Public cloud leaders evolve portfolio and business models to sustain expansion

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Competition is high across the public cloud market as an increasing number of vendors invest in their portfolios and go-to-market strategies. To differentiate, applications vendors such as Salesforce.com and Google (Google Apps) are customizing their portfolios and building out public-sector teams to support growth in the industry. The platform layer will determine the long-term success of SaaS and IaaS vendors. Vendors are expanding their developer ecosystems, and the race is on to see which vendor can attract and retain the most and the best developers. As cloud compute and storage become low-cost commodities, vendors improve portfolios and adjust pricing and go-to-market strategies to drive expansion. TBRs cloud research team invites you to a webinar that aired on Thursday, Oct. 30, 2014, for a guided recap and analysis of vendor performance in TBRs Public Cloud Benchmark. Practice Manager and Principal Analyst Allan Krans, along with Senior Analyst Jillian Mirandi and Research Analyst Kelsey Mason, shared their perspectives on trends in the cloud market pertaining to public sector customization, developer investment to drive platform appeal and the go-to-market strategies of public cloud vendors. The analysts provided strategic projections around vendor and customer activity to help identify effective business models for webinar attendees. They then fielded questions from the audience. Questions for discussion will included: Which vendors are targeting the education and government markets and how? How are platform vendors investing to drive developer loyalty? How are IaaS vendors evolving their pricing and go-to-market strategies to expand and stay ahead of growing competition?

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<ul><li> 1. TBRTECH N O LO GY BU SIN ES S RESEARCH , IN C.TBRs Cloud Business QuarterlySMPublic Cloud Research Highlights and OutlookTechnology Business Research Quarterly Webinar SeriesOct. 30, 2014</li></ul> <p> 2. TBR2 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Cloud Business Quarterly Research Highlights and Outlook: Webinar PresentersJillian MirandiSenior Analyst, CloudEmail: jillian.mirandi@tbri.comTwitter: @JillianNotesAllan KransPractice Manager, CloudEmail: allan.krans@tbri.comTwitter: @AllanKrans 3. TBR3 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Cloud Market Overview 4. TBR4 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud Market40% of the global enterprise market has adopted public cloud services;that number will continue growing, albeit at a slower pace, through 2018CLBQ Public Cloud 2Q14 Research Highlights 5. TBR5 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud MarketThe public cloud market will reach $113B in 2018, driven by high volumesof SaaS revenue and increasing IaaS revenueCLBQ Public Cloud 2Q14 Research Highlights 6. TBR6 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud Market Segments 7. TBR7 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.Public Cloud % Revenue Growth vs. Public Cloud $ Revenue GrowthGoogle and IBM are reshaping the market and moving quickly intoleadership positions as they monetize increased public cloud investmentsCLBQ Public Cloud 2Q14 Research HighlightsLeadersMoving into leadership positionsNote: Vendors included on graph realized an estimated $150 million in trailing 12-month publiccloud revenues (from 3Q13 through 2Q14). 8. TBR8 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud Market SummaryThe more mature SaaS cloud market focuses on industry strategies, whileprice wars are back at the forefront of IaaS due to hybrid IT discussionsCLBQ Public Cloud 2Q14 Research HighlightsSaaSVertical customizations through go-to-market strategies andtailored portfolios are top of mind for SaaS vendor expansion.PaaSSimplified application building, increasing capabilities such asanalytics, and pricing and deployment options will drive PaaSvendor usage.IaaSDriven by price competition and scale, many vendors arelessening focus on the public cloud IaaS market to focus onhybrid IT and leveraging partnerships with vendors like AWS,Microsoft and Google. 