Pivotal Software S-1
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Pivotal Software S-1
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Re: Pivotal Software S-1
#2> We are focused on subscription sales of our platform. Since announcing PCF in November 2013, our subscription customer count has grown rapidly to 319 as of the end of fiscal 2018. Our subscription revenue was $95.0 million, $150.0 million and $259.0 million for fiscal 2016, fiscal 2017 and fiscal 2018, respectively, representing year-over-year growth of 58% and 73% for our two most recent fiscal years.
Re: Pivotal Software S-1
#3Interesting. I wonder if it is coincidence, or if they timed this to ride on the Dropbox IPO.
Re: Pivotal Software S-1
#4Ironically, this ends up being pretty much a spin-off since the companies which founded and own Pivotal are working on a merger themselves.
We’re back to this model of “innovation” I guess.
Re: Pivotal Software S-1
#5Interesting. I wonder if it is coincidence, or if they timed this to ride on the Dropbox IPO.
It's related to the Dell - VMWare reverse merger. They have to raise cash to fund the merger.
Re: Pivotal Software S-1
#6This is the first I'm hearing of Pivotal. Are they a cloud provider or something? I'm having a hard time figuring out exactly what they do from their website.
Re: Pivotal Software S-1
#7This is the first I'm hearing of Pivotal. Are they a cloud provider or something? I'm having a hard time figuring out exactly what they do from their website.
AFAIK one of the things that they are trying to do with Cloud Foundry is abstract away which cloud you're running on.
They are kind-of the OG multi-cloud vendor.
Re: Pivotal Software S-1
#8This is the first I'm hearing of Pivotal. Are they a cloud provider or something? I'm having a hard time figuring out exactly what they do from their website.
They basically make a Java-based application abstraction layer that sits on top of AWS, Azure, VMWare, etc. Basically a platform for managing storage and compute across multiple on-prem and cloud providers. It’s real enterprisey stuff — as in, it’s probably not even interesting to you until you’re big enough to run in a half dozen data centers and within all the cloud providers.
Re: Pivotal Software S-1
#9This is the first I'm hearing of Pivotal. Are they a cloud provider or something? I'm having a hard time figuring out exactly what they do from their website.
They are a super trendy development and cloud consultancy firm based in San Francisco and New York. They have all the right words and everything. Pretentious start time of 9:06 am, signalled by a gong. All pair programming on iMacs. I visited their very shiny office for a tech talk. Two employees (they call themselves Pivots) used the exact same language to describe how good the strict schedule is. I struck up a conversation with a gentleman wearing their logo. He seemed visibly taken aback when I asked what his role is. Turned out to be C-level and giving the presentation.
Re: Pivotal Software S-1
#10This is the first I'm hearing of Pivotal. Are they a cloud provider or something? I'm having a hard time figuring out exactly what they do from their website.
Their S1 filing actually provides an easy to read description of their business:
https://www.sec.gov/Archives/edgar/data/1574135/000104746918...
to paraphrase:
Besides consulting and software development (Labs), their main product is PCF (Pivotal Cloud Foundry). Basically it helps combine the best bits of cloud centric, automated, containerized tools - without locking you in and letting you be portable across AWS, Google, Azure or private clouds.
The big thing here is that there is a massive opportunity of large companies still managing large monolithic apps with slow, expensive horribly inefficient infrastructure and deployment practices. Pivotal helps (especially bigCo.'s) rebuild their whole app infrastructure as well as transform their culture of software development. The biggest thing, according to their case studies, is that both speed of development as well as the ratio of 'ops' headcount to 'developer' headcount can be significantly improved.