PagerDuty 向 SEC 遞出 S-1 了 (IPO)

在「pagerdutys-1.htm」這邊可以看到 PagerDuty 遞出 Form S-1 了,翻了一下 TechCrunch 也有報導:「PagerDuty just filed its S-1」。

PagerDuty 主要的服務是監控服務回報狀況後的後續流程,在組織大一點的公司會拿來用,不過不怎麼便宜... 印象中服務品質沒有拉開差距,而同質性的服務低他不少價錢。

有幾個數字可以看,先是估值:

PagerDuty was valued at $1.3 billion last fall when it closed on $90 million in Series D funding led by T. Rowe Price Associates and Wellington Management. Earlier backers Accel, Andreessen Horowitz and Bessemer Venture Partners also joined the round, which brought the company’s total funding to $173 million.

然後 VC 持股 55%:

According to the S-1, venture investors currently own about 55 percent of the company. Andreessen Horowitz owns the biggest stake, with 18.4 percent of its shares sailing into the IPO. Accel meanwhile owns 12.3 recent, Bessemer owns 12.2 percent, Baseline Ventures owns 6.7 percent, and Harrison Metal owns 5.3 percent.

以及獲利問題:

PagerDuty, which employed 500 employees as of last fall, has never been profitable according to its filing, which says it generated a net loss of $38.1 million for the fiscal year ended January 31, 2018. (It saw revenue of $79.6 million during the same period.)

S-1 文件裡有張圖裡也有相關的營運數字:

沒有檢查 TCP checksum 的 bug 造成的慘案

Twitter 家的工程師努力通靈找靈異現象,最後發現是 kernel bug 造成 veth 沒檢查 TCP checksum 造成的慘案:「Linux kernel bug delivers corrupt TCP/IP data to Mesos, Kubernetes, Docker containers」。

而隔壁棚 PagerDuty 在 2015 年五月也有遇到類似的問題,不過當時看起來沒找出 root cause,只有提出 workaround 解法暫時避開:「The Discovery of Apache ZooKeeper’s Poison Packet」。

這個 bug 已經被 patch 掉了,之後應該會再 backport 回到舊版 kernel

I’m really impressed with the linux netdev group and kernel maintainers in general; code reviews were quite prompt and our patch was merged in within a few weeks, and was back-ported to older (3.14+) -stable queues on various kernel distributions (Canonical, Suse) within a month.

文章中間有寫找 bug 的過程,可以看到都是在通靈...