copyright 2009 idc. reproduction is forbidden unless authorized. all rights reserved. cloud...
TRANSCRIPT
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Cloud Computing 2010An IDC UpdateCloud Computing 2010An IDC Update
Frank Gens, Senior Vice President & Chief AnalystRobert Mahowald, Research Director, SaaS & Cloud ServicesRichard L. Villars, Vice President, Storage Systems & Executive StrategiesDavid Bradshaw, Research Manager, Applications and Solutions, EMEAChris Morris, Research Director, Services Research, Asia/Pacific
IDC Executive Telebriefing29 September 2009
© 2009 IDC 2
AgendaAgenda
Cloud Services Global Overview - new CIS
Cloud Services Definition & Landscape - updated
Cloud User Survey - new findings
Worldwide IT Cloud Services Forecast - updated
Q&A
© 2009 IDC 3
Description:Cloud Services: Global Overview is IDC’s unique program that gives the "rolled-up" view of the entire opportunity for IT Cloud Service provision. This program will provide the complete Cloud services opportunity segmentation by 3 regions and by technology segment (7-10 Black Book segment level). For further drill down please see specific market programs. It will provide survey data on: How quickly Cloud Services will be adopted and by which customer segments How Cloud will impact vendor business models and service offerings Will examine the customer benefits and challenges surrounding Cloud Services
Coverage: An IT Cloud Services Forecast, consisting of 7-10 Black Book-level categories (Servers,
Storage, Apps, etc), with a 3-region split (EMEA, Americas, Asia Pacific), and an enterprise size split (large, medium, small)
IDC’s Cloud definition and taxonomy Cloud user survey findings and spending intentions Vendor Cloud strategy briefs driven by events, announcements Industry structure/model scenarios, predictions - focused on mega-shifts IDC sees in
industry structure, strategies and other topics
Lead Analysts: Frank Gens, Robert Mahowald, Rick Villars
Regional Associates: Chris Morris (AP), Satoshi Matsumoto (Japan), Vladimir Kroa (CEE), David Bradshaw & Chris Ingle (W. Europe), Lidice Fernandez (Latin America)
Cloud Services Global OverviewCloud Services Global OverviewNew
© 2009 IDC 4
Cloud Services Definition - updated Cloud Services Definition - updated
Consumer and Business products, services and solutions delivered and consumed in real-time over the Internet
Cloud Services “casual
description”
Shared, standard service – built for a market (public), not a single customer Solution-packaged – a “turnkey” offering, integrates required resources Self-service – admin, provisioning; may require some “on-boarding” support Elastic scaling – dynamic and fine-grained Use-based pricing – supported by service metering Accessible via the Internet/IP – ubiquitous (authorized) network access Standard UI technologies – browsers, RIA clients and underlying technologies Published service interface/API – e.g., web services APIs
Key Attributes
© 2009 IDC 5
Cloud Services Definition - updatedCloud Services Definition - updated
Consumer and Business products, services and solutions delivered and consumed in real-time over the Internet
Cloud Services
Public - open to a largely unrestricted universe of potential users; designed for a market, not a single enterprise
Private - designed for, and access restricted to, a single enterprise (or extended enterprise); an internal shared resource, not a commercial offering; IT Org is the “vendor” of the shared/std service to its users
DeploymentModels
[Note: large gray zones
between these two broad categories]
Shared, standard service – built for a market (public), not a single customer Solution-packaged – a “turnkey” offering, integrates required resources Self-service – admin, provisioning; may require some “on-boarding” support Elastic scaling – dynamic and fine-grained Use-based pricing – supported by service metering Accessible via the Internet/IP – ubiquitous (authorized) network access Standard UI technologies – browsers, RIA clients and underlying technologies Published service interface/API – e.g., web services APIs
Key Attributes
© 2009 IDC 6
IT Cloud Services TaxonomyIT Cloud Services Taxonomy
Cloud Applications
(Apps-as-a-service)
Cloud(Application)
Platforms(Platform-as-a-Service)
Cloud Infrastructure(Infrastructure-as-a-Service)
App Deploy
IT Cloud Services
App Dev/Test
© 2009 IDC 7
