The Size Of The Hybrid Cloud Platform Opportunity
Mainframe was a platform and a lot of people made a lot of money on it, including a lot of partners. Our middleware stack was a platform and a lot of people made a lot of money on things like WebSphere, DB2 and Informix. If we made tens of billions of dollars, partners made hundreds of millions in aggregate over the decades.
I would like to see our hybrid cloud platform be as big or bigger than any of those. If you take the mainframe, by the way, over its 50 years, that‘s hundreds of billions. You could debate whether it’s trillions. I would like to see our hybrid cloud platform be that big and that sustainable. That means sustainable for decades, not just for a few years. That is my vision for us and our partners together.
I would like to see in a short number of years, we can debate whether it‘s three years or five years, I would like to see our revenue with our partners double, to put a simple number on it, which means their revenue doubles. That’s what I’d like to see in three to five years.