tbr's public cloud business quarterly research highlights and outlook

TBR

TECHNOLOGY BUSINESS RESEARCH, INC.

TBR’s Public Cloud Business QuarterlySM

Research Highlights and OutlookTechnology Business Research Quarterly Webinar Series

October 10, 2013

TBR

2 TBR Quarterly Webinar Series | 10.10.13 | www.tbri.com | ©2013 Technology Business Research Inc.

Cloud Business Quarterly Research Highlights and Outlook: Webinar Presenters

Jillian MirandiAnalyst, Software & Cloud [email protected] @JillianNotes

Allan KransSenior Analyst, Software & Cloud [email protected] @Allanktbr

mailto:[email protected]


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TBR Cloud Program — Portfolio Product Descriptions

Customer and Competitor Reports: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.

Benchmarks:TBR’s benchmark reports provide analysis through qualitative and metric-based comparisons of key vendors in a market segment. Cloud data models are included with the benchmarks, this TBR research and analysis is built from the ground up based on 15+ years of vendor-centric financial models.

Vendor Reports: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 Cloud Research Overview

Cloud Benchmarks

Cloud Business Reports

Cloud Customer Research

Tracks

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Cloud Benchmarks

Public Cloud Benchmark

Managed Private Cloud & Professional Services Benchmark

Cloud Business Reports

Accenture AmazonAtosCapgeminiCognizantCSC Dell

DeloitteFujitsuGoogleHPIBM InfosysMicrosoft

OracleRackspaceSalesforceSAPServiceNowVerizonTata

WiproWorkday

*Plans in place for additional vendors

Cloud Components Benchmark

Cloud Customer Research

Tracks

TBR Cloud Program — Portfolio Product Overview

Private Cloud Customer and

Competitor Report

Hybrid Cloud Customer and Competitor Report

Cloud Prof. Services Customer and

Competitor Report

Topical Cloud Reports: 2013 reports include Cloud Security, and Orchestration

TBR Cloud Research Overview

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CLBQ Research Highlights and Outlook

TBR


Public Cloud Market

SaaS will lead public cloud market revenue volume as traditional and new software vendors transition to cloud-delivery models

CLBQ 2Q13 Research Highlights

Full Year Revenue2013 $56B2015 $83B2018 $110B

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Public Cloud Revenue Growth vs. Corporate Revenue Growth

Traditional vendors will pursue cloud to protect their customer bases as pure-play cloud vendors continue to disrupt the market


Symantec

Oracle

Salesforce.com

Intuit

Cisco

HP

VMware

Joyent

Workday

ServiceNow

Fujitsu

Zoho

Microsoft

ExactTargetNetSuite

Citrix

AT&T

Verizon

AWS

IBM

Rackspace

-20%

20%

60%

100%

-$20,000 $30,000 $80,000 $130,000 $180,000 $230,000 $280,000 $330,000

Year

-to-

year

Pub

lic C

loud

% R

even

ue G

row

th

Year-to-year Public Revenue Absolute Dollar Growth (in $ thousands)

2Q13 ESTIMATED PUBLIC CLOUD: % REVENUE GROWTH VS. ABSOLUTE DOLLAR GROWTH

SOURCE: TBR ESTIMATES, COMPANY DATA

SAP AG ($107,000, 213%)Google($130,000, 194%)

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Leaders

NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.

Note: Vendors included have realized an estimated $200 million in trailing 12-month revenues (from 3Q12 through 2Q13).

Laggards

Up-and-coming players

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Symantec

Oracle

Salesforce.com

Intuit

Cisco

HP

VMware

Joyent

Workday

ServiceNow

Fujitsu

Zoho

Microsoft

ExactTargetNetSuite

Citrix

AT&T

Verizon

AWS

IBM

Rackspace

-20%

20%

60%

100%

-$20,000 $30,000 $80,000 $130,000 $180,000 $230,000 $280,000 $330,000

Year

-to-

year

Pub

lic C

loud

% R

even

ue G

row

th




SAP AG ($107,000, 213%)Google($130,000, 194%)

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Leaders



Laggards


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What’s Next?