All Types of IT Software & HardwareAre or Will Be Offered as Cloud Services…All Types of IT Software & HardwareAre or Will Be Offered as Cloud Services…
Application Development SoftwareApplication Server MiddlewareData Access, Analysis, and DeliveryInformation & Data ManagementIntegration & Process Automation MiddlewareOther Application Dev and DeploymentQuality & Life-Cycle ToolsEnterprise Portals
ServersStorageNetworksClients
System and Network Management SoftwareSecurity SoftwareStorage SoftwareSystem Software
Collaborative ApplicationsContent ApplicationsEnterprise Resource Management ApplicationsSupply Chain Management ApplicationsOperations and Manufacturing ApplicationsEngineering ApplicationsCustomer Relationship Management Applications
Cloud Applications
(Apps-as-a-service)
Cloud(Application)
Platforms(Platform-as-a-Service)
Cloud Infrastructure(Infrastructure-as-a-Service)
App Deploy
IT Cloud Services
App Dev/TestApp Dev &
Deployment
SystemsInfrastructure
Software
SystemsStorage
(So
ftw
are-
as-a
-Ser
vice
)
Applications
CorrespondingPrimary Market IDC IT Product
Taxonomy
…many IT and Network Services
will also be transformed and
extended to support the cloud service delivery model…
© 2009 IDC 8
Cloud Services Beyond the IT IndustryCloud Services Beyond the IT Industry
Cloud Applications
(Apps-as-a-service)
Cloud(Application)
Platforms
Cloud Infrastructure(Infrastructure-as-a-Service)
App Dev/Test App Deploy
The IT Industry’sCloud Services
Cloud Business
(Process-as-a-service)
Every Other Industries’Cloud Services
© 2009 IDC 9
IT’s Cloud Opportunities LandscapeIT’s Cloud Opportunities Landscape
Provide IT Products/Services to enable (public & private) Cloud SPs
“arms dealer”
Provide Services aroundIT Cloud Services
Provide IT as Cloud Services
Servers
Sto
rage
Netw
ork
Eq
uip
men
t
IT/N
etwo
rkM
anag
emen
tS
oftw
are
Netw
ork
Services
Ap
p
Develo
pm
ent/
Dep
loym
ent
So
ftware
IT S
ervices – C
on
sultin
g,
Integ
ration
, etc.
IT & Network
SvcsTelcosPureplay
Cloud
HW & SWVendors
© 2009 IDC 10
Cloud User Surveys - BenefitsCloud User Surveys - Benefits
Q: Rate the benefits commonly ascribed to the 'cloud'/on-demand model
Source: IDC Enterprise Panel, 3Q09, n = 263, September 2009
(Scale: 1 = Not at all important 5 = Very Important)
54.0%
63.9%
64.6%
67.0%
68.5%
75.3%
77.7%
77.9%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
Seems like the way of the future
Sharing systems with partners simpler
Always offers latest functionality
Requires less in-house IT staff, costs
Encourages standard systems
Monthly payments
Easy/fast to deploy to end-users
Pay only for what you use
© 2009 IDC 11
Cloud User Surveys - Challenges Cloud User Surveys - Challenges
Q: Rate the challenges/issues of the 'cloud'/on-demand model
Source: IDC Enterprise Panel, 3Q09, n = 263, September 2009
(Scale: 1 = Not at all concerned 5 = Very concerned)
76.0%
76.8%
79.8%
80.2%
81.0%
82.9%
83.3%
87.5%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
Not enough ability to customize
Hard to integrate with in-house IT
Bringing back in-house may be difficult
Lack of interoperability standards
On-demand paym’t model may cost more
Performance
Availability
Security
© 2009 IDC 12
Cloud User Surveys – Adoption AreasCloud User Surveys – Adoption Areas
(Scale: 1 = Very Unlikely 5 = Very Likely)
Q: Rate your likelihood to pursue the cloud model for the following
Source: IDC Enterprise Panel, 3Q09, n = 263, September 2009
48.6%
49.1%
49.8%
50.6%
51.3%
52.9%
54.8%
55.1%
55.6%
59.4%
66.9%
67.3%
0% 10% 20% 30% 40% 50% 60% 70% 80%
IT/Information Security
Application dev/test/deploy platform
Business Intelligence/Analytics
Server capacity on demand
IT Management software
Storage capacity on demand
Data/Content Distribution services
Personal productivity apps
Business apps (CRM, HR, ERP)
Data Back-up or Archive services
Web applications/Web serving
Collaboration applications
© 2009 IDC 13
Cloud User Surveys – Vendor RequirementsCloud User Surveys – Vendor Requirements
(Scale: 1 = Not at all important 5 = Very Important)
Q: How important is it that cloud service providers…
Source: IDC Enterprise Panel, 3Q09, n = 263, September 2009
72.9%
78.3%
79.2%
81.0%
82.1%
84.5%
86.0%
87.8%
88.6%
91.6%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Have local presence, can come to my offices
Are a technology and business model innovator
Offer both on-premise and public cloud services
Support many of my IT needs
Allow managing on-premise & cloud together
Understand my business and industry
