Download webinar recording: http://www.opengamma.com/downloads/Bringing-OpenGamma-to-the-Cloud-v2-web.m4v William Fellows, VP Research at 451 Research, will present his latest research highlighting the spend on cloud across different verticals, the transition from on-demand infrastructure to sophisticated cloud management and the key role played by cloud-enabling technologies. Finally, he'll take a look at the way cloud service delivery is rapidly evolving and the way the provider landscape is changing.

1. Today’s
CloudScape
William
Fellows,
VP
Research

2. The
451
Group
Today
§ 240+
Staff
§ One
company
with
5
business
lines
§ Syndicated
research,
cerGficaGon,
§ 1,300+
client
organizaGons:
enterprises,
vendors,
service
providers,
and
investment
firms
accreditaGon,
and
advisory
services
§ Organic
and
growth
through
acquisiGon
§ Global
Events
2

3. The
451
Group’s
Coverage
Map:
The
Digital
Infrastructure

4. Growth
trends,
market
forecast
Just
a
Cloud
Away
Growth
trends,
market
forecast

5. Cloud-­‐as-­‐a-­‐Service
categories
Number of 2012 Revenue 12 - 16 % of Total 2012
Vendors
($B)
CAGR
Revenue
IaaS
149
$2.9
37%
51%
PaaS
75
$1.4
41%
24%
SaaS-Infrastructure
109
$1.4
29%
25%
Total Cloud Market
309
$5.7
36%
100%
Sector

6. Cloud
Market
Overview
–
Revenue
($b)

7. Cloud
As-­‐a-­‐Service
2012
Revenue
by
VerGcal:
300+
vendors

8. Cloud
Market
EvoluGon

9. Cloud
Enabling
Technologies
Market
Taxonomy
Cloud
enabling
technologies
(CET)
encompasses
the
vital
support
system
for
a
cloud
environment,
which
includes
the
automaGon
and
management
stack
and
security
stack.
It
is
our
posiGon
that
server
virtualizaGon
itself
is
an
enabler
for
cloud
compuGng.
It
addiGon,
what
the
broader
industry
terms
‘private
clouds’
fall
under
the
purview
of
our
CET
definiGon
because
this
technology
is
installed,
delivered
and
consumed
on-­‐premise
and
is
not
hosted
by
a
third
party.
Cloud
Enabling
Technologies
Virtualiza;on
Automa;on
&
Management
Security
Server
Data
&
Applica;on
Protec;on
I/O
Incumbent
Technologies
Cloud
PlaForms

10. CET
Market
Highlights
($B)
CET
SECTOR
2012
2013
2014
2015
2016
12-­‐16
CAGR
Virtualiza;on
$6.97
$8.48
$9.97
$11.41
$12.76
16%
Automa;on
&
Management
$3.36
$4.61
$5.97
$7.49
$9.10
28%
Security
$0.28
$0.36
$0.47
$0.62
$0.76
29%
Total
CET
$10.61
$13.46
$16.40
$19.53
$22.62
21%
Within
CET,
virtualizaGon—the
foundaGon
for
cloud
compuGng—
accounts
for
the
majority
of
total
market
revenue
with
a
66%
share,
but
being
the
most
mature
segment,
it
has
the
lowest
CAGR
through
2016
at
16%.
The
automaGon
and
management
sector,
the
largest
in
terms
of
vendor
count,
accounts
for
32%
of
the
market
total
and
should
see
a
healthy
28%
CAGR.
Within
the
virtualizaGon
stack,
a
29%
CAGR
in
I/O
virtualizaGon
and
24%
CAGR
in
data
and
applicaGon
protecGon
are
offset
by
the
relaGvely
mature
and
much
larger
server
virtualizaGon
segment,
which
we
expect
to
grow
at
an
11%
CAGR.
VirtualizaGon
security
is
the
smallest
segment
with
no
single
vendor
dominaGng.
It
makes
up
only
2%
of
the
CET
space
but
has
the
highest
CAGR
through
2016
at
29%.

11. Market
Trends
&
EvoluGon

12. ConsolidaGon
of
service
delivery
models
• As
outsourcing,
managed
hosGng
and
cloud
conGnue
to
converge,
users
are
increasingly
seeking
opGons
that
allow
them
to
select
from
these
models
and
others
as
part
of
'best
execuGon
venue'
strategies.
• They’ll
require
applicaGon
and
other
higher
value
services
beyond
IaaS
12

13. CreaGng
Value:
ApplicaGon
Marketplaces
Marketplaces
serve
as
incubators
for
innovaGon
–
many
cloud-­‐based
business
apps
offer
beier
features
than
their
on-­‐
premise
versions.
Telcos
can
become
a
trusted
cloud
partner
and
give
SMB
access
to
enterprise-­‐class
business
apps.
§
§
§
§
Orange
–
Private
ApplicaGons
Store
Telefónica
–
Aplicateca
BT
–
ApplicaGons
Marketplace
Deutsche
Telekom
–
Business,
Enterprise
Marketplaces

14. Opportunity
across
the
provider
space
What
vendor
or
service
providers
are
you
currently
using
to
provide
external
public
cloud
compuGng
services?
What
vendor
or
service
provider
do
you
envision
procuring
external
public
cloud
compuGng
services
from?
20%
15%
TelecommunicaGons
Provider
Online
Service
Providers
HosGng
Provider
TradiGonal
Systems
Integrator
with
Hardware
Assets
Datacenter
Operator
System
Integrator
or
Asset-­‐light
Provider
19%
8%
7%
7%
6%
5%
5%
3%
4%
3%
TradiGonal
ISV
3%
5%
2%
Value-­‐Added
Reseller
2%
0%
n=100
Pure
SaaS
Provider
1%
Cloud
CompuGng
—
Wave
4

15. Cloud
grows
up