Docker’s Name and Operations Could Appeal to Microsoft, Red Hat, VMware

Dan Meyer | June 18, 2018

Docker’s Name and Operations Could Appeal to Microsoft, Red Hat, VMware
Docker Inc. owns one of the most prominent names in the cloud container ecosystem. But a recent report from Cowen and Company named a handful of established cloud players as potential acquirers of Docker Inc. Those included Microsoft, Red Hat, and VMware, with the first two deemed most likely to take the plunge. “Despite its strong name recognition and customer momentum, Docker’s long-term financial success – at least as an independent company – is hardly a fait accompli,” the Cowen and Company report stated. “We do believe that Docker will have to work hard in order to overcome its smaller footprint with enterprise companies.” While perhaps shallow, that name recognition remains a significant advantage for Docker Inc.’s Enterprise Edition (EE) container platform. The platform is a managed services option with a big focus on the Docker container platform originally designed by Docker Inc. before being moved into the open sourcecommunity. Docker Inc.’s EE platform remains the money-making aspect of its business. Docker EE was launched just over a year ago as a company-supported platform targeted at organizations looking to offer container-based applications. The Cowen and Company report stated that the platform has attracted more than 500 paying customers. “Almost every developer out there is using Docker at some point, and a high percentage of those folks have registered with Docker [Inc.] to use Docker,” explained Dan Kohn, executive director of the Cloud Native Computing Foundation, at last week’s DockerCon 2018 event. “So it’s a numbers game as to what percentage of those can they convert over and then get them to convert to Enterprise Edition to run in production.” Docker Inc. CEO Steve Singh, during a keynote address at the DockerCon event, said that over the past year the company has attracted more than 1 million new developers and hosted more than 1 million new applications in Docker Hub. That momentum has resulted in 1 billion containers being downloaded every two weeks and nearly 50 billion containers downloaded to date.

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