FOLLOW-UP | PVTL | Acceleration v. Limitations | Additional Data
04/18/18 08:48AM EDT
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)
© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
