From Technical Niche to Strategic Priority

When Frank Karlitschek began his journey in free software in the 1990s, open source was a movement reserved for enthusiasts and developers. Today, as CEO of Nextcloud, he sees how that same philosophy has moved to the center of geopolitical debate. “It has gone from being of interest only to software developers to being on the geopolitical stage,” he says. In a context of transatlantic tensions and growing distrust of US tech giants, digital sovereignty has become a priority for European governments and companies.

Nextcloud, founded in 2016 as a spin-off from OwnCloud, offers an open-source productivity and collaboration suite that can run on private servers or in the cloud. The company has experienced explosive growth, with revenues increasing between 50% and 100% year-over-year. Recently, it contributed to the launch of Euro-Office, an open alternative to Microsoft Office, and continues to develop its Nextcloud Hub platform with artificial intelligence features.

The Mindset Shift: From IT to the C-Suite

Karlitschek recalls that in the early days of Nextcloud, conversations were mainly with IT managers, focused on functionality and price. “Now we also talk to C-level executives. It’s part of the company’s overall strategy: to say ‘we need to analyze our dependencies, we want a solution that fits the corporate strategy’.” This shift reflects a maturing market: software is no longer a commodity but a strategic asset.

The CEO identifies milestones that accelerated this trend: the Snowden revelations, the GDPR, and above all, the current geopolitical situation. “I meet with major politicians who now truly care about it,” he notes. The demand for digital sovereignty has skyrocketed, though it doesn’t always translate into immediate action. “There’s a lot of debate and exploration. We hope this translates into action in a few months,” he comments.

Structural Change or Passing Fad?

For Karlitschek, the trend toward digital sovereignty is structural. “If you look at IT budgets in the 1990s, they weren’t relevant. Then came the cloud with the promise of cost savings. Today people have realized it’s not something you can ignore.” Vendor dependency, industrial espionage, and competitiveness are factors that have elevated software to a strategic level. “With open source, you’re more flexible. I think this trend will continue,” he says.

Nextcloud is seeing particular interest in sectors such as defense, education, healthcare, and finance. “In defense, we see a lot of interest; education is also very important for us,” he details. The company benefits from a funnel of customers that, although not yet fully converted, promises sustained growth.

The EU’s Tech Sovereignty Package: Enough?

The European Commission recently published its tech sovereignty package, which includes an open-source strategy. Karlitschek views the initiative positively: “It’s great, I really like it. I was surprised they listened so well.” However, he warns that the real challenge lies in implementation. “Turning it into binding legislation remains to be seen.”

The CEO notes that the current four-tier risk system reserves the most critical level (only European and open-source solutions) for barely 1% of the market. “I hope it’s better understood that it should be broader,” he argues. For Karlitschek, when there are GDPR requirements, protection against espionage, or vendor dependency, higher levels of stringency should apply.

‘Sovereignty Washing’: The Risk of False Promises

Regarding attempts by US companies like Microsoft to offer “sovereign” solutions (e.g., Microsoft 365 Local or the Delos initiative with SAP), Karlitschek is skeptical. “Sovereignty has different dimensions. But if you think about the CLOUD Act, which allows foreign agencies to access data, having data centers in Europe is not enough.” While acknowledging their efforts, he stresses that dependency persists in areas like updates, security, and potential backdoors. “They’re trying to find a solution, but it’s not easy,” he concludes.

The Future of Nextcloud: AI and Customization

Looking ahead, Karlitschek announces that Nextcloud Hub will incorporate AI agents to automate operations, though classic interfaces will remain relevant. “We’ve been working on it for a year and a half, but we’re expanding it.” Additionally, the company is launching an ISV (Independent Software Vendor) program that will allow the creation of custom, certified, and secure enterprise software. “In the future, classic interfaces will still be used, but many operations will be automated with AI. We’re investing heavily there,” he says.

Nextcloud’s overall strategy remains unchanged: to offer advanced collaboration software with control, security, and open source. But AI and customization will be the growth drivers in the coming years. As Karlitschek notes, “There will be more custom enterprise software. That’s what we want to capture with our ISV program.”

In a world where technology is increasingly geopolitical, Nextcloud positions itself as a key player for those seeking technological independence without sacrificing innovation. As the CEO concludes: “Open source is no longer just for geeks; it’s a matter of sovereignty.”

Original source: ComputerWorld. Analysis and adaptation by ForgeNEX.