2025年第二季度全球DevOps报告

Top 3 Emerging Trends Shaping DevOps •Agile development•PaaS and IaaS•Continuous Integration/ Continuous Delivery (CI/CD) platforms•Collaboration and workflow orchestration•Container management •Application and GUI developmentplatforms•Automated testing and integration•Focus on workflow-basedapplications and web/ mobile apps DevSecOps •Static Applications Security Testing(SAST)•Software Composition Analysis(SCA)•Code governance Modern apps rely on real-time data flows for personalization, ML models, analytics, andautomation. This means data teams and app teams can’t work in isolation—deploymentsand data releases now must be coordinated With software delivery pipelines and data pipelines facing similar pressures aroundspeed, reliability, scalability, and continuous improvement, approaches that workedfor DevOps are now being applied to data DevOps andDataOpshave shared core principals in automation, continuousintegration / delivery, monitoring & observability, and collaboration leading toconvergence around shared toolchains, unified observability, testing & versioncontrol for data, and a shift to continuous data delivery. Select examples includeofferings by Databricks, Snowflake, Gitlab and cloud infrastructure providersappealing to both DevOps andDataOpspersonas Underscoring the fundamental shift in software development and the correspondingenterprise spend, the combined DevOps + DataOps market is ~$18 billion in 2025 andexpected to grow at a ~19% CAGR over the next five years to reach ~$43 billion by2030, the second fastest growing segment in IT behind AI platforms Source:DrakeStar While the number of deals over $1B declined in the most recent 4-quarter period, themiddle market continues to be active with total deal count up 14% year over year1 Private equity continues to be a major force at all stages from VC to buyout, with thesecond largest M&A deal in the period being the take private of SolarWinds byTurn/River2 Middle market private and growth equity have also been very active in M&A as firmsseek to scale inorganically Private placement activity is up significantly with twice the deal count from a year ago With 5 private placements over $1bn in the past year, capital is increasingly beingfunneled to the most successful companies, both to fuel organic growthandforacquisitions Source:DrakeStar •••• •••• DataOps Service Management API Management DataOpsRevival–Powering the AI Era GitOpsandIaCGo Mainstream AIOps Solutions Drive Efficiency ▪Often called AIOps, and most prevalent inareas like incident prediction, anomalydetection, or automated remediation, AI isstreamlining manual workflows enablingoperations teams to drive efficiency,scalability, and resilience. ▪As the foundation for training AI models andagents, enterprise data is becoming centralto the AI stack▪This has accelerated the adoption ofDataOps tools, especially for integration andgovernance serving as a CI/CD layer forenterprise data ▪Managing infrastructure and deployments viaGit and IaC is now standard in modern Ops..▪SMBs are adopting these practices too, oftenthrough cloud-native or open-sourcesolutions at smaller scale. $ The Rise of Internal DeveloperPlatforms Financial Accountability In DevOps DevSecOpsContinues to Mature ▪FinOps introduces accountability and costawareness into engineering decisions▪Expect deeper FinOps integration into DevOpsworkflows to surface cost impact at everydeploy. ▪Security is shifting left, now integrated acrossthe SDLC from code to deployment▪Policy as code and automated complianceenforce security and governance at scale ▪Platform engineering is gaining traction toenhance the developer experience (DevEx)▪Internal self-service portals give developersaccess to approved tools and workflowsmitigating the negative effects of “shadow IT” Strong correlation betweenrevenue growth andvaluation multiple ▪Mean annual growth for Devgroup 4.0% ▪Was 25% a year ago▪Compression in growth ratesreflected in stock performance(See p. 17) ▪Recent IPO Figma leadinggroup with 46% projected2026 growth and 52xrevenue multiple ▪Growth appears to more adeterminant of valuationthan profitability ▪Up from 10.7x a year ago▪However ex-Figma meanmultiple is 8.0x–down fromprevious year ▪Mean annual growth for thegroup 6.5% ▪Down substantially from 19% ayear ago▪Other thanCoreWeave, noOps company forecastingmore than 10% growth in 2026 ▪CoreWeaveleads group inrevenue growth (44% for2026) and revenue multiple(27x revenue) ▪4 of the 6 highest revenuemultiples assigned tocompanies with positiveEBITDA ▪Majority of Ops companiesnow generating positiveEBITDA ▪opposite was true a year ago▪9 out of 15 companiesgenerating positive EBITDA ▪Axway renamed 74Software followingacquisition of SopraBanking Software inSeptember 2024 M&A ▪Disclosed dollar volume down to$23.8b from $81.1b a year ago ▪No deals over $10b▪Largest include IBM-HashiCorp$7.7band Turn/River–SolarWinds $4.7b ▪Dealcount upto 84 from 74