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Microsoft
Japan Partner Conference
2019
ID:BS-E1
WHO WE ARE
▪ Asia Pacific focused with ongoing expansion
plans
▪ Microsoft focused; ~75% of revenue
▪ Subscription software only
▪ +3,000 partner ecosystem providing value
added services including marketing,
consulting and 24/7 support as a service.
▪ Services aimed at driving the ongoing growth
in consumption of software subscriptions
LICENSING
Software sold and implemented by IT service providers.
Monthly pay as you go cloud licensing subscriptions.
SUPPORT
Support people and professional services to help Vendors
and Service Providers with technical needs.
INTELLECTUAL PROPERTY
Internally developed PRISM Platform. Cloud first, digital first
marketing to drive demand for channel partners.
Cloud Licensing
Cloud Services & Support
Cloud Operations
パートナーの成功に向けた組織の連携
6
PRISM
サブスクリプションとリカーリングの為のCSPビジネスNo.1プラットフォーム
CSPビジネスにおける目覚しい成長
Jun-15 Dec-15 Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19
CSP O365 paid skus
CSP O365 all skus (e.g. academic)
109.3
138.5
169.6
42.5
51.2
73.1
FY17 FY18 FY19
Australia & New Zealand Asia
Microsoft CSP O365 Seat Count
+77%
June 2018
+264,000
June 2017
+126,000
Licensing Regional Sales Split
$M
$152
$190
$243
1. Asia numbers include sales from Australian customers’ overseas subsidiaries in Asia.
1
30 June 2019
+600,000
$38m25%
$53m28%
June 2018
+254,000
June 2019
+450,000
Average monthly paid seat
add-on rate in FY19 is
+16k paid seats per month
vs 10k per month in FY18
+127%
$3.0
$7.0
$21.0
$19.0
$35.0
$59.0
Microsoft Azure ARR Sales
$M
$14m
200%
Microsoft O365 ARR Sales
$M
$24m
69%
FY19FY18FY17FY19FY18FY17
$16m
84%
$4m
133%
1. ARR = Annual Run Rate
CSPビジネスにおける目覚しい成長
Microsoft Awards
2019 Microsoft Malaysian Partner of the Year
2018 Microsoft Australian Partner of the Year
2018 Microsoft Thailand CSP Partner of the Year
2019 Microsoft Global Indirect CSP of the Year Finalist
2017 Microsoft Malaysia Partner of the Year
HOW WE WORK WITH RESELLERS
Joint Business
Review
Partner
Onboarding
Business Conversation
with Key Stakeholders
Skirmish
Tele Marketing introduction
and customizations of
activity to drive Azure
conversation
Skirmish
Call out’s
Tele Agency will call
each of the accounts
to foot traffic
Partner
Co-Selling Motion
POC’s, CIE, TCO, Round
Table Discussion Activities
Optimization
Planning
rhipe Value
Proposition
Partner can avail services
from Support, Marketing,
Technical and Sales
Market
Dating
Identify key
market
opportunities
outside the
country
Joint Business
Discussion
Solution Portfolio,
Business Model,
Market Opportunity
App Source
Help ISV to be
visible in Microsoft
App Source
Azure
Knight Series
Azure Dev Knight
Azure Tech Knight
01
パートナー様と一緒にビジネスプランニング
12
03
02
ISV Motion
Strategy
Unlock your first
workload in Azure
Learning Session
WHERE IS THE BUSINESS OPPORTUNITY?
数年前はイノベーションとディスラプションに集中
Innovators Early Adopters Early Majority Late Majority Laggards
Technology Trigger Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Chasm
現在は適合性と生産性にフォーカスするステージ
Innovators Early Adopters Early Majority Late Majority Laggards
Technology Trigger Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Chasm
例として上げると
Innovators Early Adopters Early Majority Late Majority Laggards
Technology Trigger Trough of Disillusionment
Slope of Enlightenment
Private
Cloud
Plateau of Productivity
Virtualization Storage
EaaS
Business
Productivity
Chasm
Public
Cloud
BaaS
現時点はビジネスの売上を目指すステージ
O365
M365
SPLA
Azure
Innovators Early Adopters Early Majority Late Majority Laggards
Technology Trigger Trough of Disillusionment
Slope of Enlightenment
Chasm
Social
LMS
CRM / ERP
Security
将来を見据えた投資
Plateau of Productivity
DaaS
Gaming
Chat Bots
RI
IoT
AI
SAP Open Source
rhipe Japan について
2019年10月1日 rhipeJapanオペレーション開始!
