do we know the breakdown of that revenue? are companies paying for dockerhub access? is docker desktop a big chunk? how many users? how many companies?
if they can keep providing value to their high-revenue clients, sure, they might keep doing great, but if all they provide is a mediocre desktop app and the dockerhub these companies will eventually set up a caching proxy for the dockerhub (or otherwise trim down pulls), and will migrate to alternatives for the desktop app.
the hockey stick looks great though. and comparing it with Atlassian is really apt, because Jira is a bona fide UX garbage fire, but ... there are just no real alternatives. So folks continue to pay for it. It's madness, but there's a method to it, of course.
