TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
TBR’s Cloud Business QuarterlySM
Research Highlights and OutlookTechnology Business Research Quarterly Webinar Series
Oct. 25, 2012
TBR
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Cloud Business Quarterly Research Highlights and Outlook: Webinar Presenters
Jillian MirandiAnalyst, Software & Cloud [email protected] @jillianNotes
Allan KransSenior Analyst, TBR’s Software & Cloud [email protected] @Allanktbr
TBR
3 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
TBR’s Cloud Business Quarterly Practice covers the vendors that make and shape public, private, and hybrid cloud computing markets
Cloud Business Quarterly Research Highlights and Outlook: Webinar Overview
• Amazon Web Services
• Google Cloud
• IBM Cloud
• Microsoft Cloud
• Oracle Cloud
• Rackspace
• Salesforce.com
• ServiceNow
• Verizon
Vendors covered in TBR’s Public Cloud Market Landscape (37):AWSAT&TBMCCACiscoCitrixGoGrid
GoogleHPIBMInformaticaIntuitMicrosoftTWCNetSuiteDimension DataOracle
Rackspace
Red HatSalesforce.comSAP AGSavvisSymantecVerizonVMwareWiproZoho
BoxDell
VirtustreamWorkdayServiceNowFujitsuEMCCSCJoyentRightScale
TBR Cloud PortfolioSemi-Annual Vendor Reports:
TBR
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CLBQ 2Q12 Research Highlightsand 2012 Outlook
TBR
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Acquisitions are driving growth across the public cloud market
CLBQ 2Q12 Research Highlights and 2012 Outlook
Entering and expanding into new markets paired with improving cloud-related efficiencies drives public cloud growth
1.
2.
3.
2Q12 Public, Private, Hybrid Cloud Trends
Vendors are expanding their portfolios to address a larger potential customer base and increase share of wallet
Efficiencies around cloud business models and strategy will help determine who succeeds in the long-run
TBR
6 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Acquisitions are driving growth across the public cloud market
CLBQ 2Q12 Research Highlights and 2012 Outlook
Entering and expanding into new markets paired with improving cloud-related efficiencies drives public cloud growth
1.
2.
3.
2Q12 Public, Private, Hybrid Cloud Trends
Vendors are expanding their portfolios to address a larger potential customer base and increase share of wallet
Efficiencies around cloud business models and strategy will help determine who succeeds in the long-run
TBR
7 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Customers’ cloud needs are galvanizing some vendors to actively acquire SaaS firms, in order to drive not just public but also private cloud growth
CLBQ 2012 Research Outlook: Vendor Reports
Highlighted Best Practices from TBR’s Cloud Business Quarterly Vendors
SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES
Microsoft:Spent $9.7 million on Yammer and Skype to enter the social collaboration space.
Oracle:Spent well over $300 million on Involver, Vitrue and Collective Intellect to enter the social media analytics and marketing enterprise space.
Salesforce.comSpent $1 billion on Buddy Media and Radian6 to enter the social media analytics and marketing space
TBR
8 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
CLBQ 2Q12 Research Highlights: Key Trends
Public Cloud Revenue Growth vs. Corporate Revenue Growth
Early-to-market, acquiring and pure-play vendors are winning in the public cloud as more traditional vendors delay making the transition to cloud
SOURCE: TBR 2Q12 PUBLIC CLOUD MARKET LANDSCAPE; TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES
Salesforce
Intuit
AT&T
Citrix
NetSuite
Rackspace
AWS
Microsoft
Verizon
VMwareSymantec
Informatica
Cisco
Savvis
Zoho
TWC
IBMHP
Oracle
Box
CA
Virtustream
WorkdayServiceNow
Fujitsu
EMC
BMC
RightScale
GoGridWipro
CSC
Joyent
Redhat
Dimension Data
-50%
0%
50%
100%
150%
200%
-50% 0% 50% 100% 150% 200%
Year
-to-
year
Pub
lic C
loud
Rev
enue
Gro
wth
Year-to-year Corporate Revenue Growth
2Q12 Estimated Public Cloud Revenue Growth vs. Corporate Revenue Growth
SAP AG(5%, 1059%)Dell(-8%, 257%)
TBR
Pure-play vendors include: Box, RightScale, Workday, Joyent, ServiceNow, GoGrid, Zoho and Salesforce.com
Early-to-market vendors include: AWS, Salesforce.com and Microsoft
TBR
9 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Acquisitions are driving growth across the public cloud market
Vendors are expanding their portfolios to address a larger potential customer base and increase share of wallet
CLBQ 2Q12 Research Highlights and 2012 Outlook
Entering and expanding into new markets paired with improving cloud-related efficiencies drives public cloud growth
1.
