Download - State of the Public Cloud Market Webinar
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T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
TBR’s Public Cloud Business QuarterlySM Research Highlights and Outlook
Technology Business Research Quarterly Webinar Series
April 14, 2014
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Cloud Business Quarterly Research Highlights and Outlook: Webinar Presenters
Jillian Mirandi Senior Analyst, Cloud Practice [email protected] @JillianNotes
Allan Krans Practice Manager, Cloud [email protected] @AllanKrans
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Cloud Market Overview
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T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
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Year
-to
-Yea
r G
row
th
0%
50%
GDP Software
3% 2.x%
1%
Devices Datacenter
0.6%
Services
3%
Telecom
-10%
TIS
3%
Public Cloud
26%
Managed Private Cloud
45%
Cloud PS
41%
Cloud Components
180%
Vendors from across the IT landscape are focused on cloud to achieve growth in the current, stagnant traditional IT environment
CLBQ 4Q13 Research Highlights
IT Market
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2. Deliver value around “as a service” cloud services
1. Deliver “as a services” cloud services
3. Enable partners and customers to deliver “as a service” cloud services
Public Cloud Managed
Private Cloud
Cloud PS
Cloud Components
Massive Opportunity
Ways to Monetize “Cloud”
There are different opportunities to monetize on cloud migration trends, and picking the right niche proves challenging
CLBQ 4Q13 Research Highlights
IT Market
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Public Cloud Market
Public cloud is the oldest and most mature cloud segment and will be leveraged by many companies as a means to hybrid cloud and C&SI
Public Cloud
CLBQ 4Q13 Research Highlights
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The Pendulum of the Cloud Market
Cloud is shifting from a technology to an outcome-driven environment, changing the market landscape for Amazon Web Services and others
Public Cloud Adoption Shadow IT purchasing Fragmented management Private Cloud Adoption
IT-driven purchasing Traditional management
Early Hybrid Adoption IT & LOB purchasing Modern management
Technology-focused Adoption
Outcome-based Adoption
CLBQ 4Q13 Research Highlights
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Public Cloud Market Segments
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Public Cloud Market
The public cloud market will grow steadily, with high volumes of revenue driven by born-on-the-cloud applications and increasing cloud use cases
CLBQ 4Q13 Research Highlights
Public Cloud IaaS
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Public Cloud % Revenue Growth vs. Public Cloud $ Revenue Growth
As the market matures, the leaders more clearly separate from the laggards in terms size, growth, GTM evolution and portfolio expansion
CLBQ 4Q13 Research Highlights
Leaders
Laggards
Contenders
Note: Vendors included on graphs and leaderboards from slides 8 to 11 realized an estimated $150 million in trailing 12-month public cloud revenues (from 1Q13 through 4Q13).
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SaaS: Go-to-Market Strategy Expansion
PaaS: ISV Partner & Developer Attraction
IaaS: New Use case and C&SI Investments
Public Cloud Market Summary
Cloud leaders will simplify development and enlist partners to sustain their positions and drive horizontal clouds into vertical markets
1.
2.
3.
CLBQ 4Q13 Research Highlights
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Public Cloud SaaS Revenue Growth vs. Corporate Revenue Growth
Traditional application vendors look to established channels to cross-sell and sell through SaaS to ward off disruptive threats
CLBQ 4Q13 Research Highlights
Leaders
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CLBQ 4Q13 Research Highlights
Customer engagement and renewals are vital to survivable and viewed as an ongoing process as opposed to separate steps Public Cloud SaaS: Go-to-Market Strategy
Account Expansion
Attract
Cultural Fit
Establish Require-
ments
Purchase
Onboard
Expand
Sales Action
Delivery Action
Land and Expand
New Account Penetration, Up-selling, cross-selling and renewals all hold equal importance and will eventually drive profitability
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SaaS: Go-to-Market Strategy Expansion
PaaS: ISV Partner & Developer Attraction
IaaS: New Use case and C&SI Investments
Public Cloud Market Summary
Cloud leaders will simplify development and enlist partners to sustain their positions and drive horizontal clouds into vertical markets
1.
