Cloud Computing. Cloud Computing as a Service

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1 Cloud Computing This Market Monitor overview report on the cloud computing as a service marketplace reflects updated market and vendor estimates through Q In this report, we examine the revenue generated by cloud service providers and technology vendors via cloud platforms IaaS and PaaS as well as IT management as a service (ITMaaS), online backup/recovery and cloud archiving. This report provides updated estimates and a five-year growth forecast for the cloud computing market, and includes vendor statistics and a breakdown of revenue by geographic region and vertical market. Our analysis is based on results from a bottom-up market-sizing analysis that incorporates revenue estimates and forecasts for 451 competing cloud vendors. Infrastructure Stand- Alone PaaS Cloud Computing Platform PaaS from SaaS Integration (ipaas) IT Management IT Service Management Systems and Network Monitoring & Management Infrastructure Software Resource Utilization, Capacity Planning and Billing Online Backup/ Recovery Cloud Archiving Greg Zwakman VP, Market and Competitive Intelligence Yulitza Peraza Associate Product Manager Quantitative Services William Fellows Research Vice President Carl Brooks Analyst Service Providers Agatha Poon Research Manager Global Cloud Computing Owen Rogers Research Director Digital Economics Jay Lyman Research Manager Cloud Management and Containers

2 About 451 Research 451 Research is a preeminent information technology research and advisory company. With a core focus on technology innovation and market disruption, we provide essential insight for leaders of the digital economy. More than 100 analysts and consultants deliver that insight via syndicated research, advisory services and live events to over 1,000 client organizations in North America, Europe and around the world. Founded in 2000 and headquartered in New York, 451 Research is a division of The 451 Group Research, LLC and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication, in whole or in part, in any form without prior written permission is forbidden. The terms of use regarding distribution, both internally and externally, shall be governed by the terms laid out in your Service Agreement with 451 Research and/or its Affiliates. The information contained herein has been obtained from sources believed to be reliable. 451 Research disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although 451 Research may discuss legal issues related to the information technology business, 451 Research does not provide legal advice or services and their research should not be construed or used as such. 451 Research shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The reader assumes sole responsibility for the selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice. NEW YORK 20 West 37th Street 3rd Floor New York, NY P F SAN FRANCISCO 140 Geary Street 9th Floor San Francisco, CA P F LONDON Gower Street London, UK WC1E 6HH P +44 (0) F +44 (0) BOSTON Federal St. 5th Floor Boston, MA P F Market Monitor: Cloud Computing Overview

3 Table of Methodology Market Monitor s Bottom-Up Approach Cloud Computing Vendor Distribution Market Monitor Data Sources Cloud Computing Competitive Positioning Market Monitor s Cloud Coverage Vendor Funding Breakdown Overview: Cloud Computing & Cloud-Enabling Technologies Cloud Computing Sector 2016 Revenue Breakdown CET VS. Cloud Computing Cloud : Geographic Revenue CET vs. Cloud Computing Relative Revenue Cloud Computing : Country Landscape CET vs. Cloud Computing Cloud Computing : Vertical Revenue Cloud Computing Market Taxonomy Cloud Computing: New Market Entrants Cloud-Enabling Technologies Market Taxonomy Cloud Computing : M&A Activity Cloud Computing Overview Market Drivers(+)/Challenges(-) Cloud Computing Market Highlights VotE: IaaS Adoption and Importance Cloud Phase Adoption VotE: Cloud Evolution Cloud Sector Highlights IaaS: Infrastructure Cloud Computing Vendor Distribution (Public/Private Vendors) Cloud Computing & Sector Vendor Distribution IaaS Definition IaaS Market Highlights

4 Table of IaaS Coverage: Vendors (5 slides) Infrastructure Software IaaS: Vendor by 2016E Revenue Range Infrastructure SaaS Definition IaaS Vendor Distribution (Public/Private Vendors) Infrastructure SaaS Market Highlights IaaS Vendor Distribution (Revenue) Infrastructure SaaS Market Revenue Breakdown by Subsector PaaS: Platform Infrastructure SaaS Coverage: Vendors (5 slides) PaaS Definition Infrastructure SaaS: Vendor by 2016E Revenue Range PaaS Market Highlights Infrastructure SaaS Vendor Distribution (Public/Private Vendors) PaaS Market 2016E Revenue Breakdown by Subsector Infrastructure SaaS Vendor Distribution (Revenue) PaaS Coverage: Vendors (2 slides) Appendix: Public Cloud Criteria PaaS: Vendor by 2016E Revenue Range PaaS Vendor Distribution (Public/Private Vendors) PaaS Vendor Distribution (Revenue)