9. TBR9 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud SaaS Revenue Growth vs. Corporate Revenue GrowthRevenue is beginning to impact traditional software vendors SAP andMicrosoft positively as they transition to subscription modelsCLBQ Public Cloud 2Q14 Research HighlightsApps vendors expandingSaaS business modelsand portfoliosPublic cloudpure play 10. TBR10 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.CLBQ Public Cloud 2Q14 Research HighlightsSaaS vendors target industries through tailored go-to-market strategiesand portfolios to sustain growth in a maturing public cloud marketPublic Cloud SaaS: Vertical FocusHorizontal, LOB-focusedappsexpanding vertically:Enterprise, IT-focusedbusinesssuites with deepvertical expertise:Salesforce.comGoogleBoxMicrosoftWorkdaySAPOracleEnterprise, IT-focusedniche applications anddeep vertical expertise:IBM 11. TBR11 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud Market SummaryCLBQ Public Cloud 2Q14 Research HighlightsThe more mature SaaS cloud market focuses on industry strategies, whileprice wars are back at the forefront of IaaS due to hybrid IT discussionsSaaSVertical customizations through go-to-market strategies andtailored portfolios are top of mind for SaaS vendor expansion.PaaSSimplified application building, increasing capabilities such asanalytics, and pricing and deployment options will drive PaaSvendor usage.IaaSDriven by price competition and scale, many vendors arelessening focus on the public cloud IaaS market to focus onhybrid IT and leveraging partnerships with vendors like AWS,Microsoft and Google. 12. TBR12 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.CLBQ Public Cloud 2Q14 Research HighlightsEarly-to-market PaaS vendors outpace the market, but we expect IBM,HP and SAP to jump from the pack in 2015 based on 2014 investmentsPublic Cloud PaaS % Revenue Growth vs. Public Cloud PaaS $ Revenue Growth 13. TBR13 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.CLBQ Public Cloud 2Q14 Research HighlightsDevelopment ecosystems are providing a more scalable, profitable andpersistent route to market for cloud vendorsPublic Cloud PaaS: Attract DevelopersCustomerSalesforce.comAWSIBM Controllable Measurable TransactionalWhat are the benefits?PartnerPartnerPartnerDevelopmentEcosystemsCustomerCustomerCustomer~NEW~~NEW~ Scalable Profitable Persistent CustomizableDirect SalesGoogleMicrosoftPivotalSAP HANA 14. TBR14 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.CLBQ Public Cloud 2Q14 Research HighlightsMicrosoft is catering to legacy Microsoft developers with Azure andleaving opportunities for industry apps, thus increasing enterprise appealPublic Cloud PaaS: Microsoft Azure 15. TBR15 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Public Cloud Market SummaryThe more mature SaaS cloud market focuses on industry strategies, whileprice wars are back at the forefront of IaaS due to hybrid IT discussionsCLBQ Public Cloud 2Q14 Research HighlightsSaaSVertical customizations through go-to-market strategies andtailored portfolios are top of mind for SaaS vendor expansion.PaaSSimplified application building, increasing capabilities such asanalytics, and pricing and deployment options will drive PaaSvendor usage.IaaSDriven by price competition and scale, many vendors arelessening focus on the public cloud IaaS market to focus onhybrid IT and leveraging partnerships with vendors like AWS,Microsoft and Google. 16. TBR16 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.TBR tracks 29 public cloud IaaS businesses; AWS dominated the marketthis quarter with $1B, but most companies generated under $50MCLBQ Public Cloud 2Q14 Research HighlightsPublic Cloud IaaS % Revenue Growth vs. Public Cloud IaaS $ Revenue Growth 17. TBR17 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.AWS remains the leader in public cloud IaaS, but will begin to facechallenges as vendors leverage public cloud as a means to hybrid ITCLBQ Public Cloud 2Q14 Research HighlightsPublic Cloud IaaS % Revenue Growth vs. Public Cloud IaaS $ Revenue GrowthAWS, Google, Microsoft and IBMremain focused on public cloud IaaSVendors moving away frompublic cloud IaaS:HPDellVerizonRackspace 18. TBR18 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Questions? 