2.
3.
CLBQ 4Q13 Research Highlights
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CLBQ 4Q13 Research Highlights
Platform vendors invest in user experience and capability improvements to attract and retain developers Public Cloud PaaS % Revenue Growth vs. Public Cloud PaaS $ Revenue Growth
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CLBQ 4Q13 Research Highlights
IBM will lock in its developer base by moving legacy platforms to the cloud and supporting multiple open-source frameworks and languages Public Cloud PaaS: IBM BlueMix
Image from IBM
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SaaS: Go-to-Market Strategy Expansion
Public Cloud Market Summary
Cloud leaders will simplify development and enlist partners to sustain their positions and drive horizontal clouds into vertical markets
1.
2.
3.
PaaS: ISV Partner & Developer Attraction
IaaS: New C&SI Investments
CLBQ 4Q13 Research Highlights
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AWS’ IaaS leadership built on basic IaaS is forcing competitors to invest in more sophisticated portfolios to differentiate
CLBQ 4Q13 Research Highlights
Public Cloud IaaS % Revenue Growth vs. Public Cloud IaaS $ Revenue Growth
AWS
IBM
25 other vendors
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Google has the scale, ISV ecosystem, and talent to catch AWS, but 2014 will tell if Google can support the enterprise through C&SI partnerships
CLBQ 4Q13 Research Highlights
Public Cloud IaaS Vendors’ C&SI Ecosystems
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Questions?
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Cloud Business Quarterly Research Highlights and Outlook: Webinar Contact Information
Jillian Mirandi
Senior Analyst, Cloud Practice
Email: [email protected]
Twitter: @JillianNotes
Allan Krans
Practice Manager, Cloud
Email: [email protected]
Twitter: @Allanktbr
James McIlroy Vice President of Sales Email: [email protected] Telephone: 603.929.1166
Twitter: @TBRinc SlideShare: www.slideshare.net/TBR_Market_Insight YouTube: www.youtube.com/user/TBRIChannel
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TBR Cloud Research Overview
The TBR Cloud Program consists of specific vendor, comparative vendor, and customer analysis supported by modeling and primary research
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TBR Cloud Research Overview
Continuous portfolio expansion elevates TBR’s and our clients’ knowledge about what “cloud” really means to vendors and customers
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TBR Cloud Research Overview
The combination of report lenses provide our customers with a comprehensive overview of the cloud market from various angles
Vendor Reports
Benchmarks
Customer Tracks
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Syndicated Research Coverage Cloud Vendor Reports (Cloud Business Quarterly)
Benchmarks (Benchmark XLS data is also available)
• Accenture Cloud* • Amazon Web Services* • Atos Cloud* • Capgemini Cloud* • Cognizant Cloud* • CSC Cloud* • Dell Cloud* • Deloitte Cloud* • Fujitsu Cloud* • Google Cloud* • HP Cloud* • IBM Cloud* • Infosys Cloud* • Microsoft Cloud* • Oracle Cloud* • Rackspace* • Salesforce.com • SAP Cloud* • ServiceNow* • TCS Cloud* • Verizon Cloud* • Wipro Cloud* • Workday
Public Cloud Benchmark The public cloud program compares and analyzes the strategies, results and drivers of 50 key vendors in the public cloud segment across Software as a Service, Platform as a Service and Infrastructure as a Service. Managed Private & Professional Services Cloud Benchmark* The managed private cloud and professional services program compares and analyzes the strategies, results and drivers of 29 key vendors in the managed private cloud and professional services market across Business Process as a Service, Software as a Service, Platform as a Service, Infrastructure as a Service, cloud consulting, cloud SI and cloud ADM. Cloud Components Benchmark* The cloud components program compares and analyzes the strategies, results and drivers of 12 key vendors that sell the building blocks of software and hardware used to construct public and private clouds. Note: There are also three semiannual cloud adoption studies and cloud topic reports (Cloud Security is available now and Cloud Orchestration is upcoming).
TBR Cloud Practice Syndicated Coverage
*Semiannual Report
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