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爱玩炉石的傅里叶
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爱玩炉石的傅里叶
08-21
Replying to
@春暖花开JL
:看开点，10天之内不会低于1美金。之后的事，肯定是继续合股割韭菜 [得意]//
@春暖花开JL
:每天跌20%以上，这个星期五就可以到1美刀以下，一定要搞到退市为止👍👍👍
爱玩炉石的傅里叶
05-18
$Faraday Future(FFIE)$
继续加仓，拉爆空头
爱玩炉石的傅里叶
02-27
$SoundHound AI Inc(SOUN)$
抬起来抬起来
爱玩炉石的傅里叶
2023-11-29
强势的FF 还有0.45？
抱歉，原内容已删除
爱玩炉石的傅里叶
2021-10-15
12021年财报亏损？好家伙
微软GitHub劲敌GitLab上市首日大涨近35%
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抬起来抬起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278682306728048","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":246485631992104,"gmtCreate":1701198483008,"gmtModify":1701209153461,"author":{"id":"3558357412492639","authorId":"3558357412492639","name":"爱玩炉石的傅里叶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558357412492639","authorIdStr":"3558357412492639"},"themes":[],"htmlText":"强势的FF 还有0.45？","listText":"强势的FF 还有0.45？","text":"强势的FF 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23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，新能源汽车股涨跌不一。截至发稿，法拉第未来涨超3%，理想汽车涨1.39%，特斯拉涨0.02%；蔚来跌1.6%，Rivian跌超2.8%，小鹏汽车跌0.48%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9b45c214abe81c76f8c3046f4763acc\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5584d5dfe4578b7faedea70b6a1be97a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday 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to <a href=\"https://laohu8.com/U/4131956910687790\">@春暖花开JL</a>:看开点，10天之内不会低于1美金。之后的事，肯定是继续合股割韭菜 [得意]//<a href=\"https://laohu8.com/U/4131956910687790\">@春暖花开JL</a>:每天跌20%以上，这个星期五就可以到1美刀以下，一定要搞到退市为止👍👍👍","listText":"Replying to <a href=\"https://laohu8.com/U/4131956910687790\">@春暖花开JL</a>:看开点，10天之内不会低于1美金。之后的事，肯定是继续合股割韭菜 [得意]//<a href=\"https://laohu8.com/U/4131956910687790\">@春暖花开JL</a>:每天跌20%以上，这个星期五就可以到1美刀以下，一定要搞到退市为止👍👍👍","text":"Replying to @春暖花开JL:看开点，10天之内不会低于1美金。之后的事，肯定是继续合股割韭菜 [得意]//@春暖花开JL:每天跌20%以上，这个星期五就可以到1美刀以下，一定要搞到退市为止👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340652151050424","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306914843513104,"gmtCreate":1715964953771,"gmtModify":1715965821739,"author":{"id":"3558357412492639","authorId":"3558357412492639","name":"爱玩炉石的傅里叶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558357412492639","authorIdStr":"3558357412492639"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 继续加仓，拉爆空头","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 继续加仓，拉爆空头","text":"$Faraday Future(FFIE)$ 