Pivotal is at the epicenter of how enormous companies rediscover the art of software development.
Pivotal had a pretty major milestone this last quarter, over a quarter-billion dollars in 2016 bookings, up 130 percent year-over-year. The momentum with Pivotal in terms of digital transformation is white hot. Pivotal is now engaged in a third of the Fortune 100, and I would say the strategy so far has been to only go after the tallest buildings in the city. The opportunity to take Pivotal Cloud Foundry into Fortune 2000 and beyond is enormous. That’s going to represent a big opportunity for partners.
From a a recent interview.
[Michael Dell] said that production plants in foreign countries are largely there because that’s where plants have been developed and have ready access to computer device components, including batteries, semiconductors and other supplies. “Building a final assembly plant in the United States is actually quite easy. But that’s not really the point,” he said. “The point is that without the feedstock industries… the components… that plant would be uncompetitive. So we need to have a thoughtful approach to those feedstock industries.”
We like the opportunity to invest in R&D in our own growth, hire more salespeople, and think about the business in a three-, five- and seven-year time frame.
And on M&A:
There aren’t any huge deals that we need to go do.