top 20 cloud computing companies 2014

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Top 20 Cloud Computing Companies 2014

Leaders in IaaS, PaaS, SaaS, Public, Private & Hybrid Cloud Solutions

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Contents

1.1 Cloud Computing a Ubiquity in the IT Ecosystem

1.2 Enterprise Adoption Driving the Cloud Services Market

1.3 Benefits Outweigh the Risks of Adoption

1.4 Wide Array of Vendor Providing Services Suited to All Needs

1.5 Cloud Leaders Emerging

2.1 The Concept Behind Cloud Computing

2.1.1 Evolution of Cloud Computing

2.1.2 What Does Cloud Computing Essentially Signify?

2.1.3 Key Features of Cloud Computing

2.1.4 Analysing the Fundamentals of Cloud Computing

2.3 Cloud Computing Architecture and Delivery Models

2.4 Types of Cloud Computing Services

2.4.1 Software as a Service (SaaS)

2.4.2 Platform as a Service (PaaS)

2.4.3 Infrastructure as a Service (IaaS)

2.4.4 Communications-as-a-service (CaaS)

2.4.5 Network as a Service (NaaS)

2.5 Cloud Deployment Models

2.5.1 Public Cloud

2.5.2 Private Cloud

2.5.3 Hybrid Cloud

2.5.4 Personal Cloud

2.6 The Cloud Computing Value Chain

3.1 Precedence of the Top 5 Cloud Computing Companies

3.2 Cloud Market Revenue

3.3 Leading Cloud Vendor Revenue 2013

3. Cloud Computing Market Size and Top 20 Companies’ Share 2014

2. Introduction to the Cloud Computing Market

1. Executive Summary

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Contents

4.1 Akamai

4.1.1 Akamai Cloud Platform

4.1.1.1 Open Platform Initiative

4.1.2 Cloud Acceleration

4.1.3 Business Continuity Services

4.1.4 Diverse, Overlapping Revenue Streams

4.1.5 SWOT Analysis of Akamai’s Strategy and Portfolio

4.2 Amazon Web Services

4.2.1 AWS Platform and Strategy: How Has Dominance Been Established and Can it Hold?

4.2.2 AWS Cloud Portfolio

4.2.3 Strategic Partnerships

4.2.3.1 AWS Partner Network

4.2.3.2 APN Competencies and Accreditation

4.2.4 SWOT Analysis of Amazon’s Cloud Portfolio and Strategy

4.3 Apple

4.3.1 iCloud Appeal to a Younger Generation

4.3.2 Music Leading the Charge in the Consumer Cloud Market

4.3.3 Market Share Relevance of Cloud Storage

4.3.4 Tim Cook and the Foundation of a New Cloud Strategy for Apple

4.3.4.1 ICloud Key Features and Significance

4.3.5 SWOT Analysis of Apple’s Cloud Portfolio and Strategy

4.4 AT&T

4.4.1 AT&T’s Cloud Architect Service Offering

4.4.2 Synaptic Suite

4.4.3 Significant Contracts and Partnerships

4.4.3.1 Network Deal with IBM

4.4.3.2 Alliance with CSC

4.4.3.3 Contract with Department of Interior Establishes AT&T as a Major Cloud Player

4.4.4 SWOT Analysis of AT&T’s Strategy and Portfolio

4.5 BMC Software

4.5.1 Cloud Management Lifecycle Solution

4.5.2 BMC Cloud Strategy

4.5.3 Strategic Alliance between BMC and Cisco

4.5.4 SWOT Analysis of BMC’s Strategy and Portfolio

4. Leading Companies in the Cloud Computing Market 2014

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Contents 4.6 Citrix

4.6.1 Citrix CloudPlatform

