Revenue is up because a lot of their contracts will be over a 3-5 year term and they'll recognize the revenue each year of the contract.
It'll take 3 to 5 years for the pain to be felt and another 3 to 5 years from that point to collapse because most companies will just pay the renewal to buy time to let the rest of the space mature.
Source/bias: I see this happening all the time in the space. I gave a talk about why Terraform is dead and long live Pulumi.
It'll take 3 to 5 years for the pain to be felt and another 3 to 5 years from that point to collapse because most companies will just pay the renewal to buy time to let the rest of the space mature.
Source/bias: I see this happening all the time in the space. I gave a talk about why Terraform is dead and long live Pulumi.