Agree, Jaluma.
The tea leaves I divine tell me this is getting soaked.
Wouldn't surprise to see at least one more Enterprise Sales Update before they start reporting Annual Contract Value in January Quarter.
"We will be the global go-to place for finding, using, analysing and acquiring insight from 3D Data."
Clear statement of intent.
Key Value Proposition is this from the AGM Presentation:
"Pointerra does not compete with existing market participants in the 3D data sector. The Company’s solution solves entrenched, inefficient and expensive workflow problems. Non-competitive, Pointerra provides value-add technology to 3D Channel partners."
Under Satya Nadella, Microsoft has learned this lesson well. It is one of the strategies they have used to critical advantage in reclaiming top spot as world's most valuable company.
Courtesy CNBC:
"More open to partnering. While AWS continues to compete with some customers, Microsoft has tried to make itself out to be less of a threat and more of a collaborative partner.https://www.cnbc.com/2018/12/03/microsoft-recovery-how-satya-nadella-did-it.html
"At a Credit Suisse conference last week, Microsoft executive vice president Jason Zander was asked about what makes Microsoft's Azure cloud unique. Zander pointed to the breadth of Azure's portfolio and its ability to work alongside companies' existing on-premises data centers.
He also talked about how Microsoft thinks about its own customers.
"One of the key things I always tell potential customers and partners, we're not your competition," he said. "We're here to help support you in a world where I think a lot of customers that I talk to -- they don't want to get technology on one hand from a provider and have that provider turn around and compete with them on another."
"With Nadella at the helm, Microsoft has also been willing to put aside longstanding rivalries. It has formed partnerships with competitors like Dropbox, Red Hat, Salesforce and even Amazon."
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