4.6.2 CloudPortal Business Manager

4.6.3 Inroads in the Asia-Pacific Region

4.6.4 SWOT Analysis of Citrix’s Cloud Strategy and Portfolio

4.7 NTT DoCoMo: Dimension Data

4.7.1 Dimension Data’s Managed Cloud Platform

4.7.2 Dimension Data CloudControl

4.7.2.1 Alliance Partnership with Microsoft

4.7.2.2 Business Continuity

4.7.3 Focus on Global Availability

4.7.4 SWOT Analysis of Dimension Data’s Strategy and Portfolio

4.8 Dropbox

4.8.1 How Does Dropbox Stimulate Growth without Spending Money?

4.8.1.1 Referral Campaigns

4.8.1.2 Bare-Bones Homepage

4.8.1.3 Familiar Interface and Multi-Platform Support

4.8.2 How is Dropbox Maintaining its Market Foothold despite Heightened Competition?

4.8.2.1 Pursuing Business Customers

4.8.2.2 Dropbox for Business

4.8.2.3 Strategic Partnerships

4.8.2.4 Brand Recognition

4.8.2.5 Malleability and Compatibility

4.8.3 SWOT Analysis of Dropbox’s Cloud Portfolio and Strategy

4.9 Google

4.9.1 Google’s Compute Engine and the Big Cloud Push

4.9.2 The Scale Advantage

4.9.3 Enterprise Readiness and Simple Design Philosophy

4.9.4 Google Drive and Greater Push for Device and Application Ecosystem

4.9.5 SWOT Analysis of Google’s Cloud Portfolio and Strategy

4.10 Hewlett-Packard

4.10.1 Cloud OS

4.10.1.1 HP Cloud OS and Converged Cloud Banner Products

4.10.2 Moonshot Servers and Cost Reduction

4.10.3 Forward-Looking Strategy

4.10.4 SWOT Analysis of HP’s Cloud Portfolio and Strategy

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Contents 4.11 IBM

4.11.1. SoftLayer Acquisition and Bigger Moves in the IaaS Space

4.11.1.1 What is SoftLayer’s Relevance to IBM?

4.11.2 IBM Cloud Portfolio

4.11.3 SWOT Analysis of IBM’s Cloud Portfolio

4.12 Microsoft

4.12.1 Microsoft Windows Azure

4.12.2 Cloud Services

4.12.3 Virtual Machines

4.12.4 Microsoft Cloud Strategy

4.12.4.1 Lowering Prices to Entice New Entrants

4.12.4.2 Tight Integration with Software Suite and Support for Third Party Platforms

4.12.4.3 Greater Customer Control Over Cloud App Upgrades

4.12.4.4 Hybrid Cloud Support

4.12.5 Announcement of the Microsoft Cloud OS Network

4.12.6 SWOT Analysis of Microsoft’s Cloud Portfolio and Strategy

4.13 NetSuite

4.13.1 SuiteCloud

4.13.2 SuiteCloud Developer Tools

4.13.2.1 SuiteBuilder

4.13.2.2 SuiteFlow

4.13.3 SuiteCloud Infrastructure

4.13.4 Building a Reputation for Quality and Cost-Effectiveness

4.13.5 SWOT Analysis of NetSuite’s Cloud Portfolio and Strategy

4.14 Oracle Corporation

4.14.1 Oracle Cloud Portfolio

4.14.2 Oracle Placing Emphasis on India

4.14.3 Oracle Cloud Marketplace

4.14.4 Oracle’s Recent Acquisitions Indicate a Major Cloud Push

4.14.5 Enterprise Partnership with Microsoft and Implications for the Broader Cloud Ecosystem

4.14.6 SWOT Analysis of Oracle’s Cloud Portfolio and Strategy

4.15 Rackspace

4.15.1 Finding Dividends in the Public Cloud

4.15.1.1 Enabling of Auto Scaling

4.15.2 Rackspace Cloud Portfolio

4.16 Salesforce.com

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Contents 4.16.1 Salesforce Cloud Portfolio

