I ended up selling my shares after much thought. For me customer growth this Q was not as much an issue. It was 35 in last 2Qs (1st half of FY2019). What concerned me was only 44 new customers in all of FY 2018 vs 105 and 95 in the previous 2 FYs. Was the overall move to kubernetes affecting Pivotal so much which explained the low customer growth in FY 2018? They did come up with PKS to address kubernetes last year. But apart from generalities such as PKS is doing well they did not discuss details about it. It seemed that management was not confident enough that they have the best product in that area. At least that was my perception. I wonder what others with a better understanding of the technology think.
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