Over the past decade, I have sought to identify every for-profit developer product.
The landscape contains 800 companies across 22 segments that publish 1000 products which generate $40B in revenues.
Today, I am publishing some of the data and analysis.
It includes products from amazing companies like JFrog, Atlassian, HashiCorp, CloudBees, Red Hat, Snyk, Microsoft, JetBrains, and VMware.
I am hopeful that we can get the community to engage by identifying missing companies, help refine segment definitions, and to bring better awareness on the the influence and reach of developers.
I undertook this effort for a few reasons:
1. Developer businesses are still misunderstood by investors and business professionals
2. To bring clarity on the size and growth of different sub-segments of developers
3. To identify long-lived trends in developer businesses and products
4. To bring awareness to my efforts as a technologist and investor, helping to identify interesting companies I may get to connect or collaborate with.
A sample of what's included:
️Developer runtimes generate 2.5x more than pre-prod
️Early segment leaders usually become dominant
️1 trillion programmable endpoints drives need for lifecycle automation and operations to "Shift Left"
️$5M ARR is the threshold between startup and going concern
️It takes a mega vendor to straddle pre-production and production
️Substantial application server businesses emerge (category creation) around programming paradigms
️Private companies have raised a staggering $50B in venture capital ... though deliver questionable capital efficiency
️Software supply chain industrialization will propel the industry towards autonomous software development
The landscape contains 800 companies across 22 segments that publish 1000 products which generate $40B in revenues.
Today, I am publishing some of the data and analysis.
It includes products from amazing companies like JFrog, Atlassian, HashiCorp, CloudBees, Red Hat, Snyk, Microsoft, JetBrains, and VMware.
I am hopeful that we can get the community to engage by identifying missing companies, help refine segment definitions, and to bring better awareness on the the influence and reach of developers.
I undertook this effort for a few reasons: 1. Developer businesses are still misunderstood by investors and business professionals 2. To bring clarity on the size and growth of different sub-segments of developers 3. To identify long-lived trends in developer businesses and products 4. To bring awareness to my efforts as a technologist and investor, helping to identify interesting companies I may get to connect or collaborate with.
A sample of what's included: ️Developer runtimes generate 2.5x more than pre-prod ️Early segment leaders usually become dominant ️1 trillion programmable endpoints drives need for lifecycle automation and operations to "Shift Left" ️$5M ARR is the threshold between startup and going concern ️It takes a mega vendor to straddle pre-production and production ️Substantial application server businesses emerge (category creation) around programming paradigms ️Private companies have raised a staggering $50B in venture capital ... though deliver questionable capital efficiency ️Software supply chain industrialization will propel the industry towards autonomous software development