Cloud Business Quarterly Research Highlights and Outlook Webinar

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TECHNOLOGY BUSINESS RESEARCH, INC.

TBR’s Cloud Business QuarterlySM

Research Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar Series

June 28, 2012

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2 TBR Quarterly Webinar Series | 6.28.12 | www.tbri.com | ©2012 Technology Business Research Inc.

Cloud Business Quarterly Research Highlights and Outlook: Webinar Presenters

Jillian MirandiAnalyst, Software [email protected] @jillianNotes

Allan KransSenior Analyst, Software [email protected]@allankrans

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• Thirty seven vendors are covered in TBR’s Public Cloud Market Landscape, and nine vendors are covered in semi-annual Cloud Vendor Reports.

• TBR reports are unique due to their deep holistic analysis of leading vendor businesses.

• Financial modeling and TBR insights help customers build a better understanding of vendor business models.

• TBR reports and webinars are designed to be responsive to client timelines, to be clear and concise and to provide insights across multiple layers of an organization.

• TBR’s strategic assessment provides an impartial reality check on a vendor’s progress in its strategic objectives.

Cloud Business Quarterly Research Highlights and Outlook: Webinar Overview

TBR’s Cloud Business Quarterly (CLBQ) reports deliver unique insight and value through in-depth analysis in a concise, consumable format

Clients are gaining advantages and are better understanding revenue opportunities through not only our reports but also through their personal relationships with TBR.

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Cloud has become a proven business model. 1Q12 organic growth leaders include pure plays Box, Workday, Joyent and ServiceNow.

Vendors are leveraging acquisitions to quickly enter and capitalize on growing cloud and social enterprise markets – leading to market consolidation.

Vendors supporting open source will win share in the Platform as a Service (PaaS) space as customers look to customize apps and avoid vendor lock-in.

CLBQ 1Q12 Research Highlights and 2012 Outlook

1Q12 Trends

Vendors are expanding and differentiating their portfolios and GTM strategies to stay relevant in the quickly crowding cloud market

1.

2.

3.

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Public cloud has become a proven and viable business model that will eventually drive corporate growth across the landscapePoint 1: Public Cloud Market Growth Leaders


Salesforce

Intuit

AT&T

HP

Citrix

Google

NetSuite

Rackspace

AWS

Redhat

Microsoft

Verizon

VMware

Symantec

Informatica

Cisco

CenturyLink

Zoho

IBM

Oracle

Dimension Data

DellCA Technologies

Virtustream

WorkdayServiceNow

Fujitsu

EMC

BMC

EquinixGoGrid

WiproCSC

Joyent

-10%

10%

30%

50%

70%

90%

110%

130%

-10% 10% 30% 50% 70% 90% 110%

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth

Year-to-year Corporate Revenue Growth

1Q12 Estimated Public Cloud Revenue Growth vs. Corporate Revenue Growth TBR

Box(180%, 180%)

SAP AG(6%, 595%)

TWC (Navisite)(6%, 1,700%)

Cloud and Corporate Growth Leaders: Pure-play vendors, organic growth

Cloud Growth Leaders, Corporate Growth Laggards: Growth leaders through acquisition

SOURCE: TBR’s 1Q12 Public Cloud Market Landscape

TBR


Vendors are leveraging acquisitions to capitalize on the quickly growing social enterprise trend

CLBQ 1Q12 Research Highlights : Key Trends

Oracle:Public cloud and social enterprise go hand-in-hand, and Oracle is purchasing to capitalize on both trends. Oracle’s 1Q12 acquisitions of Taleo along with capabilities from its prior acquisition of RightNow add deeper functionality to Oracle’s cloud portfolio.

Acquisition Landscape:TBR believes acquisitions will continue to focus on adding social capabilities to cloud offerings to capitalize on the social enterprise trend in 2012.

SAP:SuccessFactor’s overall cloud experience will aid the alignment of SAP’s core business to the growing cloud market and push the company toward its 2015 cloud goal of €2 billion in revenue

Point 2: Purchasing Trends

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CLBQ 1Q12 Research Highlights : Key Trends

Point 3: Open source PaaS

HP:HP released offerings based on OpenStack technology in 1Q12. These offerings will make customer workloads more agile and improve HP’s cloud market penetration.

PaaS Landscape:PaaS vendors supporting open source enable customers to more quickly and cost-effectively customize applications and avoid lock-in.

Rackspace:The 1Q12 rollout of cloud servers powered by OpenStack (which Rackspace is a founding member of) is the company’s first step in embracing the open source business model.

Vendors supporting open source will win share in the PaaS space as customers look to customize apps and avoid vendor lock-in

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The cloud market is beginning to mature as vendors offer more cloud-based products and customers purchase a wider range of solutions1Q12 Trends Recap

Cloud is a proven business model

Consolidation through acquisitions –especially around social capabilities

Open source PaaS is attracting vendors and customers

1.

2.

3.

TBR


Ongoing Research Quarterly Topics Value PropositionPublic Cloud Market LandscapePrivate/Hybrid Cloud Purchasing and Adoption StudyCompany Cloud Reports:• IBM• Microsoft• Oracle• ServiceNow• Google• Amazon Web

Services• Salesforce.com• Rackspace• Verizon (Terremark)

• With a rapidly expanding addressable market, illustrate trends behind traditional and pure-play cloud vendors’ ability to drive growth through public cloud adoption.

• Highlight vendors’ best practices in utilizing public cloud to show cloud-readiness for core products, positioning companies for growth via install base cross-selling.

• Discuss traditional enterprise vendors’ avenues to success with private and hybrid clouds – partnerships, acquisitions, portfolio reinventions.

• Outline traditional and pure-play vendors’ best practices for capitalizing on customers’ cloud deployment desires while circumventing cloud security fears.

• Outline ways in which pure-play cloud vendors are expanding solutions into new markets and how traditional vendors can partner to win.

• Highlight the growth opportunities for enterprise vendors in moving down market with SaaS capabilities.

Illustrate the long-term opportunity for vendors that can deliver developer-focused PaaS platforms to market.

Show opportunities within IaaS market for vendors that can fine-tune offerings to address enterprise requirements and hybrid deployment.

Infrastructure as a Service (IaaS)

Private/Hybrid Deployments

Software as a Service (SaaS)

Platform as a Service (PaaS)

Public Deployments

Successful cloud computing vendors will offer innovative, secure products in 2012 – moving beyond cloud versions of core solutions

TBR Cloud Practice Research Agenda 2012 – Cloud Computing

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Questions?

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For additional information, please contact:

Stuart Williams James McIlroyDirector, Software Practice Vice President, [email protected] [email protected]

TBR

TECHNOLOGY BUSINESS RESEARCH, INC.

About TBR

Technology Business Research (TBR) is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and professional services vendors.

Serving a global clientele, TBR provides timely and accurate 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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