4.16.1.1 Revenue Milestones and Profitability

4.16.1.2 Salesforce a Leader in On-Demand CRM

4.16.1.3 Recent Addition of the Chatter Service for Enterprise

4.16.2 International Reach

4.16.3 SWOT Analysis of Salesforce.com’s Strategy and Portfolio

4.17 SAP AG

4.17.1 SAP Cloud Services Overview

4.17.2 SWOT Analysis of SAP’s Cloud Portfolio and Strategy

4.18 Savvis

4.18.1 Savvis Cloud Offerings

4.18.1.1 CenturyLink Cloud: Strength in Space and Numbers

4.18.2 Relationship with VMware

4.18.3 Focus on Recovery Services

4.18.3 SWOT Analysis of Savvis’ Cloud Portfolio and Strategy

4.19 Verizon Terremark

4.19.1 Products, Services, and Strategies for Competing Late in the Game

4.19.1.1 Benefits and Detriments of Multi-Tier Networking

4.19.1.2 Enterprise Cloud Private Edition

4.19.2 High-Profile Contract with Healthcare.gov

4.19.3 SWOT Analysis of Verizon Terremark’s Strategy and Portfolio

4.20 VMware

4.20.1 Phasing in the Cloud Services

4.20.2 Hybrid Cloud Launch: Will it Prove to be a Game Changer?

4.20.3 VMware: A Leader in the Cloud-Based Virtual Desktop Infrastructure Market

4.20.3.1 VMware Workstation 8

4.20.3.2 VMware View

4.20.3.3 View 5 Features

4.20.3.4 View Desktop Types

4.20.4 SWOT Analysis of VMware’s Cloud Portfolio and Strategy

5.1 Inevitable IT Shift to the Cloud

5.2 Market Response to the Evolution of the Cloud Computing

5.2.1 Changing IT Professional Skills

5. Conclusions

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Contents 5.3 Vendor Outlooks

5.4 Final Thoughts

Chart 3.1: Top 20 Cloud Computing Companies Market Share 2013 (% revenue)

Chart 3.2: Top 20 Cloud Computing Companies, Cloud Revenue Share 2013 (% revenue)

Chart 3.3: Top 20 Cloud Computing Companies Market Share 4Q13 (% revenue)

Chart 3.4: Cloud Market Revenue by Segment ($ billion)

Chart 3.5: Cloud Market Revenue Share by Segment (%)

Chart 4.1: Akamai Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.2: Amazon.com Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.3: AWS Gross Profit Margin FY 2006-2014 (%)

Chart 4.4: Apple Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.5: AT&T Global Cloud Computing Market and Company Revenue Share 2014

Chart 4.6: BMC Software Global Cloud Computing Market and Company Revenue Share 2014

Chart 4.7: Citrix Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.8: Dimension Data Software Global Cloud Computing Market and Company Revenue Share 2014

Chart 4.9: Dropbox Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.10: Incumbent Cloud Storage Providers – Comparative User Base 2013 (millions)

Chart 4.11: Google Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.12: Google QoQ Property and Infrastructure Spending 1Q12-3Q13 ($ million; %)

Chart 4.13: Google QoQ Revenue 1Q12-3Q13 ($ billion; %)

Chart 4.14: HP Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.15: IBM Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.16: Microsoft Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.17: Apple Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.18: Citrix Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.19: Rackspace Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.20: Rackspace Dedicated and Public Cloud Revenues 3Q12-3Q13 ($ million)

Chart 4.21: Rackspace Dedicated and Public Cloud Revenue Share 3Q12; 3Q13 (%)

Chart 4.22: Rackspace Dedicated and Public Cloud Revenue QGR 3Q12-3Q13 (%)

Chart 4.23: Salesfore.com Global Cloud Computing Market and Company Revenue Share 2013

List of Charts in this Report

Glossary

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Contents Chart 4.24: Leading CRM Vendors Global Market Share 2013 (%)

Chart 4.25: SAP Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.26: Savvis Global Cloud Computing Market and Company Revenue Share 2013

Chart 4.27: Verizon Terremark Global Cloud Computing Market and Company Revenue Share 2014

Chart 4.28: VMware Global Cloud Computing Market and Company Revenue Share 2013

Chart 5.1: Cloud Delivery Model Market Share (2013)

