“Cloud” Remains Highly Fragmented But Winners Beginning to EmergeE

nte

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se

On

-Pre

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aaS

/ H

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ed

On

-Pre

mis

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aaS

/ H

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ed

Not historically available to Small Businesses on a meaningful level; has typically been limited to Enterprise deployments

CollabFinancials /

AcctingCRMBI / Analytics Vertical Apps

Payments / Payroll

Human Capital Mgmt

Applications Software

PaaS / App Infrastructure

Marketing Services

eCommerce / Transactions

Online Business

Optimization

Online Services

SM

B

SCM / Spend Mgmt

Exp /Travel Mgmt

IaaS / “Cloud”

Infrastructure

Cloud Services / Infras.

Java

SaaS

Developer

Mindshare

/IaaS

MonetizationIT Infrast. /

Services

OS/Server

Infrastructure

Storage /

Virtualization

Infrastructure

Cloud

Applications /

Infrastructure

IaaS /

Cloud Services

Enterprise

Software

Enterprise

Software

IT Infrast. /

Services

IT Infrast. /

ServicesNetworking Services

CRM,

Chatter,

Dimdim

Radian6

Gmail,

Google

Docs, Postini

Enterprise

Applications

(Coremetrics,

Unica)

Office,

Dynamics,

Sharepoint

ZimbraCitrix

Online

Small Business

Services

Enterprise

Applications

(Siebel

OnDemand)

Enterprise

Applications

(ByDesign)

WebEx

CNQR, CTCT, INT

U, N, SFSF, TLEO,

Sungard, Workday

Box.net, Cloudera,

CSOD, Dropbox,

Eloqua, iContact,

Zendesk

Force.com,

AppExchange,

Heroku

AWS App Engine

WebSphere

/ Cast Iron

Systems

Azure SpringSource XenSourceBEA, ATG, J

ava

NetWeaver,

SybaseBoomi ADBE, RHT

Appirio, Appistry,

Aptana, EngineYard,

Elastra, Eucalyptus

AWS App Engine

Hardware

Leadership &

Hosting

Azure

Virtualization

& Storage

Leadership

NetScaler,

XenSource

Comm

Infra. &

Hosting

SunHardware

Leadership

Hardware

Leadership

Networking

Leadership

Go

Daddy, AKAM, FFI

V, RVBD, EQIX, R

AX

Cloud.com, Infobright,

Joyent, LLNW,

Nirvanix, Zeus,

Zuora

$2.2 $47.1 $27.6 $105.7 $71.8 $19.8 $2.2 - $37.1 $20.5 $130.3 $64.0 $44.1 $25.3

$1.2 $6.9 $38.8 $13.2 $52.3 $9.4 $1.6 - $23.5 $7.2 $12.7 $18.7 $43.2 $4.7

$21.4 $86.6 $173.6 $204.8 $208.5 $65.3 $16.1 - $168.2 $72.7 $80.5 $30.7 $90.2 $39.4

Large Participants Approaching Cloud with Differing Strengths and Resources

Applications /

SaaS

Infrastructure /

IaaS

CIO Mindshare

/ Brand

Platform /

PaaS

Enterprise

Salesforce

Cash Balance

Equity Value

Strong Asset Developing Limited

Cloud Leaders Other Technology Ecosystem Leaders

CY11E Revenue

($Bn)

Representative Disruptive

Vendors

Scale Niche

Strength

Comm

LeadersServicesSystems / NetworkingApplicationsInternet Leaders Stack Participants

SaaS Leader

Access to SMB

Anso Labs4Base,

Base Tech

InSite OneGemStone,

Greenplum

Illustrative Positioning of Selected Cloud StacksLegend (Assets)

Strong

Partner

Developing Recent

M&A

Terremark

Cla

ssic P

latfor

m S

tack

Em

ergi

ng C

loud

Pla

tfor

m S

tack

App Dev / Test /

Deployment Tools

On-Ramp /

Integration

Dat

acen

ter A

utom

atio

nO

n-D

eman

d

Dat

acen

ter In

fras

truc

ture

Networking

Data Management

Storage

Compute

App Acceleration

Enterprise

Applications /

Collaboration

Development

Platform

Developer

Ecosystem

Billing,

Deployment,

Management,

Automation,

Reporting,

Security

Services

Heroku

Activa Live,

Etacts,

Dimdim,

Manymoon,

Radian6

Storwize

Cast Iron

SpringSource,

WaveMaker

Cloudkick

AVIcode

+65 companies currently involved in

OpenStack; companies displayed included

for representative purposes only

Classic Systems Management Data Center Infrastructure Public Cloud

Phurnace

Isilon

GridApp

Systems,

Neptuny

(SW Assets)