2.
3.
2Q12 Public, Private, Hybrid Cloud Trends
Efficiencies around cloud business models and strategy will help determine who succeeds in the long-run
TBR
10 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
CLBQ 2Q12 Research Highlights: Key Trends
SOURCE: TBR 2Q12 PUBLIC CLOUD MARKET LANDSCAPE; TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES
Public & Private Cloud Portfolio Growth – Public Cloud Revenue Results
Public cloud revenue leaders are expanding solutions beyond their core successes to address larger markets as competition increases on all sides
CitrixMicrosoft
Salesforce
AT&T
HP
CA
Rackspace AWS
IBM
Redhat
Verizon
VMware
Symantec
BMC
Informatica
Cisco
Savvis
NetSuite
ZohoTWC
Oracle
Dimension Data
Virtustream
Workday
ServiceNow
Fujitsu
EMC
GoGrid
Wipro
CSC
Joyent
RightScale
-20%
20%
60%
100%
140%
-$25,000 $25,000 $75,000 $125,000 $175,000 $225,000
Year
-to-
year
Pub
lic C
loud
Rev
enue
Gro
wth
Year-to-year Public Revenue Absolute Dollar Growth (in $ thousands)
Estimated Public Cloud Revenue: % Revenue Growth vs. Estimated Absolute Dollar TBR
SAP AG($60,900, 1,059%)
Intuit($320,550, 14%)
Dell($9,000, 257%)Box($9,180, 180%) Expanding Share of Wallet
Laggards
Leaders
TBR
11 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Acquisitions are driving growth across the public cloud market
Efficiencies around cloud business models and strategy will help determine who succeeds in the long-run
CLBQ 2Q12 Research Highlights and 2012 Outlook
Entering and expanding into new markets paired with improving cloud-related efficiencies drives public cloud growth
1.
2.
3.
2Q12 Public, Private, Hybrid Cloud Trends
Vendors are expanding their portfolios to address a larger potential customer base and increase share of wallet
TBR
12 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
The combination of rising cloud market maturity and vendor investment will increase vendors’ focus on cloud business efficiency into CY 2013
CLBQ 2012 Research Outlook: Vendor Reports
Highlighted Best Practices from TBR’s Cloud Business Quarterly Vendors
SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES
Verizon:Verizon’s cloud business is run by Terremark allowing Verizon to focus on its core capabilities while still capitalizing on the disruptive market
ServiceNowLeverage professional services partners enables SerivceNow to focus on its core product – as well as increase operating margins
AWS:Growing direct sales team to best service the enterprise customer base
TBR
13 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
CLBQ 2012 Research Outlook – 3Q12 Research Highlights
CLBQ 2Q12 Research Highlights and 2012 Outlook
TBR
14 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Current Topics 3Q12 Report Key Themes CLBQ Research
Public Deployments
Highlight vendors’ best practices in utilizing public cloud to show cloud-readiness for core products, positioning companies for growth via install base cross-selling.
Public Cloud Market Landscape, ServiceNow, Salesforce.com, Google Cloud, Amazon Web Services, Oracle Cloud
Private & Hybrid
Deployments
Discuss traditional enterprise vendors’ avenues to success with private and hybrid clouds – partnerships, acquisitions, portfolio reinventions.
IBM Cloud, Oracle Cloud, Microsoft Cloud, CA Technologies
Software as a Service (SaaS) Highlight cloud market growth opportunities defined
by the rising maturity and adoption of SaaS offerings.
Public Cloud Market Landscape, ServiceNow, Salesforce.com, Google Cloud, Microsoft
Platform as a Service (PaaS)
Illustrate the long-term opportunity for vendors that can deliver developer-focused PaaS platforms and app stores to market.
Public Cloud Market Landscape, IBM, AWS
Infrastructure as a Service
(IaaS) Show how vendors are addressing the growing
demand for IaaS.Public Cloud Market Landscape, AWS, IBM, Rackspace, Verizon
Successful cloud computing vendors will offer innovative, secure products in 2012 — moving beyond cloud versions of core solutions
CLBQ 2012 Research Outlook: 3Q12 Research Highlights
TBR
15 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
Questions?
CLBQ 2Q12 Research Highlights and 2012 Outlook
TBR
16 TBR Quarterly Webinar Series | 10.25.12 | www.tbri.com | ©2012 Technology Business Research Inc.
For additional information, please contact:
Stuart Williams James McIlroyDirector, Software & Cloud 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.
