The True Value of SaaS and Managed Service Offerings

SaaS companies carry huge valuations when compared with traditional licensed software companies. It took me forever to figure out why, but I did. At first blush, one might believe that Wall Street values subscription revenue over one-time revenue—and truth be told, they do. Why? Because it’s a hell of a lot more predictable revenue stream for a company to manage than ad hoc revenue. I get that, but the gap is still too big for what,...

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Flash, AI Help Fuel Record Growth, Bright Future For Pure Storage
May24

Flash, AI Help Fuel Record Growth, Bright Future For Pure Storage

SAN FRANCISCO: I’m in the City by the Bay attending PURE//ACCELERATE 2018, the third annual customer/partner event from Pure Storage, and it appears the enterprise flash storage vendor couldn’t have scripted the timing any better. In addition to its new partnership with NVIDIA — AI-Ready Infrastructure (AIRI), a ‘major move in serving the artificial intelligence (AI) and machine learning (ML) space’ — and its...

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Teradata: What’s Next?
Nov02

Teradata: What’s Next?

What’s next for Teradata Corporation? Today’s financial results follow on the heels of last week’s annual customer and partner event, tagged ‘The Edge of Next’, but the data analytics vendor has been struggling of late, as the analytics and AI markets start to accelerate and it transitions from a largely perpetual software licence to a subscription revenue model. Q2 revenue was $513 million, just short of the predicted $513.35...

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Short-Term License Pain For Long-Term Subscription Gain?
Oct26

Short-Term License Pain For Long-Term Subscription Gain?

ANAHEIM: As the market waits with more than a little anticipation for next week’s Q3 2017 quarterly report, Teradata Corporation (TDC) is wrapping up its annual customer and partner event — approximately 4,500 attendees — which was held under the rather appropriate tag line, ‘The Edge of NEXT’. As the company suggest, ‘Next’ is the rapidly approaching analytics revolution, a market segment that has been around forever, but...

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CA Levels The Playing Field
Jun01

CA Levels The Playing Field

SAN JOSE: CA Technologies has a storied past that began with the mainframe back in 1976, but it’s looking to reinvent itself as the architect of the ‘modern software factory’ which will make Digital Transformation a reality. It’s all about rapid — and frequent — change, levelling the playing field, and the keys include a focus on business agility, a high degree of automation and reducing time to market, all while securing...

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