继续加仓，拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306914843513104","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278682306728048,"gmtCreate":1709047530461,"gmtModify":1709047940179,"author":{"id":"3558357412492639","authorId":"3558357412492639","name":"爱玩炉石的傅里叶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558357412492639","authorIdStr":"3558357412492639"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$ </a>抬起来抬起来","listText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$ </a>抬起来抬起来","text":"$SoundHound AI Inc(SOUN)$ 抬起来抬起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278682306728048","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":246485631992104,"gmtCreate":1701198483008,"gmtModify":1701209153461,"author":{"id":"3558357412492639","authorId":"3558357412492639","name":"爱玩炉石的傅里叶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558357412492639","authorIdStr":"3558357412492639"},"themes":[],"htmlText":"强势的FF 还有0.45？","listText":"强势的FF 还有0.45？","text":"强势的FF 还有0.45？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/246485631992104","repostId":"1164725596","repostType":2,"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825763709,"gmtCreate":1634258132949,"gmtModify":1634258132949,"author":{"id":"3558357412492639","authorId":"3558357412492639","name":"爱玩炉石的傅里叶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558357412492639","authorIdStr":"3558357412492639"},"themes":[],"htmlText":"12021年财报亏损？好家伙","listText":"12021年财报亏损？好家伙","text":"12021年财报亏损？好家伙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825763709","repostId":"2175118923","repostType":4,"repost":{"id":"2175118923","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634249520,"share":"https://www.laohu8.com/m/news/2175118923?lang=&edition=full","pubTime":"2021-10-15 06:12","market":"sh","language":"zh","title":"微软GitHub劲敌GitLab上市首日大涨近35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2175118923","media":"老虎资讯综合","summary":" 代码托管平台GitLab周四正式登陆纳斯达克，上市首日开涨23%，盘中维持上行走势，截至收盘大涨34.92%，股价报103.89美元，市值149亿美元。 GitLab周三晚些时候将其IPO发行价定为77美元，位于66-69美元发行价区间高端。 GitLab创立于2014年，为程序员提供软件开发和协作工具。作为微软旗下GitHub的一大竞争对手，GitLab广受市场关注，也为不少开发者和投资者们所看好。 GitLab最近一个季度收入较上年同期增长69%，达到5810万美元。","content":"<p>代码托管平台GitLab（股票代码<a href=\"https://laohu8.com/S/GTLB\">$(GTLB)$</a>）周四正式登陆纳斯达克，上市首日开涨23%，盘中维持上行走势，截至收盘大涨34.92%，股价报103.89美元，市值149亿美元。</p>\n<p>GitLab周三晚些时候将其IPO发行价定为77美元，位于66-69美元发行价区间高端。<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、美银证券等投行担任此次IPO的联席承销商。</p>\n<p>Gitlab成立于2011年，由创始人Sytse Sijbrandij和联合创始人Dmitriy Zaporozhets等人一同开发，是一个软件开发运维一体化平台DevOps，将开发、运营、IT、安全和业务团队结合在一起，允许团队协作和共同工作，以缩短开发生命周期，提供企业所需的业务成果。</p>\n<p><img src=\"https://static.tigerbbs.com/65828da0a7a98fb38da866a548f31311\" tg-width=\"490\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p>来源：招股书</p>\n<p>招股书显示，Sytse Sijbrandij持有公司18.9%的B类股是Gitlab最大股东，Khosla Ventures Funds、Iconiq Strategic Partners Funds、August Capital VII和GV 2017分别持有公司14.1%、11.5%、11.1%和6.6%的B类股。