•Cloud management•Pure-play IaaS

Executive Summary: Public Cloud Landscape Acquisition Activity

TBR expects the public cloud market to experience another roll up in 2H13, targeting public cloud IaaS and cloud management vendorsPublic Cloud Acquisition Activity

Vendor

Public Cloud as % of Total Revenue Vendor

Public Cloud as % of Total Revenue

Engine Yard 100% VMware 5%Zoho 100% AWS 4%RightScale 97% Informatica 3%Salesforce.com 94% SAP AG 3%GoGrid 89% Microsoft 3%Marketo 88% Orange 2%Joyent 85% CA Technologies 2%Box 82% Oracle 2%Rally Software 81% Fujitsu 2%ExactTarget 81% Wipro 2%NetSuite 79% Dimension Data 2%ServiceNow 79% Google 1%Workday 75% Alibaba 1%Intuit 27% EMC 1%Rackspace 24% IBM 1%Citrix 16% Navisite (TWC) 1%Symantec 12% CSC 1%Pivotal 5% BMC 1%

TBR


Estimated Public Cloud as % of Total Revenue equal to < .5%:Cisco, Savvis (CenturyLink), Capgemini, Cognizant, Accenture, HP, Verizon, AT&T, Deloitte, Atos, TCS, Dell and Infosys

TBR



1.

2.

3.

Public cloud vendors add value to their portfolios by investing in their industry customization, mobile backends and public cloud IaaSTop Cloud Trends

Industry-specific customization and go-to-market to drive growth in new areas

Mobile backend investments and partnerships to access data from anywhere

Public cloud IaaS expansion to shield vendors from losing customers to AWS

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Public cloud vendors are addressing industry-led demand for customized clouds that meet different standards

Top Cloud Trends: Industry Customization

Healthcare

Federal

Life Sciences

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Public cloud providers are prioritizing investments in mobile back-end services to extend platform functionality Top Cloud Trends: Mobile back-end platforms

“One of the key advantages cloud provides customers is the ability to access content across all devices. Mobile backend platforms enable both large and small applications providers to leverage this ability without having to develop the capability in-house” – Matt Healey, Principle Analyst at TBR

Partner Develop

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IBM will integrate SoftLayer into its cloud infrastructure portfolio to enable choice while expanding competition with AWSTop Cloud Trends: AWS as a cloud leader

Accenture

Dimension Data

Fujitsu

JoyentGoGridCSC

Microsoft

OracleAWS

Savvis

Citrix

TCS

IBM

EMC

Navisite

Verizon

Cognizant

Rackspace

AT&TOrange

VMware

Wipro

CiscoDell

DeloitteAlibaba

-20%

20%

60%

100%

140%

$(25,000) $25,000 $75,000 $125,000 $175,000 $225,000 $275,000 $325,000 $375,000 $425,000

Year

-to-

year

Pub

lic Ia

aS R

even

ue G

row

th (%

)

Year-to-year Public IaaS Revenue Absolute Dollar Growth (in $ thousands)

ESTIMATED PUBLIC IAAS REVENUE: % REVENUE GROWTH VS. ESTIMATED ABSOLUTE DOLLAR GROWTH

HP($3,000, N/A %)


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Google($11,000, 1,664%)

Capgemini

NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE

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Questions?

TBR


For additional information, please contact:

Jillian MirandiAnalyst, Software & Cloud [email protected] @JillianNotes

Allan KransSenior Analyst, TBR’s Software & Cloud [email protected] @Allanktbr

Cloud Business Quarterly Research Highlights and Outlook: Webinar Presenters

Twitter: @TBRincSlideShare: www.slideshare.net/TBR_Market_InsightYouTube: www.youtube.com/user/TBRIChannelLinkedin: http://www.linkedin.com/company/technology-business-research



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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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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.


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