2. Google still makes the lion's share of it's money from search/ads. Google Compute is struggling and being subsidized by search/ads.
IMHO, Docker's only exit strategy is to sell. They don't have enough time left to grow an organic business. Silicon Valley money always wants paid back, sooner rather than later.
The layoffs and new CFO at Docker, IMHO, are all about cleaning up the finances so that a sale is possible at a good price.
Their last round of investment barely averted a down round. The value bump was minimal and the investors are mostly from a bank in Brazil that likely doesn't understand exactly what they bought into (a lot of uneducated money out there right now because there is no place to put it). None of the original investors participated which shows they don't believe in the company anymore.
Their most valuable asset is Windows support. Hence, the most likely aquirerer would be Microsoft. I'll bet a paycheck they sell for somewhere between 1.5B and 2.5B. Keep this thread for posterity :-)
It's painfully obvious to anybody that has been in this game for a while...
(opinions and analysis my own)