Thank you!
www.rhipe.com
enquiries_asia@rhipe.com

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【Japan Partner Conference 2019】APAC で最も成長している Indirect CSP “rhipe” のビジネス モデルの全貌

  • 4. ▪ Asia Pacific focused with ongoing expansion plans ▪ Microsoft focused; ~75% of revenue ▪ Subscription software only ▪ +3,000 partner ecosystem providing value added services including marketing, consulting and 24/7 support as a service. ▪ Services aimed at driving the ongoing growth in consumption of software subscriptions
  • 5. LICENSING Software sold and implemented by IT service providers. Monthly pay as you go cloud licensing subscriptions. SUPPORT Support people and professional services to help Vendors and Service Providers with technical needs. INTELLECTUAL PROPERTY Internally developed PRISM Platform. Cloud first, digital first marketing to drive demand for channel partners. Cloud Licensing Cloud Services & Support Cloud Operations パートナーの成功に向けた組織の連携 6
  • 7. CSPビジネスにおける目覚しい成長 Jun-15 Dec-15 Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 CSP O365 paid skus CSP O365 all skus (e.g. academic) 109.3 138.5 169.6 42.5 51.2 73.1 FY17 FY18 FY19 Australia & New Zealand Asia Microsoft CSP O365 Seat Count +77% June 2018 +264,000 June 2017 +126,000 Licensing Regional Sales Split $M $152 $190 $243 1. Asia numbers include sales from Australian customers’ overseas subsidiaries in Asia. 1 30 June 2019 +600,000 $38m25% $53m28% June 2018 +254,000 June 2019 +450,000 Average monthly paid seat add-on rate in FY19 is +16k paid seats per month vs 10k per month in FY18 +127%
  • 8. $3.0 $7.0 $21.0 $19.0 $35.0 $59.0 Microsoft Azure ARR Sales $M $14m 200% Microsoft O365 ARR Sales $M $24m 69% FY19FY18FY17FY19FY18FY17 $16m 84% $4m 133% 1. ARR = Annual Run Rate CSPビジネスにおける目覚しい成長
  • 9. Microsoft Awards 2019 Microsoft Malaysian Partner of the Year 2018 Microsoft Australian Partner of the Year 2018 Microsoft Thailand CSP Partner of the Year 2019 Microsoft Global Indirect CSP of the Year Finalist 2017 Microsoft Malaysia Partner of the Year
  • 10. HOW WE WORK WITH RESELLERS
  • 11. Joint Business Review Partner Onboarding Business Conversation with Key Stakeholders Skirmish Tele Marketing introduction and customizations of activity to drive Azure conversation Skirmish Call out’s Tele Agency will call each of the accounts to foot traffic Partner Co-Selling Motion POC’s, CIE, TCO, Round Table Discussion Activities Optimization Planning rhipe Value Proposition Partner can avail services from Support, Marketing, Technical and Sales Market Dating Identify key market opportunities outside the country Joint Business Discussion Solution Portfolio, Business Model, Market Opportunity App Source Help ISV to be visible in Microsoft App Source Azure Knight Series Azure Dev Knight Azure Tech Knight 01 パートナー様と一緒にビジネスプランニング 12 03 02 ISV Motion Strategy Unlock your first workload in Azure Learning Session
  • 12. WHERE IS THE BUSINESS OPPORTUNITY?
  • 13.
  • 15. Innovators Early Adopters Early Majority Late Majority Laggards Technology Trigger Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Chasm 現在は適合性と生産性にフォーカスするステージ
  • 16. Innovators Early Adopters Early Majority Late Majority Laggards Technology Trigger Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Chasm 例として上げると
  • 17. Innovators Early Adopters Early Majority Late Majority Laggards Technology Trigger Trough of Disillusionment Slope of Enlightenment Private Cloud Plateau of Productivity Virtualization Storage EaaS Business Productivity Chasm Public Cloud BaaS 現時点はビジネスの売上を目指すステージ O365 M365 SPLA Azure
  • 18. Innovators Early Adopters Early Majority Late Majority Laggards Technology Trigger Trough of Disillusionment Slope of Enlightenment Chasm Social LMS CRM / ERP Security 将来を見据えた投資 Plateau of Productivity DaaS Gaming Chat Bots RI IoT AI SAP Open Source