Figure 2.1: Evolution of Cloud Computing Structures

Figure 2.2 Key Elements of Cloud Computing

Figure 2.3: Cloud Computing Model

Figure 2.4: Cloud Computing Stacks

Figure 2.5: Cloud Management by Delivery Model Detailed

Figure 2.6: Basic Cloud Computing Value Chain

Figure 2.7: Key Cloud Computing Value Chain Players

Figure 4.1: APN Business Tiers

Figure 4.2: APN Business Type Categorisation

Figure 4.3: APN Competencies and Accreditations

Figure 4.4: Former Apple Device Hierarchy (PC-centric)

Figure 4.5: ICloud Apple Device Hierarchy (Centric)

Figure 4.6: HP Converged Cloud Outlay

Figure 4.7: IBM Cloud Acquisitions

Figure 4.8: VMware View Layer Interaction

Table 2.1 Essential Characteristics of a Cloud Service as defined by the NIST

Table 2.2 Key Characteristics of Cloud Computing

Table 2.3: SaaS Characteristics

Table 2.4: PaaS Characteristics

Table 2.5: IaaS Characteristics

Table 2.6 List of Market Players delivering SaaS/PaaS/IaaS

Table 2.7 Use cases of SaaS, PaaS, IaaS

Table 2.8 Cloud Deployment Models

Table 3.1: Top 20 Cloud Vendors Revenue and Market Share 2013 ($ billion, %)

List of Tables in this Report

List of Figures in this Report

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Contents Table 4.1: Akamai Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing Market

$bn, % Revenue from Cloud Computing Market, Global Cloud Computing Market Share %, Subsidiaries/Divisions in

the Cloud Computing Market, HQ, Ticker, Website)

Table 4.2: Components of the Akamai Open Platform Initiative

Table 4.3: Akamai Cloud Acceleration Products

Table 4.4: SWOT Analysis of Akamai’s Cloud Portfolio

Table 4.5: Amazon.com Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing

Market $bn, % Revenue from Cloud Computing Market, Global Cloud Computing Market Share %,

Subsidiaries/Divisions in the Cloud Computing Market, HQ, Ticker, Website)

Table 4.6: Amazon Web Services Cloud Evolution

Table 4.7: Amazon Web Services Cloud Offering

Table 4.8: SWOT Analysis of Amazon’s Cloud Portfolio and Strategy

Table 4.9: Apple Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing Market



Table 4.10: SWOT Analysis of Apple’s Cloud Portfolio

Table 4.11: AT&T Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing Market



Table 4.12: AT&T Cloud Architect Suite Description

Table 4.13: AT&T Synaptic Cloud Suite Description

Table 4.14: SWOT Analysis of AT&T’s Cloud Portfolio

Table 4.15: BMC Software Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.16: BMC Software Cloud Lifecycle Management Feature Description

Table 4.17: BMC Software Cloud Lifecycle Management Feature Description

Table 4.18: SWOT Analysis of BMC’s Cloud Portfolio

Table 4.19: Citrix Systems Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.20: Citrix CloudPlatform Key Features

Table 4.21: SWOT Analysis of Citrix’s Cloud Portfolio

Table 4.22: Dimension Data Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud

Computing Market $bn, % Revenue from Cloud Computing Market, Global Cloud Computing Market Share %,


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Contents Table 4.23: SWOT Analysis of Dimension Data’s Cloud Portfolio

Table 4.24: Dropbox Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.25: Citrix CloudPlatform Key Features

Table 4.26: SWOT Analysis of Dropbox’s Cloud Portfolio

Table 4.27: Google Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing Market



Table 4.28: SWOT Analysis of Google’s Cloud Portfolio

Table 4.29 Hewlett-Packard Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Military Cloud

Computing Market $bn, % Revenue from Military EO/IR Market, Global Military Cloud Computing Market Share %,

Capital Expenditure as a % of Total Revenue, Subsidiaries/Divisions in the EO/IR Market, HQ, Ticker, Contact,

Website)

Table 4.30: HP Selected Cloud Offerings

Table 4.31: SWOT Analysis of HP’s Cloud Portfolio

Table 4.32: IBM Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Military Cloud Computing



