2. ! Founded in 1976!
! 80 Consultants!
! The only European Group with
global coverage: strong local
competences and global
response.!
! The specialist for the software
and IT services industry: IT
services and software
suppliers, IT users,
influencers and public bodies.!
! An integrated approach
covering the whole value
chain of our customers: off-
the-shelf reports, marketing &
consulting services.!
Slide 2

3. I. BUSINESS & IT: TENDENCIES !

4. A fast changing World!
Slide 4

5. Cloud Computing is the catalyst for !
ITʼs industrial revolution !
From a light workforce intensive industry to
a heavy capital intensive industry!

6. Study « Technologies Clés 2015 » done
for the French Government!
 One of the most sytemic industry!
• Cloud is critical!
• OSS is a chance for France!

7. ECʼs DG Infsoʼ study on the software!
The future of the software and software based services in Europe.!
100 interviews with some of the Worldʼs most known business leaders in the IT!

8. II. SOME DATA & FACTS!

9. The OSS Market*!
Croissances
comparées!
Libre!
Différentiel de
croissance!
Logiciel &
X 7 en 2010 X 4 en 2013! Services!
Slide 9!

10. The OSS Market* (2)!
OSS!
Otherl!
2010! 2013!
• A huge development is of OSS is the market in France, in Europe, in the
developing world, across the World…!
• The main alternative for tooling in most environments except .Net!
• A standard for Internet architectures!
• A big footprint in the Scientific, Industrial, Technical and Embedded IT!
Slide 10!

11. Market Performance!
!"#$%&!#'($)*+,&-&./01
*#!!!
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)#!!!
(#!!!
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23
&#!!!
%#!!!
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"#!!!
!
$!!) $!!* $!!+ $!"! $!"" $!"$
• SaaS is the most mature market, mainly around messaging, Office applications,
CRM, HR…!
• PaaS position will remain limited, until a real standard emerge!
• IaaS will see its growth limited by price pressure!
 OSS is a real option !
Slide 11

12. Could Computingʼs tidal wave*!
"++%&
(#$%&
!+%& )*#!%&
(+%&
'+%&
-+%&
$+%& ./012&
!"#$%&
*+%& '$#"%& 3145016789:&
,+%&
)+%&
"+%&
+%&
)+"+& )+"$&
!"""# !""$# !"%"# !"%$# !"!"#
+--%& )#*%&  In 2020, around 25% cloud, 25%
!-%& +,#"%&
« traditionnal » Run, 50% Plan & Build!
'-%&
"-%&  Big impact on the Run!
*-%&
,-%& !"#$%& ./012&  Lowering prices!
$-%& '$#(%&
34&56789:6;&
(-%&  Necessity for a constant flow of
)-%& innovation !
+-%&
-%&  Continental Europe is more oriented
)-+-& )-+,& towards IaaS and Private Cloud!
Slide 12!

13. Cloud & OSS in the value chain!
Competition!

14. So Cloud & OSS: friend of foe?!

15. Clearly a friend!
 The information technology as a whole has matured !
• It become commoditized but with democratization and concentration of
investments on the topics of the most promising value!
• A powerful force for change!
• But also more aligned with the business need!
• Itʼs all about services, collaboration and optimisation!
 Share by Cloud and the OSS !
 Cloud Computing is the most visible manifestation!
• Industrialization!
• Opens new opportunities!
• Increase competition!
 Open Source is one of the catalysts of this change!
• Opening of monopoly markets and lowers lock-in!
• Stimulus for innovation!
• Increases collaboration and standardization in the software industry!
 The engine of the Cloud
Slide 15!

16. The three hottest “buzz words” of the IT are
strongly based on OSS !
Cloud!
OSS!
Mobility! Security!