3Tera,

Arcot,

Hyperformix,

Oblicore, Ni

msoft, Toroki

na Networks

3Par

ArcSight,

Fortify,

Stratavia

Vertica

Clarity,

Coremetrics,

Sterling,

PSS Systems,

Unica

Blade Network

Technologies

Netezza

Compellent,

Ocarina

Boomi

KACE,

Scalent,

SecureWorks

Other

Paglo

Labs, VMLo

gix

EMS Cortex,

VMLogix

Archer,

Integrien,

Ionix,

NeoAccel,

NetWitness,

Shavlik,

TriCipher

RabbitMQ

ATG, Phase

Forward

Passlogix,

Secerno

Makara

CNQR, CTCT,

Dropbox, Skype,

SFSF, TLEO,

Workday, Zoho

Abiquo, Accelops, Apptio,

Cloud.com, Enomaly,

Embotics, Enstratus,

Eucalyptus, Kaavo,

Nimbula, rPath, Rightscale,

Q1 Labs, Zimory

Appirio,

Cloudswitch

Atlassian,

Cloudshare, iTKO,

Skytap, StreamStep

EngineYard, Joyent

AKAM, LLNW,

Morph Labs, Zeus

Arista, Silver Peak

Cloudera, Splunk,

Infobright, TDC

GoGrid, Joyent

Acronis, Appistry,

GoGrid, Nirvanix

Arjuna Tech, Intalio

3Tera

Kaviza,

Netviewer

BigFix,

Intelliden,

OpenPages

Opalis

Software

Virtualization xsigo

Aloqa

MotoQ,

MotoblurMSFT

Screen 3 Amobee

Droid, Xoom

Maps,

Latitude

MentorWave

(Quiksee)

Gmail, DocsReMail,

Plannr

Zynga,

Cooliris

YouTube,

LabPixies,

Slide,

SocialDeck

Checkout,

Wallet

Jambool,

Zetawire

AdWords AdMob

Android Market

Reqwireless, BlindType,

Bump Technologies

Angstro, Buzz, SayNow,

Voice

Dash Navigation

PayPal

Blackberry

App WorldCellmania

Enterp.

Server

Viigo, Torch,

Plazmic,

Epoch, TAT

Blackberry, PlayBook

Synergy

HP Snapfish, Melodeo

webOS WinMo

Pre, Veer,

TouchPad

HP

Netbooks

Treo

Handspring

iCloud,

iTunes,

Game Center

Lala

App Store

iOS

PA Semi,

Intrinsity

ARM, Intel

(Infineon)

Abaxia

Hero, Droid Dopod

Carrier, Credit Card,

M-Com

Zune

KinDell, HP,

Moto, SE,

Samsung, LG,

HTC

SiriMail on Ovi Yahoo!,

MSFT

Office

Advertising /

SearchiAd (Quattro) Enpocket, Acuity Mobile

Payments Credit Card

Email /

Collab /

Productivity

Enterp.

Server

Chalk Media,

TeamOn,

DataViz

MobileMe

CoolIris, Booyah!, Loopt,

Facebook, Foursquare, Garmin,

Gowalla, Shopkick, TomTom, Yelp

Maps /

Location-

Based

PlaceBase, Poly9

MetaCarta, Dopplr,

Navteq, T-Systems, Plum,

Bit-side, PixelActive

Brightkite, Facebook, Fring,

Instagram, Mocospace, Path,

picplz, Skype, Twitter, Yammer

MotoblurDanger, MobiComp, SkypeMessaging /

SocialSynergyBBM

Vine, Bing

MapsMultimap

FaceTime, Game Center,

Ping

HTC FootprintsSkyhook

Xbox, Zune

App Store /

InfrastructurePalm App Catalog

Loudeye,

Sega.comVcast

Media &

GamingN-Gage

ScreenTonic,

5th Finger,

Motionbridge

Bing

ObopayObopay

(India)

Ovi Android MarketWindows Marketplace /

One App

HTC Phone

Store

Windows,

Android

ARM, Intel, Qualcomm, ST-E,

MediaTek, Samsung, Broadcom

SymbianWindows 7

Maemo /

Meego (Intel)

ARM, Intel, Qualcomm

Motorola,

HTC, LG,

Samsung, SE

Nexus S

Azingo

Android,

WinMo,

Linux

Windows Phone OS 7

Android,

WinMo,

LiMo

Microsoft (IP)Chrome Android

Intel, Renesas and Others

280 North

Agnilux

Danger

Mobile

DevicesiPhone, iPad, iPod

Nokia,

Booklet

Netbook

Samsung, LG,

SE, Fujitsu,

Others

Operating

System

Middleware

& UI

Metrowerks,

Qt (Trolltech), Novarra

Dev Platform Motally

Enterprise /

Security /

Device Mgmt

Semis.

HP OpenviewCerticom, Ascendant

ActiveSync,

Outlook,

Office

Tellme,

Skype

Oz Comm Yahoo!

Intellisync

Amazon, Dell, Garmin, LG,

Samsung, Sony-Ericsson

BB OS QNX

Box.net, Citrix, Dropbox,

Evernote, Fring, Good, Nuance,

Skype, VMware

Amazon, Booyah!, Cooliris, DeNA

/ ngmoco, Flipboard, Instagram,

Mog, Pandora, PopCap, Rdio,

Rovio, Spotify, Zynga

AXP / RevMo, Boku, Bling

Nation, MC, mFoundry, payfone,

V/PlaySpan, PayPal, Zong

Amobee, Greystripe, JumpTap,

Millennial Media, Yahoo!

Appia, GetJar, Motricity, Carrier

App Stores, Other Independent

App Stores

Adobe, Flurry, PayPal, SimpleGeo

SYMC, INTC(MFE), IBM, ORCL,

SAP (SY), BMC, CA, CSCO, Good

Adobe, Oracle, SAP (Sybase)

Intel (Wind River), Linux,

Samsung Bada

MyPhone, Silverlight

System Center Mobile

Device ManagerPostini 3LM

Microsoft, Gmail

HTC Sense

The Emerging Mobile Ecosystem = Acquired= =Proprietary Partnership

Other Leading Independent Players

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