Tag Archives: Software as a Service

The State of the Cloud for investors


Presentation of the State of the Cloud based on Bessemer Venture Partners annual research

In continuation to the Tech Trends, I wanted to share with you what I did also told investment bankers about this market close to my heart. I used an excellent report issued by Bessemer Venture Partners as a source.

So much has changed in just 20 years. As of February 2020, there are more than 86 private cloud unicorns. On February 5, 2020, the cloud market value surpassed the $1 trillion market capitalization, with a 45% growth rate.

Software as a Service (SaaS) and Infrastructure as a Service (IaaS) are 2 areas of the cloud to be looked at in more depth. Vendors like Microsoft, Salesforce, Adobe, SAP, Oracle for SaaS, and Amazon, Azure, or Google for IaaS are the dominating giants.

We’re living in a cloud-first world. While many would say software is eating the world, I think that’s only half the story. Cloud is powering the future of software.

At current growth rates, the cloud could penetrate nearly all enterprise software in a few years. Bessemer Venture believes that the cloud industry ($172 billion), and the cloud delivery model, will transform and grow beyond enterprise software ($456 billion) and technology ($3.7 trillion). 

“The cloud is becoming as fundamental to how the world runs as the electric grid, telecom network, or the railroad”

Aaron Levie, CEO of Box

The cloud has already moved beyond the enterprise software market and will continue to, as we turn toward the cloud for transportation, healthcare, education, and more.

What is your take? Please comment and engage.

Emmanuel

All my videos are also available on my YouTube channel.

Working in a social enterprise: On boarding @salesforce experience


I’ve just completed my third week at salesforce.com and I wanted to share with you the light and colors of this amazing on-boarding.

My first day already had a special flavor. What would a geek like me do when arriving in the lobby? Foursquare it! And as I’ve included the @salesforce handle in my message that of course got spanned on Twitter, LinkedIn and Facebook among others – I’m becoming lazy and all my accounts are chained- the salesforce team back in the Bay Area using Radian 6 spotted me within minutes as a new hire. What a surprise when I got a response message on Twitter from the official @salesforce feed stating “Welcome to the family”. I felt it as a social hug if you will, a good first impression of a social enterprise.

This very first day I could feel the energy, passion, commitment and team spirit of this fast growing company individuals. If you were not aware, Salesforce has been to date the B2B software vendor to reach the $2B mark the fastest. It was not Microsoft, Oracle nor SAP. Combined with the think different kind of attitude and this desire to show the world that cloud computing is a must for all enterprises, Salesforce employees seem all to be part of a burning quest: Born Cloud, Reborn Social.

Another clue that I have been joining a cloud company, I could finally behave at work just as I had been in my day to day life: everything on the cloud – my music, my videos, my books, my address book, my email, my calendar, my files from multiple devices, my bank accounts… The ultimate mobility lies in this, just give me a connected device and I can operate within minutes just from everywhere. Computing has truly become a utility, plug and live! Salesforce.com is walking the talk. Good to feel.

As a matter of fact I was totally able to operate with the corporate environment at the end of the very first day, using a Mac at work, my personal iPhone certified and even a request for me to buy an iPad for work. What a difference from any other company I was given to work for before.

I’ve been meeting a lot of people at salesforce since this first day and I can attest there is a true company’s culture by which we all live by. Someone summarized one aspect of it with this quote “Type A people environment where A.H. cannot survive”.

I believe such a company is due to succeed big time because of the people. I’ve been given to compete against very large companies before and I know it: a small gang of passionate and committed individuals with strong beliefs and a quest at heart can make a huge difference.

To be continued…

Week in review: Big Data’s impact on the world – Enterprise Apps gold rush to the cloud


Big Data is pursuing to bubble up as the topic of choice for the beginning of 2012, even during Davos. Not surprising when one can attest that the cloud computing model is making significant progress all over the planet and even in my home country, France, where skepticism used to be the attitude regarding it. In turn, leveraging the cloud leads to Big Data, in a business context as well, to try to extract from all sorts of data streams meaningful business insights.

Big Data’s Impact in the World
Steve Lohr, in the New York Times, develops some examples in various areas and highlights some interesting numbers.

I won’t come back on Facebook IPO as the entire planet just twitted and blogged about it. But let’s step back 5 years ago and remember how people where viewing Facebook back then. It changed big time, Facebook is no longer a youngster phenomena but a business eye opener. Amazing 180° view of the world for a company supposedly going to be valued more than $100B now. Don’t you think? We’re already in a new world. Social Media is now a reality to most businesses, Marketing cannot ignore it anymore and mobile devices are becoming rapidly the #1 entry point to it. By the way, what is the revenue Facebook is making on mobiles ;-)? (None for now, but stay tuned).

By the way, recently SAP acquired Successfactors for $3.4B, Salesforce.com did the same with Rypple and Oracle with Taleo for $1.9B and RightNow, check this out. The enterprise apps gold rush seems to be on the cloud.

As Larry Ellison said about cloud computing in 2008: “What is it? It’s complete gibberish. It’s insane. When is this idiocy going to stop?” Not there yet apparently 😉

So are you ready for Big Data, cloud computing, social networks and mobile internet?

Best Internet Trends Presentation – Web 2.0 Summit


KPCB Internet Trends 2011

View more presentations from Kleiner Perkins Caufield & Byers

As usual, Mary Meeker delivered this presentation during Web 2.0 summit and summarizes important trends in our industry with a lot of meaningful data.

Internet Trends 

  1. Globality – We Aren’t In Kansas Anymore… 
  2. Mobile – Early Innings Growth, Still… 
  3. User Interface – Text -> Graphical -> Touch / Sound / Move 
  4. Commerce – Fast / Easy / Fun / Savings = More Important Than Ever… 
  5. Advertising – Lookin’ Good… 
  6. Content Creation – Changed Forever 
  7. Technology / Mobile Leadership – Americans Should Be Proud 
  8. Mega-Trend of 21st Century = Empowerment of People via Connected Mobile Devices 
  9. Authentic Identity – The Good / Bad / Ugly. But Mostly Good? 
  10. Economy – Lots of Uncertainty 
  11. USA Inc. – Pay Attention!

Emmanuel Obadia in a podcast (French)




BFM : L’innovation en Europe et le secteur des logiciels
09 juillet 2011
Actualité : baromètre BVA/Syntec pour 01Business&Technologies. 
  • GAEL SLIMAN, Directeur Général adjoint de BVA opinion, 
  • BRUNO VANRYB, PDG d’Avanquest Software et président du Collège des « éditeurs de logiciels » du Syntec Numérique, 
  • EMMANUEL OBADIA, Senior Vice President Enterprise Products chez Sage. 
Coup de pouce à une start up : Jérôme Valette, directeur général de aEnergis, une start up qui optimise la collecte des déchets grâce à un système de capteurs radio.