I caught up with Blackie before we both got down to business at CompTIA Breakaway here in Washington, D.C. It sounds like Kaseya is planning some major surprises for later this month -- August 2011 -- and toward the end of this year. Our discussion was wide-ranging -- everything from managed services to cloud computing, enterprise automation, the economy and even family vacations.
Generally speaking, I think Kaseya has more deeply engaged with MSPs over the past six to 12 months, especially as the Kaseya 2 platform gained some maturity, and as some RMM (remote monitoring and management) software providers attempted to recruit smaller MSPs away from Kaseya.
Yes, I've certainly heard about some MSPs switching from Kaseya to LabTech Software and other RMM providers in the past year. But in recent months, I've also heard from larger MSPs that have either (A) switched back from rival RMM software to Kaseya or (B) abandoned plans to leave Kaseya's software.
(Side note: I don't have market share figures at my finger tips but I think it's safe to say many RMM industry software providers are in growth mode.)
Key PrioritiesMy conversation with Blackie didn't really focus on competition with any single company. Also, Blackie didn't sit down to pitch me any particular news. Our conversation was quite informal -- how is he feeling about Kaseya? Judging from his words and relaxed body language: Blackie feels pretty darn good. Among the nuggets of information we discussed:
1. Cloud Birthday: Kaseya's on-demand software offerings are now one year old. Blackie didn't hype the cloud but he seemed genuinely pleased with Kaseya's progress so far in cloud computing -- no noteworthy outages, coupled with continued sales growth. How much growth? It sounds like Blackie expects Kaseya's cloud portfolio to generate substantial revenues within a year or two.
2. Global Moves: Kaseya now has roughly 500 employees worldwide, and the company continues to blend seasoned Kaseya team members with experienced hires who have previously worked at larger companies. The company's global push includes the usual regions -- North America, Europe, the Middle East, Asia, Australia and South Africa. Where to next? It sounds like Blackie is heading to Brazil soon...
3. Serving Enterprises and Service Providers: Blackie really doesn't draw a line between MSPs and Kaseya's enterprise customers. Instead, he sees both audiences as customers with similar needs. Blackie also believes Kaseya's focus on large enterprise customers ultimately benefits service providers.
A prime example: Blackie recently had a call with an enterprise that's rolling out roughly 15,000 software agents -- with potential plans to deploy 100,000 or more software agents. (I think those are the general ranges; I took mental notes during our conversation -- but I wasn't armed with a pen and paper.) The key takeaway for MSPs: If Kaseya's software can scale to hundreds of thousands of corporate nodes, then it can certainly scale for MSP use... I think that was Blackie's main point, though I'm paraphrasing heavily.
4. Next Moves: Kaseya seems to be planning several key moves over the next few weeks and months. Frankly, I don't know what they are. But I do know this: Keep a close eye on Intellipool, a network monitoring platform that Kaseya acquired earlier this year. I've heard Blackie discuss Intellipool twice over the past four months or so. And both times, he seemed to indicate that Intellipool will help Kaseya to compete with platforms like SolarWinds.
Also, Kaseya is open to making more acquisitions -- but within reason. Blackie noted that Kaseya remains self-funded -- meaning that the company isn't ready to swallow big software companies. If Kaseya makes any more acquisitions, I suspect they will be highly targeted "tuck in" deals --similar to Intellipool, which essentially had two employees and some tightly written code that will ultimately snap into Kaseya's platform.
That's all for now. Back soon with more insights from CompTIA Breakaway.