public cloud benchmark webinar july 2014

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

TBR

2 TBR Quarterly Webinar Series | 7.23.14 | www.tbri.com | ©2014 Technology Business Research Inc.

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

mailto:[email protected]


TBR


Cloud Market Overview

TBR


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%

TBR


Public Cloud Market

The public cloud market will reach $110B in 2018, driven by high volumes of SaaS revenue followed by increasing IaaS revenue


2018 public cloud opportunity will be $110 billion

TBR


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


TBR


Public Cloud Market Segments

TBR


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


LeadersContenders

Note: Vendors included on graph have realized an estimated $150 million in trailing 12-month public cloud revenues (from 1Q13 through 1Q14).

TBR


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


TBR


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


Leaders

TBR


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”


SaaS vendors leverage acquisitions to provide LOB executives a comprehensive suite of applications and improve overall stickinessPublic Cloud SaaS: Cloud Solutions

TBR




IaaS: New Global vendors expand into China where opportunity outweighs risks.




TBR



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.

TBR



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

TBR




IaaS: New Global vendors expand into China where opportunity outweighs risks.




TBR


AWS’ IaaS market leadership, built on basic IaaS, is forcing competitors to invest in more sophisticated portfolios to differentiate


Public Cloud IaaS % Revenue Growth vs. Public Cloud IaaS $ Revenue Growth

AWS

IBM

25 other vendors

TBR


Questions?

TBR


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


https://twitter.com/TBRinc

http://www.slideshare.net/TBR_Market_Insight

http://www.youtube.com/user/TBRIChannel

https://www.linkedin.com/company/technology-business-research



TBR


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.

TBR


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

TBR


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.

TBR has been empowering corporate decision makers since 1996.

To learn how our analysts can address your unique business needs, please visit our website or contact us today.

Contact Us

[email protected] Merrill DriveHampton, NH 03842USA

This report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. Technology Business Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is not and should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This report is copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.


http://www.tbri.com/

public cloud benchmark webinar july 2014

Technology

cloud market cloud

cloud solutions

public cloud opportunity

cloud email

cloud components

cloud platform market

public cloud market

tbr quarterly webinar