“This market is the largest market that we’ve ever seen,” says Intel CEO Bob Swan. “We view our market share as roughly 23-25 percent. The opportunities we have to grow in this increasingly data-centric world is fairly significant.”
“Were the fastest growing cloud company in the enterprise software space,” says SAP CEO Bill McDermott. “We grew total revenue by 16% and grew cloud 48%. Let me just put this on the line. When you grow cloud 48%, that’s 80% faster than Salesforce, that’s 30% faster than Workday.
“Anything we do in Honeywell, innovation is always the key,” says Honeywell CEO Darius Adamczyk. “Whether it’s expanding into Europe, driving more robotics, a connected warehouse offering which we are bringing to customers and having a broader play, are the key technology levers for that business.”
PagerDuty is really about making sure that our users understand that this could be a good thing, being woken up in the middle of the night if it’s for the right problem. It’s a way that can help you deliver a much better experience for your customers.
“We have a big existing on-premise user base and I believe all of them will move to the cloud,” said Oracle CEO Mark Hurd. “In fact, I was with a large group of our users just last night and they’re all going to move on their time frame. When we get to a certain point you will start to see a geometric move in the market and it will be significant.”
“With respect to rollouts, what we expect, and there has been a lot of trials going on and a lot of demonstrations going on, but the initial trials were in-building last year,” says Alastair Williamson, CEO of Ranplan Wireless. “We expect these to accelerate in 2019 and we expect to see the peak of 5G coming through in about 2023.”
“The platform we have uses big data analytics and machine learning in the cloud to process and find all of the unknown malware, make it known and be able to block it,” says Scott Stevens, SVP, Global Systems Engineering at Palo Alto Networks. “We find 20-30 thousand brand new pieces of malware every day.”
“It’s still really early days,” says Amazon Web Services CEO Andy Jassy speaking about the cloud. “Sometimes we remind ourselves that even though it’s a $30 billion revenue run rate business growing 45 percent year-over-year, it’s the early stages of enterprise and public sector adoption in the US. Outside the US they’re 12 to 36 months behind depending on the country and industry.”
We believe the Edge is the next frontier, says HPE CEO Antonio Neri. “When we talk about the enterprise of the future, we see an Edge centric cloud-enabled data-driven enterprise,” notes Neri. “What that means is the cloud is moving closer to where the data is created. That’s driven by the use cases we see around us.”
Our business on the enterprise side is in hyper-growth mode, says SurveyMonkey CEO Zander Lurie. “We booked our first $10 million quarter, our first million-dollar customer, and we signed up 11 percent more customers in the last quarter alone than we had over all these years.”