Demystifying the evolving cloud landscape
Agatha Poon
The 451 Group Today
260+ Staff
One company with 3 Go to Market
brands
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Global Events
1,400+ client organizations:
enterprises, vendors, service
providers, and investment firms
Organic and growth through
acquisition
Agenda
What has changed?
Where is the opportunity?
Who is competing?
What has changed?
Begin all IP
transformation
Monetize mobile
Internet
Deliver IT as a service
Foster network and
cloud convergence
What has been a group of dominant industry players providing
ICT services is undergoing a radical transformation, embracing changing
business priorities.
Defend market
positioning
Develop new
growth areas
Achieve cost control
Accelerate innovation
through partnerships,
ventures, and
acquisitions
Grow with network
intelligence
Speed up service
delivery
Strike a balance
between value and
cost
Consider new forms of
business collaboration
The paradigm shift
Cloud market evolution
Cloud Computing ‘As A Service”
2012 Revenue breakdown by subsector – Total $5.7bn
(325 vendors)
51%
24%
25%
IaaS
PaaS
SaaS - Infrastructure
Segment
Vendor Count
IaaS
152
Compute & Storage-as-a-Service
143
Stand-Alone Cloud Storage
11
PaaS
76
PaaS from SaaS
12
Stand-Alone PaaS
36
Application Lifecycle Management
as a Service
31
Pre-Production / Testing
17
Integration as a Service
14
SaaS-Infrastructure
124
Online Backup
30
Cloud Archiving
10
IT Management as a Service
88
Systems & Network Monitoring &
Management
56
Resource Utilization, Capacity
Planning & Billing
22
IT Service Management
16
Cloud Computing 'As A Service' (325 Vendors)
All Other Vendors
2012 Revenue Generation
>$2.2bn in 2012
Vendor revenue range:
$30m to $1.6bn
~$640m in 2012
revenue
Top 10 IaaS Vendors
Amazon
CenturyLink (Savvis)
CSC
Fujitsu
GoGrid
IBM
iomart Group
Joyent
Rackspace
Verizon
Other (MSPs, VARs, Resellers, web 2.0, Social media providers) Telecom Providers Hosting Providers ISVs Systems integrators
The competitive landscape is getting crowded
Global
Regional
IaaS, SaaS, security are the primary cloud offerings among CSPs
Other includes:
Cloud consulting/migration
Cloud monitoring
M2M
Data analytics
Cloud Contact center
Cloud CDN
Research base:
Tracking 57 telcos spanning
across Europe, the US,
Asia-Pacific, and Latin America
Totaling 155 cloud services
Economic recovery changes operational culture
Q. Which of the following best describes the operational culture of your organization?
32% 33% 35% 26% 32% 21% 32% 13% 8% 0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% OVERALL N=1540 AMERICA NORTH N=590 EUROPE
N=409 N=419 ASIA AMERICA LATIN N=122
Other
There is no directive
Keep doing what we've always done
Invest quickly for new growth Do more with less
Realign for the next phase of our organizational strategy
P
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c
en
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p
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OpenStack regional snapshot
Well Developed East Asia &
Pacific Countries
Investment attention focusing
on transformational markets of Japan, Korea, Australia, and New Zealand.
Consolidation opportunities
ongoing in IT savvy economies (Australia, Japan, Korea)
The learning curve remains
steep, but commercial deployments exist, driven by local cloud/hosting/managed service providers
OpenStack is used by academia
for the deployment of public/private/hybrid clouds
Fast Growing China and India
Strong government support for
innovation and balanced growth
Leverage the wealth of talent-strong
engineering and technical skills
Chinese providers are eager to
productize OpenStack-based services and technologies.
OpenStack initiatives in India are
backed by global technology giants and US-based vendors. Early adopters – Academia, Government
Emerging ASEAN and other
South Asian economies
Growing choice in outsourcing locations, with Malaysia,
Philippines, and Vietnam building credentials
Sri Lanka leads the South Asian region in terms of
human development indicators
In learning phase