<img src=\"https://static.tigerbbs.com/1598b78b8a7061f136625ea1e65e8ea7\" tg-width=\"997\" tg-height=\"638\" referrerpolicy=\"no-referrer\"><b>12021财年亏损近2亿美元</b></p>\n<p>DevOps是“Development开发”和“Operations运维”两个词的结合，通常被称作“开发运维一体化”。</p>\n<p>DevOps独有的闭环流程包含着软件生命周期中计划-代码编写-构建-测试-发布-部署-运行-监控的全流程。</p>\n<p>DevOps闭环流程概念图</p>\n<p><img src=\"https://static.tigerbbs.com/3b3e1dd26e075357f33efca249f7cdd4\" tg-width=\"867\" tg-height=\"414\" referrerpolicy=\"no-referrer\">图源：艾瑞咨询</p>\n<p>伴随互联网经济和电子商务不断向各行各业加速渗透，DevOps被引入企业内部IT团队，并服务于母公司的软件需求。DevOps给企业带来的收益主要包括提高了开发和运维工作的效率、提高了软件产品的质量及用户满意度。</p>\n<p>DevOps给中国/IT部门企业带来的收益</p>\n<p><img src=\"https://static.tigerbbs.com/558868ccbbb002cdc3d5ca312bb1919b\" tg-width=\"954\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：艾瑞咨询</p>\n<p>随着企业越来越依赖软件推动业务，基础设施软件规模呈稳健递增态势。到2021年底，全球基础设施软件的总额预计为3280亿美元，并预计到2024年底达4580亿美元。</p>\n<p>互联网转型持续深入，目前各行业的头部企业已开始植入DevOps，以中国为例，未来DevOps将继续向企业渗透，并保持稳定增长，预计到2025年达53亿元，2020年-2025年复合增长率超过25%。</p>\n<p><img src=\"https://static.tigerbbs.com/8b58be191607449c7dbed214d04a642f\" tg-width=\"996\" tg-height=\"555\" referrerpolicy=\"no-referrer\">受益于市场需求提升，Gitlab报告期内基本面逐渐向好。</p>\n<p>招股书显示，Gitlab目前拥有1350名员工，业务覆盖超过65个国家，并于近期在中国成立了合资企业——极狐。</p>\n<p><img src=\"https://static.tigerbbs.com/3464062bd09ef1dcabdda7ab6380479e\" tg-width=\"681\" tg-height=\"518\" referrerpolicy=\"no-referrer\">图源：招股书</p>\n<p>其中，2020-2021财年，为GitLab贡献10万美元以上ARR（年度经常性收入）的大客户分别有173家、283家，而到了2021年7月31日已达383家，代表客户包括高盛、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、西门子、T-Mobile等。<img src=\"https://static.tigerbbs.com/8c1489281e7460607b697bc121f33cf8\" tg-width=\"645\" tg-height=\"603\" referrerpolicy=\"no-referrer\">图源：招股书</p>\n<p><img src=\"https://static.tigerbbs.com/4f470e5000e2c859754368e1840de149\" tg-width=\"996\" tg-height=\"442\" referrerpolicy=\"no-referrer\">报告期内，Gitlab录得营收8122.7万美元、1.52亿美元，大幅增加，不过净亏损也由1.31亿元扩大至1.92亿元。<img src=\"https://static.tigerbbs.com/b676236965691a6a622a4b10c8d6f677\" tg-width=\"984\" tg-height=\"541\" referrerpolicy=\"no-referrer\">细分来看，软件订阅是公司的主要收入来源，2020财年和2021财年分别收入7036.7万美元、1.33亿美元，占比总营收87%，开源许可证的收入相较而言远不及软件订阅的收入。<img src=\"https://static.tigerbbs.com/1c42b888ccd4eb6e1671ba19bbe7a4db\" tg-width=\"1001\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>2成立极狐，开拓中国市场</b></p>\n<p>今年以来，Gitlab在商业化方面做出了调整，淘汰了以往的青铜（Bronze）、入门（Starter）两个订阅选项，取而代之的是免费（Free）、高级（Premium）、终极（Ultimate）的订阅套餐，高级版和终极版拥有更强大的功能，价格自然也比青铜版和入门板的更高。</p>\n<p>订阅套餐<img src=\"https://static.tigerbbs.com/892f03aaea8d2fee1766a22f8f7dba0c\" tg-width=\"856\" tg-height=\"359\" referrerpolicy=\"no-referrer\">图源：招股书</p>\n<p>尽管Gitlab的营收业绩稳健向上，但近期调整的商业化方案无法保证公司软件订阅收入增长的持续性。