The ratio is on the order of 10:1 subscription vs. licensing (self-hosted?) and "other," according to their most recent QE report [0]. But I'm curious how many subscribers they have on the Enterprise $99/user plan. I wouldn't be surprised if it's a fairly low number of organizations (under 100), especially since those organizations have the option to self-host GitLab at much lower cost.
Pretty sure we're GitLab Ultimate customers for the security functionality, and we don't even use the issues/project functionality as we have Jira. And we're not a massive company.
Fair point, though their stock price didn't go up by 52%.
Seems like Wallstreet is pricing in the fact this doesn't effect all plans.
I expect it's close, honestly. I dunno who's paying $100/month for what GitHub offers (but on a platform that all your devs already know) for $20/month...