Great event to watch, however it sure would have been nice to see CEO John Chen tonight on CNBC's Mad Money talking cyber security assets rather than the CEO of Palo Alto
35:28 Wind River acquired by Aptiv: no change in short term; BB will overlap with Wind River over time. Cloud was the reason Aptiv acquired Wind River, so some potential for collaboration.
29:09 IVY revenue model: BB got inquiries for low digital digit number of POCs - it's more than company can handle (aimed for 3-4). New IVY release in Nov that requires less hand-holding. Aiming for 1 design win this fiscal year.
Great event to watch, however it sure would have been nice to see CEO John Chen tonight on CNBC's Mad Money talking cyber security assets rather than the CEO of Palo Alto
John Chen is a fraud and a bad speaker
It make sense for PANW CEO to be on mad money since their earnings were released after market close
35:28 Wind River acquired by Aptiv: no change in short term; BB will overlap with Wind River over time. Cloud was the reason Aptiv acquired Wind River, so some potential for collaboration.
38:10 BB now has a new general manager for AtHoc for non-government sector.
14:36 On upsell: 68% of Cylance installed base only has 1 module, while 28% have only 2 modules.
29:09 IVY revenue model: BB got inquiries for low digital digit number of POCs - it's more than company can handle (aimed for 3-4). New IVY release in Nov that requires less hand-holding. Aiming for 1 design win this fiscal year.
*Low double-digit number of IVY POCs