4. WHATwe learned
1. Software = Cloud
2. SaaS rules. PaaS pops.
3. Time to plug in your hybrid.
4. The mission is critical.
5. IT is riding the wave.
6. We still have work to do.
7. Racing into the future.
8. Investment is rocking.
7. SaaS spending growth compared to all software:
Source: Gartner, Goldman Sachs Research – Cloud CIO Survey 03-Nov-2011
8. Big Data
CRM
Ecommerce
Social
Business Intelligence
Mobile
Office Productivity
ERP
App Dev
WCM/CMS
Communications
Human Resources
Desktop virtualization
Points of Sale
Operating Systems
Series 1
Column1
Column2
Cloud is Changing Software
More than 50% believe most categories will be disrupted.
50%
9. 55%
Source: JP Morgan CIO Survey March 2012
of CIO’s to increase spending on SaaS in 2012
10. Scalability
Business Agility
Cost
Capex to Opex
Mobility
Innovation
Competitive Advantage
Cloud API’s
Customer Demand
Open Source Projects
Internal mandate to move to
Cloud
Other
57%
3Big Cloud Drivers
11. Scalability
Business Agility
Cost
Capex to Opex
Mobility
Innovation
Competitive Advantage
Cloud API’s
Customer Demand
Open Source Projects
Internal mandate to move to
Cloud
Other
57%
3Big Cloud Drivers
12. Scalability
Business Agility
Cost
Capex to Opex
Mobility
Innovation
Competitive Advantage
Cloud API’s
Customer Demand
Open Source Projects
Internal mandate to move to
Cloud
Other
57%
3Big Cloud Drivers
13. Scalability
Business Agility
Cost
Capex to Opex
Mobility
Innovation
Competitive Advantage
Cloud API’s
Customer Demand
Open Source Projects
Internal mandate to move to
Cloud
Other
57%
3Big Cloud Drivers
14. Scalability
Business Agility
Cost
Capex to Opex
Mobility
Innovation
Competitive Advantage
Cloud API’s
Customer Demand
Open Source Projects
Internal mandate to move to
Cloud
Other
57%
3Big Cloud Drivers
57. WHATwe learned
1. Software = Cloud
2. SaaS rules. PaaS pops.
3. Time to plug in your hybrid.
4. The mission is critical.
5. IT is riding the wave.
6. We still have work to do.
7. Racing into the future.
8. Investment is rocking.
58.
59. FUTURE OF CLOUD COMPUTING
2012
Northbridge.com
@North_Bridge
@FutureofCloud
People like the convenience of using software in the cloud, and paying as they go
And it’s getting a disproportionate amount of attention
Big Data is big news – but what does it mean
CRM is old news
eCommerce is THE news – it’s mission critical
Interesting HR is below the line – many of the original SaaS players were in HR like Taleo, Success Factors
Because they are seeing the benefits
2/3 of these CIO’s is 10,000 or more employees – SaaS has broken into the enterprise
Competitive advantage is 7th, surprising for an early market
Only 6% have an internal mandate
Competitive advantage is 7th, surprising for an early market
Only 6% have an internal mandate
Competitive advantage is 7th, surprising for an early market
Only 6% have an internal mandate
Competitive advantage is 7th, surprising for an early market
Only 6% have an internal mandate
Competitive advantage is 7th, surprising for an early market
Only 6% have an internal mandate
The value is in the application and solving the business problem
PaaS
Always a need for custom software
Differentiation
Competitive advantage
Industry specific – eg Government
Widely differing views:-
Forrester Research estimates the PaaS market size to be $9.8B by 2015 – 86% CAGR
Gartner estimates the PaaS Market opportunity to be $1.7B by 2015 – 26% CAGR
From our portfolio Acquia CAGR through 2012 is 186%
Drivers: reduced complexity,
Need for optimization – eg certain stacks
PHP – Acquia
Ruby – Engine Yard
Java – CloudBees
Economies of scale
Capacity for elasticity internal or need hybrid or public?
PaaS will get squeezed
Hybrid is a phase
PaaS will get squeezed
Hybrid is a phase
PaaS will get squeezed
Hybrid is a phase
PaaS will get squeezed
Hybrid is a phase
Redhat reinventing itself as a cloud company…
Develop
Test
Netflix
Initially web ordering, physical delivery
Then Web
Then all devices, mobile, gaming, Roku, AppleTV,
Because the value is the media & cloud is the delivery
Collaboration
Up and down the supply chain
Tighter inventory control
Social CRM, marketing, sales, service &s upport
Closer customer connection
Greater loyalty
Cloud services:
Consistent with early Cloud Formations are for Analytics & Big Data and Collaboration