Open Source + Big Data = Big Money

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Presented at OSBC, this presentation examines the growth opportunity for firms whose primary revenue mechanism is software sales and licensing. Specifically, it compares and contrasts them with data …

Presented at OSBC, this presentation examines the growth opportunity for firms whose primary revenue mechanism is software sales and licensing. Specifically, it compares and contrasts them with data oriented revenue opportunities.

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  • 1. Open Source + Big Data= Big MoneyMay 201110.20.2005
  • 2. http://redmonk.com/public/osbc.pdf 2
  • 3. What do these vendors have in common? 3
  • 4. 4
  • 5. These are PwCsGlobal Software Top 20 5
  • 6. Source: PwC6
  • 7. What else do these vendors have in common? 7
  • 8. All were founded before 1989 8
  • 9. 1989 was twenty-two years ago 9
  • 10. Things that happened in 1989• The Soviet Union left Afghanistan• Time and Warner Merge• The Exxon Valdez oil spill• Tiananmen Square• Rain Man won best picture• Sega Genesis is released 10
  • 11. Oh, and some show called Seinfeld premiered 11
  • 12. The average age of theTop 20 Software Companies, in fact, is 47 years 12
  • 13. Thats partially skewed by the likes of IBM (1911) NEC (1899!), though 13
  • 14. Less outliers? 31 years 14
  • 15. So? 15
  • 16. Big, older companies outsource riskBy acquiring smaller, younger ones 16
  • 17. But if older = bigger 17
  • 18. Why is Microsoft the biggest? 18
  • 19. And theres a bigger problem 19
  • 20. 20
  • 21. Question:Is Google a software company? 21
  • 22. Exactly 22
  • 23. 23
  • 24. 24
  • 25. 25
  • 26. 26
  • 27. Growth through software sales is slowing 27
  • 28. Growth through data is not 28
  • 29. The Four Stages ofSoftware Producers 29
  • 30. STAGE 1“The money is in the hardware, not the software” 30
  • 31. STAGE 2“Actually, the money is in the software” 31
  • 32. STAGE 3“The money is not in the software, but it is differentiating” 32
  • 33. STAGE 4“Software is not even differentiating, the value is the data” 33
  • 34. What happens when companies of one stagecompete with another stage 34
  • 35. Microsofts Share Price 35
  • 36. Share Price in Context 36
  • 37. The Age of Data is upon us 37
  • 38. The Age of Software The Age of Data 38
  • 39. What does this mean? 39
  • 40. Software is a means 40
  • 41. What are you bad at? 41
  • 42. Customer conversion 42
  • 43. If youre in open source,youre good at distribution 43
  • 44. If youre good atdistribution, youre good at generating data 44
  • 45. USE IT 45
  • 46. Open Source is not Growth 46
  • 47. Open Source enables data Which enables growth 47
  • 48. So if youre in open source and youre ignoring data 48
  • 49. Youre doing it wrong 49
  • 50. QUESTIONS 50