5 Methodology Market Monitor s Bottom-Up Approach 451 Vendors included in analysis are estimated and forecasted individually Our cloud computing database contains individual models on 451 vendors in the market. Each model contains intelligence specific to that company (i.e., customers, pricing, deal sizes and trends) with a forecast that incorporates the unique traits, strengths and weaknesses of the vendor. 100% Of market estimate and forecast based on individual vendor estimates; no blackbox other category A bottom-up analysis entails creating individual estimates and forecasts for each market participant in lieu of relying on historical or related data, applying broad assumptions, or extrapolating market totals based on input from a handful of large vendors (a top-down approach). 9 out of 10 Vendors we have briefed directly to support our findings This analysis leverages our deep knowledge of and relationships within the cloud computing marketplace, resulting in a proprietary forecast of industry revenue based on a bottom-up analysis of each vendor s current revenue and growth expectations.

6 Market Monitor Data Sources 15, CXO 6 Vendor briefings as a company annually Sector analysts support estimates Financial analysts contribute to MM Financial/banking clients provide insight Executive-level access across IT landscape End-user surveys performed annually

7 & Cloud-Enabling Technologies Cloud Computing

8 Overview: Cloud Computing & Cloud-Enabling Technologies 451 Market Monitor s coverage of the cloud market segments vendors/products according to the delivery/consumption models employed and the cloud functionality provided Cloud-Enabling Technologies (CET) sector includes the foundation and support software for a cloud environment. Cloud-Enabling Technologies CET offerings are leveraged by cloud providers to create the cloud environments they offer as a service and for the development and management of private clouds. The cloud computing market is defined by externally delivered services hosted by a third party. Cloud Computing Traits of cloud computing offerings we include in our analysis are rapid provisioning and self-service, scalability and elasticity, multi-tenant architectures and dynamic pricing models. A full overview is available in the appendix.

9 CET VS. Cloud Computing Key Differentiators Between Cloud Computing and Cloud-Enabling Technologies Cloud Computing Cloud-Enabling Technologies Payment On-demand or subscriptionbased pricing Traditional license and maintenance revenue Delivery Model Externally delivered services hosted by a third party outside firewall Software is installed and consumed on-premises, and is not hosted by a third party

10 Cloud Computing Market Taxonomy Cloud Computing Infrastructure Platform Infrastructure Software Stand- Alone PaaS PaaS from SaaS Integration (ipaas) IT Management Online Backup/ Recovery Cloud Archiving IT Service Management Systems and Network Monitoring & Management Resource Utilization, Capacity Planning and Billing Cloud Computing is defined by externally delivered services specifically, third-party, hosted, pay-as-you-go services. We believe the cloud is, at its very essence, a service delivery and consumption model. Thus, we have defined cloud computing not by the technologies that enable it but, instead, by the method of delivery and consumption.

11 Cloud-Enabling Technologies Market Taxonomy Cloud-Enabling Technologies Virtualization Automation & Management Server Data & Application Protection Management Platforms Brokers Cloud-Enabling Technologies (CET) encompass the vital support system for a cloud environment, which includes the automation and management stack. It is our position that server virtualization itself is an enabler for cloud computing. In addition, what the broader industry terms private clouds fall under the purview of our CET definition because this technology is installed, delivered and consumed on-premises and is not hosted by a third party. However, the CET tools included in our analysis are commonly leveraged by cloud providers to create the cloud environments they offer as a service.

12 Appendix: Public Cloud Criteria Our Definition of a Cloud Service: With the cloud concept firmly embedded in the marketing lingo across the technology landscape, we constantly witness cloudwashing the practice of including many legacy products and services under a company s cloud umbrella. To enable us to sift through the marketing noise and gather data on true cloud offerings, we examine each product or service using eight primary attributes that together constitute and define a cloud service. These attributes should not be evaluated in isolation since each builds on the one before it, and there are clear dependencies, with certain cloud properties being difficult to architect without the appropriate supporting attributes. Only when the full stack is satisfied will an offering be included in our cloud computing analysis. These criteria are designed primarily as a yardstick for examining and evaluating various types of cloud offerings. Through proper use of the attributes, one can determine just how cloudy an ostensible cloud computing or storage offering is, and if that offering, in fact, qualifies as a cloud service using objective metrics. The eight attributes we use to determine what is and what isn t a cloud offering for this analysis are listed here. A more detailed discussion of each of these criteria is provided in 451 Research s free Cloud Codex report, which is available for download at Market Monitor Review: Cloud Computing Overview

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