Recently, I wrote Cloud Stocks and PaaS: Which SaaS Players Will Win in
PaaS, articulating a vision for a large number of SaaS players evolving into PaaS ecosystems.
We’ve been talking to and covering many of the PaaS players and their efforts in this direction.
One issue I would like to highlight in this analysis is how developer ecosystem metrics are currently being reported.
For any equity analyst to factor a PaaS strategy into their commentary, metrics are essential.
Here, for instance, are the metrics that would help me analyze the long term potential of Cloud companies that are pursuing PaaS:
Note, I am making a distinction between enterprise developers and ISVs.
For example, Snowflake had 45,000 developers, but only a subset of these are ISVs.
Digital Ocean has 5 million developers, but they’re not all ISVs.
The reason this distinction is key is that while a developer inside a large enterprise or a system integrator may be a valuable user, (s)he will not contribute to the force multiplier effect that we believe PaaS will drive.
As always, please feel free to reach out if you’re doing a PaaS strategy and would like to discuss a co-branded global virtual accelerator with 1Mby1M on our Incubator-in-a-Box platform.
This segment is a part in the series : Cloud Stocks and PaaS