Tag: growth
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Macro-economic headwinds vs “The Terrace-in-April”
I feel like there’s an unspoken set of assumptions and a slightly hidden “operating system” for how societies run. This comes out a lot when I read dense macro-economic analysis like this one. Let’s see what Opus 4.7’s angle is on my question: If I look at this piece, it seems to be saying Europe…
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“we now have more than 7 million total ChatGPT for Work seats (up 40% in just 2 months).”
A big deal: more than 800 million weekly users already familiar with ChatGPT, adoption and ROI within businesses is realized more rapidly–pilots are shorter and rollouts face less friction. We’re seeing this with the growth of ChatGPT for Work–we now have more than 7 million total ChatGPT for Work seats (up 40% in just 2…
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What do we think of GitHub saying there are 180m developers in the world?
180 million-plus developers now work and build on GitHub. Their definition is “[a]nyone with a GitHub account.” Let’s not overthink it, just yet, and instead go with what they’re saying. If 2025 had a theme, it would be growth. Every second, more than one new developer on average joined GitHub–over 36 million in the past…
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We waited 20 years for this! Salesforce CEO Marc Benioff on an Informatica long game as growth re-emerges as a corporate priority –
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On European Defence, Energy and Growth – Imagining big changes in European priorities: changing policy to get more energy, more emphasis on militaries.
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Are executives prepared for employees that 30% more productive?
Now that we’ve replaced all these people with a robot, how can we climb the CAGR? I was a guest on the Cloudcast this week. I go over how I use AI and then Brian and I discuss how companies could get more use out of AI. Most of it, I think, rests on how…
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CEO Kurian: ‘When I Started, Most People Told Me We Didn’t Have a Chance’ – “We’re now the fourth largest enterprise software company.”
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Nike: An Epic Saga of Value Destruction – The troubles of shifting to a direct, Internet-based go-to-market. And, also, of focusing only on growing revenue from existing customers instead of also getting new customers: ‘Obviously, the former CMO had decided to ignore “How Brands Grow” by Byron Sharp, Professor of Marketing Science, Director of the…
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Survey reveals generative AI employee fear – Lots of hopes and dream, not enough projects and experiments: “IBM’s research found that less than half of organisations are focused on GenAI pilots – and another 24% are doing nothing at all. But almost half (49%) of the CEOs polled expect to use GenAI to drive growth…
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Non-knowing growing – “…non-knowing, growing. It’s what babies do when they learn to walk. They get up, they fall over, they get up, they fall over, and they gradually figure out what walking is. They don’t know how to walk.” // If you’re open enough to the universe, you make sure that doesn’t ever stop.
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– Innovator’s Dilemma dynamics – “while a $40 million company needs to find just $8 million in revenues to grow at 20 percent in the subsequent year, a $4 billion company needs to find $800 million in new sales. No new markets are that large. As a consequence, the larger and more successful an organization…
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🗂 Link: Comparing the Predictive Ability of the Net Promoter Score and Satisfaction in 12 Industries
It’s behavioral intention vs. satisfaction. Another reason for why the NPS correlations with growth were nominally higher is because the NPS is a measure of behavioral intention (likelihood to recommend). In contrast, the ACSI is a measure of attitude. While attitudes do predict behavior, they tend to predict behavior through behavioral intentions. This idea is…
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Link: Growing Acceptance of Smart Home Devices Will Drive Double-Digit Growth Through 2023, According to a New IDC Forecast
Beyond the first quarter, IDC anticipates the global smart home market will reach 840.7 million units by the end of 2019 and grow to 1.46 billion units by 2023 Source: Growing Acceptance of Smart Home Devices Will Drive Double-Digit Growth Through 2023, According to a New IDC Forecast
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Link: A new player in a new game
Like most other ‘new generation’ IT providers, Fastly plays up its growth rate while playing down the cost of that growth. Sales at the company rose about 40%, year over year, in 2018 to $145m. In comparison, Akamai is a single-digit percentage grower, although it is roughly 10 times larger than Fastly. Fastly also runs…
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🗂 How Vans Keeps Its Cool
> The company hopes that Vans will reach $5 billion in sales by 2023 — and it’s on track, having grown 25 percent in its most recent quarter, and expanded at an average 15 percent annually over the last 15 years. www.businessoffashion.com/articles/…
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Link: Mesosphere revenue, etc.
“Last year in Q4 we issued news about hitting a $50m+ run rate and this year’s Q2 marks our biggest quarter ever, beating our numbers over the last 14 quarters. In fact, according to a recent report from Inc, we are the third fastest-growing software company in the U.S. with a revenue growth of 7,507…
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Link: Employees should work on hard things, not easy things
‘For a business to thrive, each employee must ultimately be worth three times their wages to the business. That means if someone is getting paid $60k per year, their worth to the business likely exceeds $180k. People often underestimate what they are worth. One way people, especially more junior employees, underestimate themselves is by failing…
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Link: Gartner: IT spending to hit $3.7 trillion thanks to record 6.2% growth in 2018
“This is the highest annual growth rate that Gartner has forecast since 2007 and would be a sign of a new cycle of IT growth,” said John-David Lovelock, a research vice president at Gartner. “However, spending on IT around the world is growing at expected levels and is in line with expected global economic growth.…
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Link: Yes, DevOps is all about business growth, especially the digital variety
Vendor survey, but whatever: “A survey of 1,300 executives just released by CA Technologies and Freeform Dynamics finds that while 75 percent recognize that these approaches drive significant business success when implemented together, only a relatively small proportion – about one in five – consider the consistency, depth and breadth of usage of these practices…
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Link: The State of the Cloud Industry in 2018
“We believe good companies grow from $1 million to $10 million in annual recurring revenue (ARR) in four years, but the best companies can do it in just two years.” Original source: The State of the Cloud Industry in 2018
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