Traditional Vendors Entering Cloud are Accelerating the Pace of Pure-play Portfolio Innovation – Insights from TBR’s 4Q12 Cloud Research

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TECHNOLOGY BUSINESS RESEARCH, INC.

TBR’s Cloud Business QuarterlySM

Research Highlights and OutlookTechnology Business Research Quarterly Webinar Series

May 8, 2013

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2 TBR Quarterly Webinar Series | 5.8.13 | 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, Software & Cloud [email protected] @Allanktbr

mailto:[email protected]


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TBR Cloud Program – Product Descriptions

Cloud Data Models:Included with the benchmarks, this TBR research and analysis is built from the ground up based on 15+ years of vendor-centric financial models.

Cloud Customer Research Track Reports:TBR cloud customer reports provide primary research-based insights into purchasing behavior, vendor adoption, satisfaction and demand across multiple cloud offerings and professional services segments.

Benchmarks:TBR’s benchmark reports provide analysis through qualitative and metric-based comparisons of key vendors in a market segment.

Vendor Reports:Reports analyzing vendors’ cloud businesses cover all relevant segments and track performance across cloud-driven metrics including operating expenses, operating profit, headcount breakouts and geographic breakouts.

Benchmark Reports & Cloud Data Models

Vendor Cloud Business Reports

Cloud Customer Research Track Reports

Portf

olio

TBR Cloud Research Overview

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Benchmarks & Cloud Data

Models

Public Cloud Benchmark – Quarterly

Managed Private Cloud & Professional Services

Benchmark – Semiannual

Vendor Cloud Business Reports

Accenture AWS CapgeminiCSC Dell Deloitte

FujitsuGoogleHPIBM MicrosoftOracle

RackspaceSalesforce.com SAPServiceNowVerizonWorkday

AtosAT&TInfosys

NetSuiteTata

Cloud Components Benchmark – Semiannual

TBR Cloud Portfolio: Program Overview

Current Portfolio Planned Expansion

Cloud Customer Research Tracks

TBR Cloud Program – Portfolio Overview

Cloud Customer Reports and Topical Reports

Tracks – Semiannually Q2 & Q4 • Private Cloud Migration • Cloud Professional Services • Hybrid Cloud Migration

Topical – Semiannually Q1 & Q3• Security• Management/Brokerage

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CLBQ Research Highlights and Outlook

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Microsoft

Salesforce

AWS

Market Leaders

AWS, SFDC and MSFT are leaders in the growing public cloud market landscapeVendors covered in TBR’s Cloud Benchmark

CLBQ 4Q12 Research Highlights: Public Cloud Benchmark

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CLBQ 4Q12 Research Highlights

1.

2.

3.

Portfolio expansion into lines of business and verticals allow vendors to increase their share of wallet in current customer bases and grow into new markets

The SaaS productivity space is getting more competitive as vendors invest in social collaboration capabilities and partner programs

Cloud infrastructure vendors are evolving beyond vanilla compute and store to disrupt the database and warehousing markets

Driven by constant new entrants into the cloud space, vendors are expanding their portfolios across the board to differentiate

Compute and Store

Top Cloud Trends

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Public Cloud Revenue Growth: Percentage and Dollar Growth

Dollar growth leaders are market makers that are now expanding their portfolios to cross-sell into more functional areas

Laggards

Leaders

Weighted Average

Absolute Average

Key

Growth through acquisitions

Growth through disruption

Box($12,000, 160%)

Market leaders through early-to-market offerings

CLBQ 4Q12 Research Highlights: Public Cloud Market

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Portfolio Expansion: Line of Business

Portfolio expansion to address new lines of business and verticals will continue throughout 2013 as customers demand more customized clouds

Laggards

Leaders

Weighted Average

Absolute Average

Key

LOB: HR expansion with Kinexa acquisition

CLBQ 4Q12 Research Highlights: Portfolio Expansion

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Portfolio Expansion: Vertical


Laggards

Leaders

Weighted Average

Absolute Average

Key

Vertical: Public Sector expansion


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Portfolio Expansion: Vertical


Laggards

Leaders

Weighted Average

Absolute Average

Key

Vertical: Financial Sector expansion


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Public SaaS Revenue Growth: Percentage and Dollar Growth

To maintain SaaS dollar growth leadership, Salesforce.com and Microsoft expand products’ functionalities and addressable markets

Weighted Average

Absolute Average

Key

$ Growth Leader

% Growth Leaders

CLBQ 4Q12 Research Highlights: Public SaaS Market

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SaaS Productivity Suites

CLBQ 4Q12 Research Highlights: Productivity Suites

The SaaS productivity space is getting more competitive as vendors invest in social collaboration capabilities and partner programs

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Public IaaS Revenue Growth: Percentage and Dollar Growth

AWS continues to dominate the IaaS market, offering new services at low costs while collecting increased revenues on compute and storage usage

CLBQ 4Q12 Research Highlights: Public IaaS Market

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17 TBR Quarterly Webinar Series | 5.8.13 | www.tbri.com | ©2013 Technology Business Research Inc. SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES

Database as a Service - strategies Data Warehousing as a Service - AWS advertisement

Cloud Infrastructure: DBaaS and DWaaS

CLBQ 4Q12 Research Highlights: IaaS Expansion

Cloud infrastructure vendors are evolving beyond vanilla compute and store to disrupt the database and warehousing markets

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Questions?

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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



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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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