
- nunez 8y agoI'm not so sure about that either, though. Let's take a look at a slice of their portfolio: - Ansible for decentralized configuration management (not as popular as Chef, but still popular) - OpenShift Enterprise for container orchestration (gaining a lot of traction) - CodeEnvy, a cloud-based IDE - JBoss, a legacy Java application server (used at every boring billion-dollar co you can think of) - Innovation Lab: a somewhat expensive service for large corps to see how the latest IT trends are applied
- johnvanommen 8y agoSelling Ansible is tricky, because a lot of customers aren't interested in Tower. Ansible is very very popular, but because it's agentless, it's difficult to monetize. Also, from what I've read, companies like Puppet haven't been able to turn a profit.
- zapita 8y agoAs I said in another comment, all of the products you listed, plus their Openstack offering which you didn’t mention, add up to 22.4% of their revenue as of their last quarterly report. So using very naive math, that’s an average of 5% of total revenue per product across 5 diversified products. That’s... underwhelming. Especially since, as you say, a product like Jboss has been on the market forever... When you look beyond marketing hype and focus on hard financial data, you can make fascinating discoveries :-)
- nunez 8y agoThose are very fair points. I didn't know their derivative offerings produced such low revenue in comparison!