the future of the cloud...mar 14, 2018 · cloud market x 10 iw¶vmxvw the beginning 108 b ¦ ......
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The future of the Cloud by OVH, the European Cloud IaaS Leader
Cloud Fest – March 14, 2018 Laurent Allard - Vice Chairman
@lau_allard / @ovh
Cloud
A WorldWide booming market
DIGITAL REVOLUTION
• IT Legacy migration
• Data explosion:
+ 40%/year
• New Digital
Services
2017 2018 2019 2020 2021 2022 2023 2024 2025
IaaS/PaaS
EXPONENTIAL GROWTH
in 8 years
IaaS/PaaS
Cloud
market
X10 It’s just the beginning
108 B€
413 B€
43 B€
2017 2018 2019 2020 2021 2022 2023 2024 2025 2017 2018 2019 2020 2021 2022 2023 2024 2025
GEOGRAPHY MIX
108 B€
413 B€
43 B€
North America remains
the biggest market
The future of growth is
in emerging countries
ROW
N.A.
EU
IaaS/PaaS
Cloud
market
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SMB represents the largest
market share
But mid-large customers are
coming
CLIENT SIZE
108 B€
2016
2020
2017 2018 2019 2020
MID :
+44%
Large :
+38%
SMB :
+39%
SMALL :
+14%
CAGR
7
IaaS / PaaS
WEB
TELCOS
Tier 1 CSP Worldwide / hyperscale / SLA / Public / Hybrid Infras/
innovation platforms / full cloud experience
Tier 2 CSP Local / Best value / micro infras / devops / sandboxes
/ startups / emerging countries
Digital Services SaaS / connectivity aas / Business services
Pure Infra Telcos Indirect telco infra providers
MARKET
TRANSFORMATION
DIVERSITY OF
NEEDS
Fast / New Business
Innovation
Core
Business
€€
Back
Office
Scale / SLA / Hybrid /
Migration / Cost /
Compliancy
Easy to Use / Cost /
Performance
DIVERSITY OF
CLOUD Tier 1 Tier 2 Digital
Services
Cloud Providers Transformation
CSP, MSP, Hoster of Hoster
CSP CHALLENGES
More Services
More Innovation
Technology Investment
Managed
Services Providers
Internal IaaS/PaaS Capabilities
• Datacenters
• Servers / Storage
• Network
• Security
DILEMA “CAPEX” or ”OPEX”
Managed
Services Providers
Internal IaaS/PaaS Capabilities
• Datacenters
• Servers / Storage
• Network
• Security
Opex
Capex
12
External IaaS/PaaS Provider
(full Opex)
OPPORTUNITY FOR GROWTH ON ADDED
VALUE SERVICES Value Added Services
(Apps, Management, Vertical…)
Emerging of a new model: Hoster of Hosters
IaaS / PaaS Provider
• HyperScale
• Automated
• Open Standards
• Cost Competitive
Small providers will be hosted by
specialized Leaders
INDUSTRY CONCENTRATION
OF INFRASTRUCTURE
PROVIDERS
USA
(HQ)
Europe
(HQ)
China
(HQ)
CSP Leaders will continue to
grow > 30% CAGR
OVH positioning in the Cloud market
Hosting capacity : 1.3 million
physical servers
300,000+ already deployed
OVH : a Global provider of hyper-scale cloud
Owns 27 datacenters
in 12 locations and
4 continents
Owns
13 Tbps
Of Network
capacity with
32 PoPs
OVH owns its Data
Centers and Servers
OVH owns its Network
OVH at a Glance
Started in 1999 2,500 employees in 18
Countries (Europe, Africa,
North America, APAC)
Current investment
plan of €1.5 B
In 2016 : KKR &
Towerbrook acquired
a minority stake
for € 250m
All inclusive
pricing
100% standard
technologies Only 2 minutes
to deliver a server Building Servers
and Datacenters
Why is OVH different?
OVH : a Commited Partner
STARTUPS
&
DIGITAL NATIVES
SMB
LARGE ACCOUNTS
Who are we addressing?
Direct and Indirect channels
WEB HOSTERS
& MSP
Follow us @OVH