Ken Klein, CEO of Wind River, gave an upbeat presentation at D.A. Davidson & Co.'s fourth annual technology conference in Park City, Utah, this morning. While there wasn't a great deal that would be new for DSO.com readers, Klein did sprinkle in a few new insights:
Wind River has increased its market share from 30% to 40%, or four times that of its next largest competitor. And the company believes there's lots of growth potential, with only 10% of the overall market having been penetrated to date.
The company will make a major announcement every six months, in part to keep renewals strong. This means the company's next big announcement will come in the spring.
For the company's Q3, ended Oct. 31, 2005, revenue broke down as follows:
Run-time licenses (per-unit): Accounted for 30% of revenue, or $20 million.
Perpectual license (per project, legacy): Accounted for 17% of revenue, or $11.4 million.
Maintenance: 12% of revenue, or $8.1 million.
Services: 14%, or $9.6 million.
Subscriptions: 27%, or $18.5 million.
Wind River's cash situation is improving. Under Klein's leadership, the company has brought its debt down to $42 million from $190 million, as of Q3. The company has just under $200 million in cash in the bank, so that means $158 million of it is "free." That's important, obviously, for future innovations.
Device software is doubling every two years, a kind of Moore's Law for devices. Today, the average device has 1 million lines of code; in two years, that will be 2 million lines, Wind River expects.
Finally, watch for Wind River's Q4 and full-year results on March 8, Klein said.
You can hear his full presentation from this Webcast page.
This is a public forum. CMP Media and its affiliates are not responsible for and do not control what is posted herein. CMP Media makes no warranties or guarantees concerning any advice dispensed by its staff members or readers.
Community standards in this comment area do not permit hate language, excessive profanity, or other patently offensive language. Please be aware that all information posted to this comment area becomes the property of CMP Media LLC and may be edited and republished in print or electronic format as outlined in CMP Media's Terms of Service.
Important Note: This comment area is NOT intended for commercial messages or solicitations of business.
Unless the industry changes, it soon won't have enough developers to write all the code that today's complex devices require, says Enea's VP of product marketing.
To realize and accelerate the full benefits of device software optimization, focus on productivity and innovation at the application level, writes Encirq's vice president of worldwide marketing.
If you're not reusing device software, you're not getting the most from your DSO strategy, says the co-founder and technical director of Proven Software Solutions.
The benefits will include superior integration, security and reliability-plus on-time, under-budget delivery, says the founder and CEO of Green Hills Software.
After many false starts, the infrastructure and standards for ESL design are starting to make a difference, according to the ESL strategic marketing manager and engineering manager for ESL tools at ARM.
A 12-Step Program for Device Engineers, by Ken Klein, CEO of Wind River