Provide a complete solution
Option to move 'cloud' offerings back on premise
Offer Service Level Agreements (SLAs)
Offer competitive pricing
© 2009 IDC 14
IT Cloud Services Forecast Update (preliminary)IT Cloud Services Forecast Update (preliminary)
Applications49%
App Dev/Deploy
10%
Storage9%
Servers12%
Infra-structure Software
20%
Applications38%
App Dev/Deploy
13%
Storage14%
Servers15%
Infra-structure Software
20%
Worldwide IT Cloud Services Revenue* by Product/Service Type
* Includes revenue from delivery of Applications, Application Development & Deployment Software, Systems Infrastructure Software,Server capacity and Disk Storage capacity via the Cloud Services model; AD&D excludes online B2B messaging providers/exchanges
2009
$17.4 billion2013
$44.2 billionSource: IDC, September 2009
© 2009 IDC 15
Cloud Services as a % of ITCloud Services as a % of IT
Worldwide IT Spending by Consumption Model
IT Cloud Services
On-Premise IT
5%
10%
CAGR
26%
4%
44
17
0
100
200
300
400
500
600
2009 2013
Wor
ldw
ide
IT S
pen
ding
($
billi
on)
359
416
Source: IDC, September 2009
© 2009 IDC 16
Cloud Services Growth ImpactCloud Services Growth Impact
460.4
433.1
430
435
440
445
450
455
460
465
470
475
480
485
2012 2013
Wor
ldw
ide
IT S
pen
ding
($
billi
on)
Net new IT growth = $27.3 billion
IT Cloud
IT Cloud Services growth
Traditional IT product growth
27%
73%
Source: IDC, September 2009
Sources of Incremental IT Spending Growth in 2013Cloud vs. Traditional Products
© 2009 IDC 17
Cloud’s Position in Asia/PacificCloud’s Position in Asia/Pacific
8%
18%
22%
25%
17%
10%
What is your opinion of the current state of cloud comput-
ing?
It is mostly vendor hype
Just renaming of an old concept
Too immature at this point to judge
Interesting concept but would be resisted by my company
Very promising but not enough services available
A very exciting oppor-tunity
• Familiarity is high• But opinion is low!
Source: IDC Asia/Pacific End-user Cloud Computing Survey, 2009, n=667
© 2009 IDC 18
Cloud’s Position in EuropeCloud’s Position in Europe
Survey: % of respondents in country/region using 7 or more IT cloud services*
Source: IDC European Enterprise Services Survey 2009, n = 533
* Survey list of cloud services included: email/calendar, financials, app dev, collaboration, CRM, HRM, security, office productivity, storage/backup, app platform
0%
2%
4%
6%
8%
10%
12%
14%
UK Nordics Germany Spain France Benelux Italy
© 2009 IDC 19
Upcoming IDC Cloud Research PlansUpcoming IDC Cloud Research Plans
Cloud LandscapeCloud Services: Global Overview - NEW
Asia/Pacific Cloud Services and Technologies - NEWCentral and Eastern European Cloud, Hosting and Outsourcing Services
United States SaaS and Cloud Services Spending by Vertical 2009 (special report) - NEW
Cloud Software/AppsSaaS and Cloud Services
European SaaS and Cloud ServicesLe Marché du Software as a Service (report - France)
Japan SaaS and Cloud ServicesBusiness Analytics Solutions
European Business Analytics Markets & StrategiesSoftware Pricing & Licensing
Cloud (application) PlatformApplication Development & Deployment and Cloud Services
Application Life-Cycle Management
© 2009 IDC 20
Upcoming IDC Cloud Research PlansUpcoming IDC Cloud Research Plans
Cloud InfrastructureEnterprise System Management
Security ServicesSecurity Products
Storage Solutions: Storage and the Cloud (report series) - NEWServers in the Cloud (special report) - NEW
Services around Cloud ServicesSOA and Cloud Services: The Professional Services Opportunity
WW Consulting & System Integration Services IT Education & Certification
ICT Offerings for Cloud SPsDatacenter Networks
NGN OperationsStorage Solutions: Storage and the Cloud - NEW
Servers in the Cloud (special report) - NEW
© 2009 IDC 21
Essential GuidanceEssential Guidance
Economic benefits of cloud have risen as adoption drivers, tying last year’s leading driver: speed of deployment
Top concerns remain: security, availability, and performance
Cloud adoption momentum is strong around collaboration, “cloudifying” Web commerce, and data backup/archive
Core business apps, IT infrastructure services, analytics, and app dev/test/deploy are next in line
Top vendor requirements are: pricing; SLAs; dynamism across public cloud, private cloud, and traditional environments; and understanding customers’ business/industry
The recession knocked down cloud adoption forecasts, but less than traditional IT – cloud’s growth advantage widened in 2009
