9. SaaS ISVs largest opportunity 2012 Mkt
1 SaaS ISVs ~$3.2B
• Market: Forecast CAGR ~50% / yr 09-12
– Growth in pure SaaS players and move to SaaS offerings
for other ISVs
• WA position: ecosystem, on-prem integration, relationships,
premium support
2 Mid-market self-tooling / ISV ~$1.6B
• Market: More likely to migrate full apps than Ent. (esp. horiz.);
ISVs aiding adoption
• WA position: Existing relationships, migration tools
UMM / Enterprise self-tooling / SI / ISV
3 • Market: Emphasis currently on dev.env., spare capacity, non- ~$1.9B
critical apps; attractive scenarios in Media, HC, Transp, Rtl
• WA position: Intense competition from outsourcers, but MS
ahead of the pack
Consumer Web
• Market: Early adopters; bias to new code
4 • WA position: AWS strongest in this segment; market biased ~$1.4B
to open source
Small / LMM (ISV / VAR)
• Market: Fragmented, price sensitive
5 • WA position: Market already served by Mozy, Rackspace, ~$0.6B
others
Source: Expert interviews; Customer interviews; BCG analysis
