開源軟件Kafka 商業化公司即將上市,將重點發展雲服務

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"美國時間6月1日,雲計算軟件開發商 Confluent 正式向SEC提交了IPO招股說明書。Confluent將在納斯達克上市交易,股票代碼爲“CFLT”,摩根士丹利、摩根大通和高盛是這次IPO的主承銷商。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"由於未披露更多細節,暫時不知其估值。但Confluent在去年由Coatue Management和Altimeter Capital牽頭的新一輪融資中估值45億美元(約合287億人民幣)。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"將在雲服務上發力"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"link","attrs":{"href":"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1699838\/000119312521178773\/d63025ds1.htm#toc63025_9","title":"xxx","type":null},"content":[{"type":"text","text":"招股書"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"顯示,Confluent公司2021 年第一季度收入7700萬美元(約4.9億人民幣),同比增長51%,收入主要來源於訂閱。因銷售和營銷成本激增,虧損額從3360萬美元(約2.1億人民幣)擴大到4450萬美元(約2.8億人民幣)。此外,Confluent 一季度研發費用增加了 460 萬美元,研發比從同期的39%降低了32%。"}]},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/6d\/28\/6dcb9b2689326b78e53f61567d45d828.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"在Confluent 的產品中,最有名就是開源流處理平臺Apache Kafka。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Apache Kafka誕生自LinkedIn內部。當時LinkedIn團隊在重建數據基礎設施時發現,數據存儲雖然已有上百種技術,但並不是最迫切的需求。最普遍的問題是要將將組成全球社交網絡的所有不同應用程序和數據存儲,整合成一個相互連接的軟件系統,並且該系統可以對任何事情作出連續、實時的反應。但在當時幾乎沒有可用的商業或開源系統。於是在2011年,Kafka誕生了。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"當意識到數據流動是整個行業都在面臨的問題時,LinkedIn在2014年投資約50萬美元成立了Confluent。Kafka的創建者傑伊·克雷普斯(Jay Kreps)、饒俊(Jun Rao)和內哈·納爾赫德(Neha Narkhede)三人也成爲了Confluent的創始團隊。如今該公司已經擁有接近1500名員工。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"當前,Kafka 每天可以傳輸數萬億個數據點,延遲僅爲幾毫秒。憑藉強大的性能,Kafka成爲最成功的開源項目之一,擁有超過6萬名來自全球的社區成員,大約超過70%的財富500強企業使用過Kafka,包括花旗集團、Humana、英特爾和沃爾瑪等。這意味着,除了自有產品,Confluent之外的企業也在構建連接器、增加更多功能,並在Apache Kafka上部署補丁。這樣形成的積極反饋循環加強了Apache Kafka 供應,吸引了更多的開發者。Confluent 表示,未來將繼續做好社區維護工作。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"另外,從招股書中可以看出,Confluent 下一步將重點發展 Confluent Cloud 。Confluent Cloud是該公司基於企業對 Apache Kafka 完全託管雲服務的需求在2017年開發的雲原生 SaaS 產品。該公司第一季度有18%的收入來自其雲服務,高於去年同期的12%。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"當前,全球各地越來越多的企業將工作負載和基礎設施轉移到了雲上。根據IDC數據,從2020年到2024年,全球公共雲服務市場預計將從2920億美元增加到6280億美元。Gartner 最近的雲採用調查結果顯示,超過 75% 的組織正在使用多雲採用模型。Confluent的主要目標是確保企業能夠利用動態數據來滿足現代業務需求。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Confluent Cloud是一個完全託管的雲原生服務,用於連接和處理所有需要的數據,而在本地或私有云上使用應用程序的企業可以使用Confluent Platform。Confluent Platform 提供了一個完整的自我管理平臺,可以實時連接、處理和響應企業數據。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"在第一季度,Confluent Platform帶來收入 5410 萬美元,同比增長 43%,來自 Confluent Cloud 的收入爲 1390 萬美元,同比增長 124%。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"  "}]},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/c0\/d7\/c03700d36b51b02d52a5baf547be42d7.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"新用戶是重點"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Confluent並不是唯一家希望在數據管理方面推廣開源技術的公司。亞馬遜曾推出一個名爲Kinesis 的替代方案,還有像Apache Spark這樣的競爭項目。在企業內部軟件領域,Cloudera、IBM和甲骨文都與Confluent形成了競爭。不過,Confluent的主要目標是跨越有競爭產品的大型雲基礎設施供應商亞馬遜、微軟和谷歌。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"搶奪新用戶是Confluent 下一階段的主要目標,並利用目前的產品矩陣形成完整的解決方案。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Confluent 主要利用Confluent Cloud 獲取新客,方式也爲常規的免費試用轉換成付費用戶。在獲得新客後,Confluent將爲用戶提供包括私有云、公有云和混合雲等在內的多種解決方案留住用戶。截至2020年12月31日和2021年3月31日,Confluent以美元計算的淨留存率分別爲125%和117%。(注:只有當留存率超過100%並不斷提高,訂閱業務纔有持續的保障)"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"此外,Confluent 還將加大對 ksqlDB等方面的投資。ksqlDB 允許在 Kafka 之上構建一個流處理應用程序,通過在內部使用 Kafka-streams 並在事件進來時進行轉換可以豐富特定流的事件。目前有越來越多的企業採用了 ksqlDB 。隨着傳統數據庫上的批處理方式被逐漸取代,Confluent 認爲對 ksqlDB 的投資有利於公司抓住這一轉變從而獲得增長。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]}]}
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