CA’s BTCS2.1: Where Do We GrOw From Here?
Jun14

CA’s BTCS2.1: Where Do We GrOw From Here?

At last week’s second annual Built to Change Summit CA Technologies updated analysts and journalists on where it and the markets it’s pursuing — primarily DevSecOps, with a heaping helping of mainframe — are, where they’re going, and how the software toolmaker will grab a bigger slice of the rapidly growing digital transformation (DT) pie, which is being largely driven by software, and more specifically, applications. While the money being lavished on DT and DevSecOps are staggering, CA’s ability to grow with this opportunity remains at best a work in progress, with relatively flat sales and forecasts. Based on the market data, CA should be in the DT/DevSecOps sweet spot, and poised for rapid and sustainable growth. According to a new report, IDC’s forecast for the global DevOps software market — in excess of $5.6 billion by 2021 — was way off. MarketsandMarkets predicts that CA’s future has a much bigger potential upside — $10.31 billion by 2023 — up from $3.42 billion in 2018. Even better for CA, the market growth will be powered ‘due to the increase in the adoption rate of Artificial Intelligence (AI) and machine learning among enterprises.’ So all that remains to be seen is if CA can continue to grow with the software-enabled, data-driven, digital transformation business phenomenon that will run on DevSecOps, while reducing, if not eliminating, the shackles of its legacy businesses and embraces software-as-a-service and more flexible pay-as-you-go consumption models. It faces many competitors — including IBM, Micro Focus (HPE), Puppet, Red Hat, Microsoft and Chef Software — and must continue to innovate at speed, and execute with precision and agility. That’s a lot to ask, but for a company that’s been around since 1976, probably not too much. Automation, AI and ML were front and center at BTCS 2, and while the company didn’t coin this phrase — “Software is eating the world but AI is eating software” — it was critical to the company’s future, said Ashok Reddy, Group GM, DevOps. He and other company execs, made it clear that artificial intelligence and machine learning were being aggressively pursured in a multitude of initiatives and products. Just prior to the summit, CA’s CTO and EVP Otto Berkes said there is “massive potential” to apply machine learning and machine intelligence. amd that the company has some “very pragmatic solutions” already in the market, and is doing a “lot of experimentation” on machine learning and machine intelligence. They figured prominently in last weeks product initiatives, as well as a number of its boundary-stretching initiatives, i.e. CA Accelerator, its internal fail-fast venture-capital program, and its Strategic Research intiative, under which a...

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