Sramana Mitra: We have recently covered a company called Tuya. Are you familiar with them? Sanjay Brahmawar: I haven’t worked with them directly, but I heard a bit about them. Maybe you can tell me a bit about what they have done or their coverage. Sramana Mitra: They just went public. I discovered them in
Sramana Mitra: I didn’t hear you say anything about independent software vendors building on top of your platform. Sanjay Brahmawar: I should have mentioned that. We do have a whole ecosystem of ISVs that take the platform capabilities and build their solutions on it. These could be people focusing on specific manufacturing applications or things
Sanjay Brahmawar: In terms of the competitive landscape, we would say that one of our prime competitors is PTC. We also have a great relationship with the hyperscalers. Sometimes we do compete with them, but more often we are collaborating for joint solutions to our clients. We offer the IoT layer and the hybrid integration
Sanjay Brahmawar: The second is the operational model. You would be familiar with this. A lot of software companies have been dealing with the old model of perpetual license selling. We decided, as part of our strategy, to move and shift to the SaaS model. This is a major shift for the company. It involves
Software AG is redefining itself as an IoT PaaS company. Sanjay talks about the transformation. Sramana Mitra: Let’s start introducing our audience to yourself as well as Software AG. I know that the company has been around for a while but you are on a transformational journey. Let’s understand where you started and where you