</p>\n<p>过去青铜和入门的会员将不得不换成免费版或升级到高级和终极版，或甚至取消订阅，不再购买公司的服务，这些青铜和入门的会员在报告期内占比公司收益27%、16%和11%，倘若丧失了这批客户，对公司经营业绩而言也是一笔比不小的数目。</p>\n<p>此外，开源领域参与者众多，Gitlab竞争压力不容小觑，像Github、Red Hat、Bitbucket、Atlassian等都是其强有力的竞争对手，其中Github造成的威胁最大。</p>\n<p>2018年，<a href=\"https://laohu8.com/S/MSFT\">微软</a>以75亿美元收购Github。目前，<b>Github是全球最大的代码托管平台，</b>超5千万开发者使用，前三大客户分别为微软、<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>收购前，Github的财务状况也并不乐观，由于运营成本之高，一直处于亏损状态。而收购完成后，Github在巨头的庇护下不再需要担心财务问题，最大限度地加强了免费用户的功能权限，并下调付费用户的订阅费用。</p>\n<p>2020年，Github更受收购了npm（NodeJS打包管理工具），并宣布其永久免费。</p>\n<p>面对如此强劲的竞争对手，Gitlab不得不加紧上市步伐寻求资本援助。</p>\n<p>除此之外，Gitlab也加速布局中国这个庞大的市场，今年3月，与独家领投方红杉宽带跨境数字产业基金（简称“红杉宽带”）以及高成资本在湖北武汉合资成立“极狐公司”，不过依然也要面临阿里云、腾讯云、华为云等本土竞争对手。</p>\n<p><b>3结语</b></p>\n<p>开源趋势势不可挡，是全球信息技术发展的强大推动力，伴随代码托管需求越来越旺盛，代码托管平台景气度与日俱增。然而，开源领域竞争者众多，且不乏巨头收购企业，加之运营成本较高，Gitlab仍处亏损状态，倘若公司欲继续保持独立，上市寻求资本加持是其必经之路。</p>\n<p><b>综合自格隆汇等</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软GitHub劲敌GitLab上市首日大涨近35%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软GitHub劲敌GitLab上市首日大涨近35%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-15 06:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>代码托管平台GitLab（股票代码<a href=\"https://laohu8.com/S/GTLB\">$(GTLB)$</a>）周四正式登陆纳斯达克，上市首日开涨23%，盘中维持上行走势，截至收盘大涨34.92%，股价报103.89美元，市值149亿美元。</p>\n<p>GitLab周三晚些时候将其IPO发行价定为77美元，位于66-69美元发行价区间高端。<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、美银证券等投行担任此次IPO的联席承销商。</p>\n<p>Gitlab成立于2011年，由创始人Sytse Sijbrandij和联合创始人Dmitriy Zaporozhets等人一同开发，是一个软件开发运维一体化平台DevOps，将开发、运营、IT、安全和业务团队结合在一起，允许团队协作和共同工作，以缩短开发生命周期，提供企业所需的业务成果。</p>\n<p><img src=\"https://static.tigerbbs.com/65828da0a7a98fb38da866a548f31311\" tg-width=\"490\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p>来源：招股书</p>\n<p>招股书显示，Sytse Sijbrandij持有公司18.9%的B类股是Gitlab最大股东，Khosla Ventures Funds、Iconiq Strategic Partners Funds、August Capital VII和GV 2017分别持有公司14.1%、11.5%、11.1%和6.6%的B类股。<img src=\"https://static.tigerbbs.com/1598b78b8a7061f136625ea1e65e8ea7\" tg-width=\"997\" tg-height=\"638\" referrerpolicy=\"no-referrer\"><b>12021财年亏损近2亿美元</b></p>\n<p>DevOps是“Development开发”和“Operations运维”两个词的结合，通常被称作“开发运维一体化”。</p>\n<p>DevOps独有的闭环流程包含着软件生命周期中计划-代码编写-构建-测试-发布-部署-运行-监控的全流程。</p>\n<p>DevOps闭环流程概念图</p>\n<p><img src=\"https://static.tigerbbs.com/3b3e1dd26e075357f33efca249f7cdd4\" tg-width=\"867\" tg-height=\"414\" referrerpolicy=\"no-referrer\">图源：艾瑞咨询</p>\n<p>伴随互联网经济和电子商务不断向各行各业加速渗透，DevOps被引入企业内部IT团队，并服务于母公司的软件需求。DevOps给企业带来的收益主要包括提高了开发和运维工作的效率、提高了软件产品的质量及用户满意度。</p>\n<p>DevOps给中国/IT部门企业带来的收益</p>\n<p><img src=\"https://static.tigerbbs.com/558868ccbbb002cdc3d5ca312bb1919b\" tg-width=\"954\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：艾瑞咨询</p>\n<p>随着企业越来越依赖软件推动业务，基础设施软件规模呈稳健递增态势。