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Re-imagined
experiences 52% digital disruption has
demolished 52% of
the Fortune 500
since 2000
Changing the possibilities — affecting every individual, business and government
Create new
Business models
SMAC is disrupting the business from top to bottom
3
With lot of demand and supply drivers in India
760 million tablets in use globally by 2016; one third to be purchased by businesses
2.5 Bn smartphones in 2017 from 1 Bn in 2013 globally
Source: IDC, Gartner, NASSCOM
550 million social network user base in India by 2020
Social Mobility
By 2016, 50% of large
organizations marketing spend will be on social channels
SMAC Day With TiE Bangalore
M-Commerce transactions higher than E-Commerce
Shortage of
180,000 analytics professionals by 2018
1.3 Zettabytes of
data to be analyzed
Rich media analytics to
grow 3 times
Analytics
63% of SMEs adopt
cloud for business from 4% today
71% of businesses
expect public-facing applications in cloud
Cloud
5
Global picture of M&A and investments in Technology space in 4Q 2014
Source: EY analysis of The 451 Group Research M&A KnowledgeBase, accessed 5 January 2015.
6
Bangalore based startups are set to tap into the growing SMAC market across verticals
• Connected experience for enterprises across mobility, big data analytics, security, cloud computing, social computing, M2M/IoT
Social Mobility
Analytics Cloud
• mobile-first customer engagement platforms
• mobile app analytics
• M-wallet for secure mobile payments
• Business intelligence and analytics
• Focused on the banking sector
• Advanced analytics solutions on cloud
• Focused on Retail, CPG Formerly iCreate
• Cloud management to optimize the costs and risk of cloud investments
• Data visualization products
• Logistics, IT, BFS
• Enterprise unified collaboration, knowledge management solutions
Digital Transformation by
converging SMAC solutions
• Customised search engine to provide insights into huge records
• Pharma, FS
Acquired by
• Analysis & monitoring tools for Android app developers to measure, analyze and optimize their apps
• Cloud and mobile solutions for patient engagement, health monitoring, online consultation, e-consult
• Cloud-based WAN optimization as-a-service solution
• Platform for cloud authoring of video content, secure distribution, personalized mobile app
• Mobile marketing and analytics platform • Platform for
optimization of digital campaigns
• Social media monitoring and engagement platform
• Real time customer engagement on e-mail, social media and web
SMAC Day With TiE Bangalore
7
Number of SMAC start-ups in India focusing across verticals, will cross 2,000 by 2015 from 450 in 2012
Vertical
Healthcare
BFSI
Retail Hospitality
Education • M-learning
• Cloud based e-learning • Social education
platforms • Collaboration platforms • Learning outcome
analytics
• M-wallet • m-commerce • Customer analytics • In-store analytics • Social media marketing
• M-health • Healthcare analytics • Telemedicine • Remote patient monitoring • Patient data management based on
cloud
• Mobile payments • Private cloud infrastructure • Financial analytics • SaaS CRM • Social media banking &
financial services
• Social media marketing • Marketing spend and
Guest analytics • Mobile booking system
Potential whitespaces / Areas of interest for further development SMAC Day With TiE Bangalore
1 Cloud-based security
2 Payments
3 Transportation
4 Data Visualization
5 Rich Media Analytics
6 Cloud Storage for SMBs
Horizontal Opportunities
9
What it takes to have Bangalore as a SMAC valley
Geographic
Proximity
Communities
Talent
Ideas Capital Corporation
Innovation Fund
Specialized
top talent
Market
12
Key Disruptions in the Marketplace
12
Infrastructure
Software
IT Services
1. Outcome based transformation deals increasingly becoming a norm
in the IT services sector. Indian IT services players increasingly
taking more market share
2. SMAC services a driving force in the industry
1. Enterprise software completely transitioning to a cloud and
subscription model
2. IT spends shifting from CIO to CMO and LoB owners especially for
business software
3. Increase in competition intensity with SaaS players hungry for
growth (partly to justify the valuation and partly to reach scale)
1. New technologies e.g. flash, converged infrastructure and newer
architectures e.g. hybrid take a strong hold
2. Hardware getting commoditized by cloud infrastructure players
13
These disruptions are amplified by competition intensity impacting traditional IT players
13
How are they fighting
1. Propagating hybrid models
2. Going with end-to-end story
3. Leveraging cash on balance sheet for vendor
financing or acquisitions
1. Highlighting category specialization
2. Focused on growth and winning business
against bellweathers
3. Alliances
Infrastructure
Software
IT Services
IT Bellweathers Next Gen IT