Kaseya Connect User Conference: Five Questions Worth Asking
The Kaseya Connect User Conference kicks off May 26 in Las Vegas. I plan to blog live from the event. If you have questions for Kaseya’s management team, customers and partners, feel free to email them to me (joe [at] ninelivesmediainc.com) or post comments below. In the meantime, here are five key questions I hope to have answered at the event.
1. Billion Dollar Opportunity?: Generally speaking, I believe most of the major MSP software providers generate annual revenues ranging from $10 million to $60 million. It’s difficult to really nail down revenue ranges since most of the software companies in this market are privately held. And publicly held MSP players such as Dell (Silverback) and Ingram Micro (Seismic) don’t break out their MSP-oriented revenues.
All that aside, some MSP software CEOs consider this industry to be a multi-billion dollar opportunity. Does Kaseya CEO Gerald Blackie still share that view? Just how big a market can managed services become, and how large a player will Kaseya be in the managed services ecosystem?
2. Global Footprint?: Kaseya and many of its rivals are pushing deeper into EMEA (Europe, Middle East, Africa), Australia and Asia. Which regions are growing fastest? And are MSPs collaborating across continents?
3. Market Consolidation?: When Dell purchased Silverback in 2007, I assumed MSP software industry consolidation would accelerate through more mergers and acquisitions. Admittedly, major M&As have been slow to materialize. But Nimsoft CEO Gary Read told me in April 2009 that he increasingly hears from companies seeking to be acquired.
Are Kaseya and its partners hearing M&A buzz? If so, how might the industry consolidate?
4. Active Licenses?: During last year’s user conference, Kaseya CEO Gerald Blackie conceded that Kaseya’s installed base included thousands of licenses that MSPs had yet to use. More recently, I’ve heard from multiple industry sources who describe a potential shelfware problem in the industry.
Shelfware, as ComputerUser notes, is software that gets bought by a company or individual that ends up sitting on a shelf somewhere and not being used. Does the MSP industry have a shelfware problem? I’ll be looking for anwers.
5. Kaseya Software as a Service?: Generally speaking, Kaseya is a popular on-premise solution for MSPs, VARs and IT departments. But how is Kaseya building out its SaaS strategy? How will Kaseya evolve its licensing model for SaaS? And how will Kaseya potentially compete and cooperate with companies that already host Kaseya — such as VirtualAdministrator?
Lots of questions. I’ll push hard to find the answers at the conference. If you have additional questions you’d like me to pose, feel free to email me (joe [at] ninelivesmediainc.com) or post a comment.