到2021年底，全球基础设施软件的总额预计为3280亿美元，并预计到2024年底达4580亿美元。</p>\n<p>互联网转型持续深入，目前各行业的头部企业已开始植入DevOps，以中国为例，未来DevOps将继续向企业渗透，并保持稳定增长，预计到2025年达53亿元，2020年-2025年复合增长率超过25%。</p>\n<p><img src=\"https://static.tigerbbs.com/8b58be191607449c7dbed214d04a642f\" tg-width=\"996\" tg-height=\"555\" referrerpolicy=\"no-referrer\">受益于市场需求提升，Gitlab报告期内基本面逐渐向好。</p>\n<p>招股书显示，Gitlab目前拥有1350名员工，业务覆盖超过65个国家，并于近期在中国成立了合资企业——极狐。</p>\n<p><img src=\"https://static.tigerbbs.com/3464062bd09ef1dcabdda7ab6380479e\" tg-width=\"681\" tg-height=\"518\" referrerpolicy=\"no-referrer\">图源：招股书</p>\n<p>其中，2020-2021财年，为GitLab贡献10万美元以上ARR（年度经常性收入）的大客户分别有173家、283家，而到了2021年7月31日已达383家，代表客户包括高盛、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、西门子、T-Mobile等。<img src=\"https://static.tigerbbs.com/8c1489281e7460607b697bc121f33cf8\" tg-width=\"645\" tg-height=\"603\" referrerpolicy=\"no-referrer\">图源：招股书</p>\n<p><img src=\"https://static.tigerbbs.com/4f470e5000e2c859754368e1840de149\" tg-width=\"996\" tg-height=\"442\" referrerpolicy=\"no-referrer\">报告期内，Gitlab录得营收8122.7万美元、1.52亿美元，大幅增加，不过净亏损也由1.31亿元扩大至1.92亿元。<img src=\"https://static.tigerbbs.com/b676236965691a6a622a4b10c8d6f677\" tg-width=\"984\" tg-height=\"541\" referrerpolicy=\"no-referrer\">细分来看，软件订阅是公司的主要收入来源，2020财年和2021财年分别收入7036.7万美元、1.33亿美元，占比总营收87%，开源许可证的收入相较而言远不及软件订阅的收入。<img src=\"https://static.tigerbbs.com/1c42b888ccd4eb6e1671ba19bbe7a4db\" tg-width=\"1001\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>2成立极狐，开拓中国市场</b></p>\n<p>今年以来，Gitlab在商业化方面做出了调整，淘汰了以往的青铜（Bronze）、入门（Starter）两个订阅选项，取而代之的是免费（Free）、高级（Premium）、终极（Ultimate）的订阅套餐，高级版和终极版拥有更强大的功能，价格自然也比青铜版和入门板的更高。</p>\n<p>订阅套餐<img src=\"https://static.tigerbbs.com/892f03aaea8d2fee1766a22f8f7dba0c\" tg-width=\"856\" tg-height=\"359\" referrerpolicy=\"no-referrer\">图源：招股书</p>\n<p>尽管Gitlab的营收业绩稳健向上，但近期调整的商业化方案无法保证公司软件订阅收入增长的持续性。</p>\n<p>过去青铜和入门的会员将不得不换成免费版或升级到高级和终极版，或甚至取消订阅，不再购买公司的服务，这些青铜和入门的会员在报告期内占比公司收益27%、16%和11%，倘若丧失了这批客户，对公司经营业绩而言也是一笔比不小的数目。</p>\n<p>此外，开源领域参与者众多，Gitlab竞争压力不容小觑，像Github、Red Hat、Bitbucket、Atlassian等都是其强有力的竞争对手，其中Github造成的威胁最大。</p>\n<p>2018年，<a href=\"https://laohu8.com/S/MSFT\">微软</a>以75亿美元收购Github。目前，<b>Github是全球最大的代码托管平台，</b>超5千万开发者使用，前三大客户分别为微软、<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>收购前，Github的财务状况也并不乐观，由于运营成本之高，一直处于亏损状态。而收购完成后，Github在巨头的庇护下不再需要担心财务问题，最大限度地加强了免费用户的功能权限，并下调付费用户的订阅费用。</p>\n<p>2020年，Github更受收购了npm（NodeJS打包管理工具），并宣布其永久免费。</p>\n<p>面对如此强劲的竞争对手，Gitlab不得不加紧上市步伐寻求资本援助。</p>\n<p>除此之外，Gitlab也加速布局中国这个庞大的市场，今年3月，与独家领投方红杉宽带跨境数字产业基金（简称“红杉宽带”）以及高成资本在湖北武汉合资成立“极狐公司”，不过依然也要面临阿里云、腾讯云、华为云等本土竞争对手。