David Cobb
๐ค SpeakerAppearances Over Time
Podcast Appearances
We like to have fun.
We like to succeed and make an impact.
And, you know, now this merger with Tricentis will put us even in a better position to do that longer term.
I think that what you're noticing and pointing out is that there are many fast-growing and successful companies in this space that bring the newer technology and the more modern approach.
And we're all really smaller players going after a huge pie where you see the legacy providers like Micro Focus and IBM and CA struggling to maintain market share.
And so
I think that there are going to be room for multiple winners, multiple companies that grow.
We don't compete directly with those companies in a meaningful way.
In fact, we often see folks like Sauce as potential partners and complementary.
The reason and the ecosystem can be quite complex, and the time here doesn't allow for that.
But as you think about the entire end-to-end that a software developer and tester goes through in their entire daily life,
approach to putting out excellent software very quickly.
It involves multiple capabilities, and it's more than one company traditionally can do.
So huge space, huge opportunity.
Listen, we're growing as a collective company in kind of the 70% plus.
We see the market is wide open.
We have no reason to believe we can't get to be a billion-dollar company, and I'm sure there'll be some others that also have a similar path.
There's none planned today, and we feel like we've got the assets that can get us to where we need to be.
You always want to be aware of other levers that drive growth.
But right now, between Tricentis and QA Symphony, Tricentis made a couple of acquisitions earlier, a company called Flood.