public cloud benchmark webinar july 2014
DESCRIPTION
Practice Manager and Principal Analyst Allan Krans and Analyst Jillian Mirandi shared their perspectives on trends in the cloud market and provide webinar attendees strategic projections around vendor and customer activity throughout 2014. They then fielded questions from the audience. Questions for discussion will included: • What industries are leading cloud vendors going after? • How are cloud vendors customizing portfolios to attract industry-specific customers? • What geographies will drive the next wave of cloud growth? • How are cloud vendors expanding their portfolios?TRANSCRIPT
TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
TBR’s Cloud Business QuarterlySM
Public Cloud Research Highlights and Outlook
Technology Business Research Quarterly Webinar Series
July 23, 2014
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Cloud Business Quarterly Research Highlights and Outlook: Webinar Presenters
Jillian MirandiSenior Analyst, Cloud
Email: [email protected] Twitter: @JillianNotes
Allan KransPractice Manager, Cloud
Email: [email protected] Twitter: @AllanKrans
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Cloud Market Overview
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Public Cloud
26%
Managed Private Cloud
45%
Vendors from across the IT landscape are focused on cloud to achieve growth in the current stagnant traditional IT environment
CLBQ 1Q14 Research Highlights
IT MarketYe
ar-t
o-Ye
ar G
row
th
0%
GDP
Software
3%
2%
1% DevicesData center
Services
3%
Telecom-10%
TIS3%
Cloud Professional Services
41%
Cloud Components
180%
0.6%
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Public Cloud Market
The public cloud market will reach $110B in 2018, driven by high volumes of SaaS revenue followed by increasing IaaS revenue
CLBQ 1Q14 Research Highlights
2018 public cloud opportunity will be $110 billion
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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 purchasingFragmented management
Private Cloud AdoptionIT-driven purchasingTraditional management
Early Hybrid AdoptionIT and line-of-business
(LOB) purchasingModern management
Technology-focused Adoption
Outcome-based Adoption
CLBQ 1Q14 Research Highlights
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Public Cloud Market Segments
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NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.
Public Cloud % Revenue Growth vs. Public Cloud $ Revenue Growth
Google and IBM are reshaping the market and quickly moving into leadership positions as they monetize increased public cloud investments
CLBQ 1Q14 Research Highlights
LeadersContenders
Note: Vendors included on graph have realized an estimated $150 million in trailing 12-month public cloud revenues (from 1Q13 through 1Q14).
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SaaS: Portfolio expansion and integration drive evolution from product to solutions vendors.
PaaS: The vendor that wins the developers will win the cloud platform market.
IaaS: New global vendors expand into China where opportunity outweighs risks.
Public Cloud Market Summary
Public cloud leaders will invest in portfolio expansion, developer ecosystems and global presence to grow in a maturing market
CLBQ 1Q14 Research Highlights
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Public Cloud SaaS Revenue Growth vs. Corporate Revenue Growth
Traditional vendors such as Microsoft engage in co-opetition to provide customers options while protecting their install bases
CLBQ 1Q14 Research Highlights
Leaders
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Marketing Automation HR ERP
Salesforce.comExact Target,
Radian6, BuddyMedia
Rypple “Customer Engagement Platform”
Microsoft MarketingPilot
OracleResponsys,
Eloqua, BlueKai, Involver, Vitrue
Taleo, Fieldglass,
SelectMinds
“Customer Experience Solutions”
SAP SeeWhy, Hybris SuccessFactors Ariba
IBM Silverpop Kenexa “IBM Experience One”
CLBQ 1Q14 Research Highlights
SaaS vendors leverage acquisitions to provide LOB executives a comprehensive suite of applications and improve overall stickinessPublic Cloud SaaS: Cloud Solutions
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SaaS: Portfolio expansion and integration drive evolution from product to solutions vendors.
PaaS: The vendor that wins the developers will win the cloud platform market.
IaaS: New Global vendors expand into China where opportunity outweighs risks.
Public Cloud Market Summary
Public cloud leaders will invest in portfolio expansion, developer ecosystems and global presence to grow in a maturing market
CLBQ 1Q14 Research Highlights
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CLBQ 1Q14 Research Highlights
While leaders come from diverse backgrounds, it is clear that the developer ecosystem is at the forefront of cloud investmentsPublic Cloud PaaS % Revenue Growth vs. Public Cloud PaaS $ Revenue Growth
PaaS leaders are investing in new use cases for developers.
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CLBQ 1Q14 Research Highlights
Salesforce.com and Google will sustain developer engagement by creating use cases for application development around wearablesPublic Cloud PaaS: Developer Ecosystems around New Endpoints
SOURCE: COFAMEDIA.COM
SOURCE: SALESFORCE.COM
Salesforce.com supports many wearable brands
SOURCE: GOOGLE.COM
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SaaS: Portfolio expansion and integration drive evolution from product to solutions vendors.
PaaS: The vendor that wins the developers will win the cloud platform market.
IaaS: New Global vendors expand into China where opportunity outweighs risks.
Public Cloud Market Summary
Public cloud leaders will invest in portfolio expansion, developer ecosystems and global presence to grow in a maturing market
CLBQ 1Q14 Research Highlights
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AWS’ IaaS market leadership, built on basic IaaS, is forcing competitors to invest in more sophisticated portfolios to differentiate
CLBQ 1Q14 Research Highlights
Public Cloud IaaS % Revenue Growth vs. Public Cloud IaaS $ Revenue Growth
AWS
IBM
25 other vendors
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Questions?
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Cloud Business Quarterly Research Highlights and Outlook: Webinar Contact Information
James McIlroy Vice President of SalesEmail: [email protected]: 603.929.1166
Twitter: @TBRincSlideShare: www.slideshare.net/TBR_Market_InsightYouTube: www.youtube.com/user/TBRIChannelLinkedIn: www.linkedin.com/company/technology-business-research
Jillian MirandiSenior Analyst, Cloud
Email: [email protected] Twitter: @JillianNotesTelephone: 603.758.1854
Allan KransPractice Manager, Cloud
Email: [email protected] Twitter: @AllanKransTelephone: 603.758.1819
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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
Reports analyzing vendors’ cloud businesses cover all relevant segments and track performance across cloud-driven metrics including operating expenses,
operating profit, headcount breakouts and geographic breakouts.
TBR’s benchmarks provide analysis through qualitative and metric-based comparisons of key vendors in a market segment. Cloud data models are
included with the benchmarks, and this TBR research and analysis is built from the ground up based on 15-plus years of vendor-centric financial models.
TBR cloud customer reports provide primary-research-based insights into purchasing behavior, vendor adoption, satisfaction and demand across multiple
cloud offerings and professional services segments.
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TBR Cloud Research Overview
Continual portfolio expansion elevates TBR’s and clients’ knowledge about what ‘cloud’ really means to vendors and customers
Accenture CSC RackspaceAWS Dell ServiceNowAtos Fujitsu TCSCognizant IBM Verizon
Capgemini Microsoft
Deloitte OracleGoogle SAPHP WiproInfosys
Salesforce.comWorkday
Public CloudBenchmark
Managed Private &Professional Services Cloud
Benchmark
Cloud ComponentsBenchmark
Hybrid CloudCustomer Report
Private CloudCustomer Report
Cloud Professional ServicesCustomer Report
Topical Cloud Reports: 2014 reports include Orchestration, and LOB vs. IT
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Syndicated Research CoverageCloud 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 BenchmarkThe 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
About Us
Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, telecom and enterprise network vendors, and operators.
Serving a global clientele, TBR provides timely and actionable market research and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information needs on an inquiry or proprietary consulting basis.
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