TBR Cloud Business Quarterly Webinar Deck

TBR

TECHNOLOGY BUSINESS RESEARCH, INC.

TBR’s Cloud Business QuarterlySM

Research Highlights and OutlookTechnology Business Research Quarterly Webinar Series

Jan. 17, 2013

TBR

2 TBR Quarterly Webinar Series | 1.17.12 | 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, TBR’s Software & Cloud [email protected] @Allanktbr

mailto:[email protected]


TBR


*Semiannual publication

Software and Cloud Business Quarterly Research Highlights and Outlook

Cloud Market Model

Public Cloud ServicesPrivate Cloud

Services (3rd party delivered)

Cloud Professional Services

Cloud Component Products

SW Apps

SW PaaS

SW IaaS

Comput -ing

StorageNetwork

-ing

BPaaS SaaS

PaaS IaaS

Business Platform

Dynamic Apps

PaaS IaaS

Cloud consulting

Cloud Integration

Market Landscapes

Public Cloud Private Cloud Services (3rd party delivered)

Business Platform

Dynamic Apps PaaSBPaaS SaaS PaaS IaaS

Vendor Cloud Business Reports

Current: Amazon Web ServicesGoogleIBMMicrosoftOracle

RackspaceSalesforce.comServiceNow

Proposed for 2013: AccentureCapgeminiCSCDellHPWorkdayNetsuire

SAPAT&TDeloitteAtosFujitsuInfosysTata

IaaSCloud

Consulting

Cloud Integrat

ion

TBR’s Cloud Portfolio Overview

TBR


CLBQ 3Q12 Research Highlightsand 2012 Outlook

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CLBQ 3Q12 Research Highlights

1.

2.

3.

3Q12 Cloud Trends

Portfolio expansion targeting new verticals and functional areas allows vendors to increase revenue growth and customer share of wallet through cross-selling.

Open source is emerging as the answer to long-needed cloud standards and vendors supporting open source will attract the largest ecosystems of developers and partners.

Cloud-enabled data center expansion into LATAM and APAC enable cloud vendors to offer more cloud services outside of historically targeted mature markets (U.S. and Europe).

The cloud space is transitioning from a technology- to a business-driven market as evidenced by portfolio expansion and emerging standards

TBR


Salesforce.com

Symantec

Intuit

Fujitsu

Citrix

HP

CA

Google

RackspaceAT&T

AWS

IBMRed Hat

VZ

NetSuiteVMware

BMC

Informatica

Cisco

Savvis

Zoho

TWC

Oracle

DiData

Box

Virtustream

Workday

ServiceNow

EMC

GoGrid

Wipro

CSC

Joyent

RightScale

Microsoft

-25%

25%

75%

125%

175%

$0 $50,000 $100,000 $150,000 $200,000

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth

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

3Q12 ESTIMATED PUBLIC CLOUD: % REVENUE GROWTH VS. ABSOLUTE DOLLAR GROWTH

SOURCE: TBR ESTIMATES, COMPANY DATA

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SAPDell


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SAPDell

Portfolio expansion across verticals and functional areas drives increased revenue through cross-selling

3Q12 Public Cloud Revenue Leaders and Growth Leaders

CLBQ 3Q12 Research Highlights: Portfolio Expansion

($70,914, 1,155%)

($13,100, 245%)

TBR


Salesforce.com

Symantec

Intuit

Fujitsu

Citrix

HP

CA

Google

RackspaceAT&T

AWS

IBMRed Hat

VZ

NetSuiteVMware

BMC

Informatica

Cisco

Savvis

Zoho

TWC

Oracle

DiData

Box

Virtustream

Workday

ServiceNow

EMC

GoGrid

Wipro

CSC

Joyent

RightScale

Microsoft

-25%

25%

75%

125%

175%

$0 $50,000 $100,000 $150,000 $200,000

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth




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TBR

SAPDell


TBR


TBR

SAPDell




($70,914, 1,155%)

($13,100, 245%)

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Salesforce.com

Symantec

Intuit

Fujitsu

Citrix

HP

CA

Google

RackspaceAT&T

AWS

IBMRed Hat

VZ

NetSuiteVMware

BMC

Informatica

Cisco

Savvis

Zoho

TWC

Oracle

DiData

Box

Virtustream

Workday

ServiceNow

EMC

GoGrid

Wipro

CSC

Joyent

RightScale

Microsoft

-25%

25%

75%

125%

175%

$0 $50,000 $100,000 $150,000 $200,000

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth




TBR


TBR

SAPDell


TBR


TBR

SAPDell




($70,914, 1,155%)

($13,100, 245%)

TBR


Salesforce.com

Symantec

Intuit

Fujitsu

Citrix

HP

CA

Google

RackspaceAT&T

AWS

IBMRed Hat

VZ

NetSuiteVMware

BMC

Informatica

Cisco

Savvis

Zoho

TWC

Oracle

DiData

Box

Virtustream

Workday

ServiceNow

EMC

GoGrid

Wipro

CSC

Joyent

RightScale

Microsoft

-25%

25%

75%

125%

175%

$0 $50,000 $100,000 $150,000 $200,000

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth




TBR


TBR

SAPDell


TBR


TBR

SAPDell




($70,914, 1,155%)

($13,100, 245%)

TBR


Salesforce.com

Symantec

Intuit

Fujitsu

Citrix

HP

CA

Google

RackspaceAT&T

AWS

IBMRed Hat

VZ

NetSuiteVMware

BMC

Informatica

Cisco

Savvis

Zoho

TWC

Oracle

DiData

Box

Virtustream

Workday

ServiceNow

EMC

GoGrid

Wipro

CSC

Joyent

RightScale

Microsoft

-25%

25%

75%

125%

175%

$0 $50,000 $100,000 $150,000 $200,000

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth




TBR


TBR

SAPDell


TBR


TBR

SAPDell




($70,914, 1,155%)

($13,100, 245%)

TBR


Salesforce.com

Symantec

Intuit

Fujitsu

Citrix

HP

CA

Google

RackspaceAT&T

AWS

IBMRed Hat

VZ

NetSuiteVMware

BMC

Informatica

Cisco

Savvis

Zoho

TWC

Oracle

DiData

Box

Virtustream

Workday

ServiceNow

EMC

GoGrid

Wipro

CSC

Joyent

RightScale

Microsoft

-25%

25%

75%

125%

175%

$0 $50,000 $100,000 $150,000 $200,000

Year

-to-

year

Pub

lic C

loud

Rev

enue

Gro

wth




TBR


TBR

SAPDell


TBR


TBR

SAPDell




($70,914, 1,155%)

($13,100, 245%)

TBR


Cloud-enabled data center expansion into LATAM and APAC enables vendors to grow outside of mature, increasingly saturated markets

Key Cloud-based Investments (2H12) and Planned Investments in Growth Regions

SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES

~12% of 3Q12 cloud revenue


CLBQ 3Q12 Research Highlights: Growth Markets

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Rackspace Case Study

Supporters of OpenStack: Proprietary vendors:

Using OpenStack as a differentiation:

CLBQ 3Q12 Research Highlights: Cloud Standards

Rackspace creates differentiation and value as the first vendor to build its entire cloud platform on the open source OpenStack platform

TBR


CLBQ 2012 Research Outlook – 3Q12 Research Highlights

TBR


Current Topics 4Q12 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 and 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: 4Q12 Research Highlights

TBR


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

@TBRincwww.slideshare.net/TBR_Market_Insight



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.

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