19. TBR19 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Cloud Business Quarterly Research Highlights and Outlook: Webinar Contact InformationJames McIlroyVice President of SalesEmail: mcilroy@tbri.comTelephone: 603.929.1166Twitter: @TBRincSlideShare: www.slideshare.net/TBR_Market_InsightYouTube: www.youtube.com/user/TBRIChannelLinkedIn: www.linkedin.com/company/technology-business-researchJillian MirandiSenior Analyst, CloudEmail: jillian.mirandi@tbri.comTwitter: @JillianNotesTelephone: 603.758.1854Allan KransPractice Manager, CloudEmail: allan.krans@tbri.comTwitter: @AllanKransTelephone: 603.758.1819 20. TBR20 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.TBR Cloud Program OverviewThe TBR Cloud Program consists of specific vendor, comparative vendorand customer analysis supported by modeling and primary researchReports analyzing vendors cloud businesses cover all relevant segments andtrack performance across cloud-driven metrics including operating expenses,operating profit, headcount breakouts and geographic breakouts.TBRs benchmark reports provide analysis through qualitative and metric-basedcomparisons of key vendors in a market segment. Cloud data models areincluded with the benchmarks, this TBR research and analysis is built from theground up based on 15+ years of vendor centric financial models.TBR cloud customer reports provide primary research-based insights topurchasing behavior, vendor adoption, satisfaction and demand across multiplecloud offerings and professional services segments.Cloud VendorReportsCloud BenchmarksCloud CustomerResearch Tracks 21. TBR21 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.TBR Cloud Program OverviewContinuous portfolio expansion elevates TBRs and clients knowledgeabout what cloud really means to vendors and customersAccenture FujitsuAtos RackspaceCognizant TCSCSC VerizonDellCapgemini Infosys WiproDeloitte MicrosoftGoogle OracleHP SAPIBM ServiceNowAWSSalesforce.comWorkdayPublic CloudBenchmarkManaged Private &amp; ProfessionalServices Cloud BenchmarkCloud ComponentsBenchmarkCarrier Cloud BenchmarkHybrid CloudCustomer ResearchPrivate CloudCustomer ResearchCloud Prof. ServicesCustomer ResearchTopical Cloud Reports: 2014 reports include Orchestration, and LOB vs. ITCloud VendorReportsCloud BenchmarksCloud CustomerResearch TracksQuarterly 1Q / 3Q 2Q / 4Q1Q / 3Q 2Q / 4Q QuarterlySemiannually Semiannually Semiannually 22. TBR22 TBR Quarterly Webinar Series | 10.30.14 | www.tbri.com | 2014 Technology Business Research Inc.Syndicated Research CoverageCloud Vendor Reports(Cloud Business Quarterly)Benchmarks(Benchmark XLS data is also available) Accenture Cloud* Amazon Web Services* Atos Cloud* Capgemini Cloud* Cognizant Cloud* CSC Cloud* Dell Cloud* Deloitte Cloud* Fujitsu Cloud* Google Cloud* HP Cloud* IBM Cloud* Infosys Cloud* Microsoft Cloud* Oracle Cloud* Rackspace* Salesforce.com SAP Cloud* ServiceNow* TCS Cloud* Verizon Cloud* Wipro Cloud* WorkdayPublic Cloud BenchmarkThe public cloud program compares and analyzes thestrategies, results and drivers of 50 key vendors in the publiccloud segment across Software as a Service, Platform as aService and Infrastructure as a Service.Managed Private &amp; Professional Services Cloud Benchmark*The managed private cloud and professional services programcompares and analyzes the strategies, results and drivers of 29key vendors in the managed private cloud and professionalservices market across Business Process as a Service, Softwareas a Service, Platform as a Service, Infrastructure as a Service,cloud consulting, cloud SI and cloud ADM.Cloud Components Benchmark*The cloud components program compares and analyzes thestrategies, results and drivers of 12 key vendors that sell thebuilding blocks of software and hardware used to constructpublic and private clouds.Note: There are also three semiannual cloud adoption studiesand cloud topic reports (Cloud Security is available now andCloud Orchestration is upcoming).TBR Cloud Practice Syndicated Coverage*Semiannual Report 23. About UsTechnology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, telecom and enterprise network vendors, and operators.Serving a global clientele, TBR provides timely and actionable market research and business intelligence in formats that are tailored to clients needs. Our analysts are available to further address client-specific issues or information needs on an inquiry or proprietary consulting basis.TBR has been empowering corporate decision makers since 1996.To learn how our analysts can address your unique business needs, please visit our website or contact us today.Contact Us1.603.929.1166info@tbri.comwww.tbri.com11 Merrill DriveHampton, NH 03842USAThis report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. Technology Business Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is not and should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This report is copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.</p>