CALL REPLAY: CLICK HERE
Key Topics Discussed on the Call:
- Product Set Constantly Between Adoption and Saturation
- Highly Competitive Market For Commercial PaaS & Stalked By Strong Freemium Models
- Taking Price Invites Future Instability
- Already Well Along the Penetration Curve of Large Customers
- Acceleration of New Revenue Momentum Exiting F18
- Bullish Recent PVTL Headcount Data
- Backing Out BDS Revenue Shows PCF Success That Much More Impressive
Topic Timestamps:
- Introduction & Product/Use-Case Overview (1:00 – 10:52)
- PCF Within the Stack & Timeline of PaaS Acceptance (10:52 – 13:00)
- Long Term Limitations Overview (13:00 – 16:20)
- TAM, Customers, & Penetration (16:20 – 21:42)
- Revenue per Customer Analysis (21:42 – 23:30)
- Limitations of PCF and PaaS (23:30 – 25:08)
- Sustainability in Pricing Model (25:08 – 28:57)
- Movement of Workloads: PCF and Public Cloud (28:57 – 31:55)
- Revenue from New Customers and Partners (31:55 – 34:22)
- Mixed Messaging around Labs and Next Leg of Revenue Momentum (34:22 – 41:20)
- Implied New Revenue Based on Expansion vs. Specifically from PCF (41:20 – 45:23)
- Bullish Headcount Data (45:23 – 50:10)
- Conclusions (50:10 – 60:00)