</p>\n<p><b>3结语</b></p>\n<p>开源趋势势不可挡，是全球信息技术发展的强大推动力，伴随代码托管需求越来越旺盛，代码托管平台景气度与日俱增。然而，开源领域竞争者众多，且不乏巨头收购企业，加之运营成本较高，Gitlab仍处亏损状态，倘若公司欲继续保持独立，上市寻求资本加持是其必经之路。</p>\n<p><b>综合自格隆汇等</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22a8ee9e53f2f7111eabc24ca6096202","relate_stocks":{"GTLB":"GitLab, Inc.","MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175118923","content_text":"代码托管平台GitLab（股票代码$(GTLB)$）周四正式登陆纳斯达克，上市首日开涨23%，盘中维持上行走势，截至收盘大涨34.92%，股价报103.89美元，市值149亿美元。\nGitLab周三晚些时候将其IPO发行价定为77美元，位于66-69美元发行价区间高端。高盛、摩根大通、美银证券等投行担任此次IPO的联席承销商。\nGitlab成立于2011年，由创始人Sytse Sijbrandij和联合创始人Dmitriy Zaporozhets等人一同开发，是一个软件开发运维一体化平台DevOps，将开发、运营、IT、安全和业务团队结合在一起，允许团队协作和共同工作，以缩短开发生命周期，提供企业所需的业务成果。\n\n来源：招股书\n招股书显示，Sytse Sijbrandij持有公司18.9%的B类股是Gitlab最大股东，Khosla Ventures Funds、Iconiq Strategic Partners Funds、August Capital VII和GV 2017分别持有公司14.1%、11.5%、11.1%和6.6%的B类股。12021财年亏损近2亿美元\nDevOps是“Development开发”和“Operations运维”两个词的结合，通常被称作“开发运维一体化”。\nDevOps独有的闭环流程包含着软件生命周期中计划-代码编写-构建-测试-发布-部署-运行-监控的全流程。\nDevOps闭环流程概念图\n图源：艾瑞咨询\n伴随互联网经济和电子商务不断向各行各业加速渗透，DevOps被引入企业内部IT团队，并服务于母公司的软件需求。DevOps给企业带来的收益主要包括提高了开发和运维工作的效率、提高了软件产品的质量及用户满意度。\nDevOps给中国/IT部门企业带来的收益\n\n图源：艾瑞咨询\n随着企业越来越依赖软件推动业务，基础设施软件规模呈稳健递增态势。到2021年底，全球基础设施软件的总额预计为3280亿美元，并预计到2024年底达4580亿美元。\n互联网转型持续深入，目前各行业的头部企业已开始植入DevOps，以中国为例，未来DevOps将继续向企业渗透，并保持稳定增长，预计到2025年达53亿元，2020年-2025年复合增长率超过25%。\n受益于市场需求提升，Gitlab报告期内基本面逐渐向好。\n招股书显示，Gitlab目前拥有1350名员工，业务覆盖超过65个国家，并于近期在中国成立了合资企业——极狐。\n图源：招股书\n其中，2020-2021财年，为GitLab贡献10万美元以上ARR（年度经常性收入）的大客户分别有173家、283家，而到了2021年7月31日已达383家，代表客户包括高盛、瑞银、西门子、T-Mobile等。图源：招股书\n报告期内，Gitlab录得营收8122.7万美元、1.52亿美元，大幅增加，不过净亏损也由1.31亿元扩大至1.92亿元。细分来看，软件订阅是公司的主要收入来源，2020财年和2021财年分别收入7036.7万美元、1.33亿美元，占比总营收87%，开源许可证的收入相较而言远不及软件订阅的收入。2成立极狐，开拓中国市场\n今年以来，Gitlab在商业化方面做出了调整，淘汰了以往的青铜（Bronze）、入门（Starter）两个订阅选项，取而代之的是免费（Free）、高级（Premium）、终极（Ultimate）的订阅套餐，高级版和终极版拥有更强大的功能，价格自然也比青铜版和入门板的更高。\n订阅套餐图源：招股书\n尽管Gitlab的营收业绩稳健向上，但近期调整的商业化方案无法保证公司软件订阅收入增长的持续性。\n过去青铜和入门的会员将不得不换成免费版或升级到高级和终极版，或甚至取消订阅，不再购买公司的服务，这些青铜和入门的会员在报告期内占比公司收益27%、16%和11%，倘若丧失了这批客户，对公司经营业绩而言也是一笔比不小的数目。\n此外，开源领域参与者众多，Gitlab竞争压力不容小觑，像Github、Red Hat、Bitbucket、Atlassian等都是其强有力的竞争对手，其中Github造成的威胁最大。\n2018年，微软以75亿美元收购Github。目前，Github是全球最大的代码托管平台，超5千万开发者使用，前三大客户分别为微软、Facebook、谷歌。\n收购前，Github的财务状况也并不乐观，由于运营成本之高，一直处于亏损状态。而收购完成后，Github在巨头的庇护下不再需要担心财务问题，最大限度地加强了免费用户的功能权限，并下调付费用户的订阅费用。\n2020年，Github更受收购了npm（NodeJS打包管理工具），并宣布其永久免费。\n面对如此强劲的竞争对手，Gitlab不得不加紧上市步伐寻求资本援助。\n除此之外，Gitlab也加速布局中国这个庞大的市场，今年3月，与独家领投方红杉宽带跨境数字产业基金（简称“红杉宽带”）以及高成资本在湖北武汉合资成立“极狐公司”，不过依然也要面临阿里云、腾讯云、华为云等本土竞争对手。\n3结语\n开源趋势势不可挡，是全球信息技术发展的强大推动力，伴随代码托管需求越来越旺盛，代码托管平台景气度与日俱增。然而，开源领域竞争者众多，且不乏巨头收购企业，加之运营成本较高，Gitlab仍处亏损状态，倘若公司欲继续保持独立，上市寻求资本加持是其必经之路。\n综合自格隆汇等","news_type":1},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