Table 4.33: IBM Cloud Offerings

Table 4.34: SWOT Analysis of IBM’s Cloud Portfolio

Table 4.35: Microsoft Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.36: Microsoft Cloud OS Network Partners

Table 4.37: SWOT Analysis of Microsoft’s Cloud Portfolio

Table 4.38: NetSuite Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.39: SuiteCloud Key Features

Table 4.40: Customisable Features in SuiteBuilder

Table 4.41: SuiteCloud Infrastructure Features

Table 4.42: SWOT Analysis of NetSuite’s Cloud Portfolio

Table 4.44: Oracle Cloud Solutions Described

Table 4.45: Oracle Client Gains in India

Table 4.46: Oracle Acqusitions 2011-2014

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Contents Table 4.47: SWOT Analysis of Oracle’s Cloud Portfolio

Table 4.48: Rackspace Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.49: Rackspace Auto Scaling Policies Described

Table 4.50: RackSpace Cloud Offerings

Table 4.51: OpenStack Components

Table 4.52: Salesforce.com Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.53: Salesforce Product List

Table 4.54: SWOT Analysis of Salesforce.com’s Cloud Portfolio

Table 4.55: SAP AG Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.56: SWOT Analysis of SAP’s Cloud Portfolio

Table 4.57: CenturyLink Savvis Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud



Table 4.58: Savvis CloudPlatform Key Features

Table 4.59: SWOT Analysis of Savvis’ Cloud Portfolio

Table 4.60: Verizon Terremark Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud



Table 4.61: SWOT Analysis of Verizon Terremark’s Cloud Portfolio

Table 4.61: VMware Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Cloud Computing



Table 4.62: Focal Points of VMware’s Workstation 8

Table 4.63: VMware View Desktop Types Comparison

Table 4.64: VMware View Desktop Types Description

Table 4.65: SWOT Analysis of VMware’s Cloud Portfolio

Table 5.1: Leading Cloud Vendors Revenue and Market Share 2013 ($ billion, %)

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Contents

Accenture

Aditya Birla Management

Adobe Systems

Airbnb

Airtel Learning

Akamai

Amazon

Amazon Web Services

Anso Lab

Apache

Apollo Hospitals

Apple

Aruba.it

AT&T

BigMachines

BigTree Entertainment

BMC Software

Buddy Media

Cap Gemini

Capita IT Services

CCS

Centrify

CenturyLink

CGI

Cisco Systems

Citrix

ClearTrial

Cognizant

Collective Intellect

Compendium

Corente

CSC

DataRaker

Dell

Companies Mentioned in this Report

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Contents Digilink

Dimension Data

Doruknet

Dropbox

DynamicOps

EMC Corporation

ExactTarget

Facebook

Flipboard

Foursquare

Fujitsu

Google

Haier

HCL Technologies

Hero MotoCorp

Hewlett-Packard

Hexaware

HP

IBM

Instantis

Intel

Iweb

Jabong.com

Juniper

Kalpataru

Knox

L&T Infotech

Lenovo

MarketOne

Maruti Motors

Microsoft

Microsoft

Myntra.com

Nature’s Feast

Neologin

NetApp India

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Contents Netsuite

Nicira Inc.

Nimbula

Nttx

Okta

Oracle

Outsourcery

OVH.com

Pillar

Pingidentity

Pinterest

Rackspace

Radian

Reddit

Revera

RightNow Technologies

Salesforce.com

Samsung

SAP AG

Savvis

SelectMinds

SingTel

SlideRocket

SoftLayer

Sogeti

Sonata Software

SpringSource

Sudhir Gensets

SugarCRM

TeleComputing

Terremark/Verizon

Thomas Cook

Tieto

TripleCloud

T-Systems

Twitter

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Contents Verizon Terremark

Virtuos

VMware

Wipro

Workday

Wortmann AG

Xsigo Systems

Department of Homeland Security (DHS)

Internal Revenue Service (IRS)

International Telecommunications Union (ITU)

National Aeronautics and Space Administration (NASA)

National Institute of Standards and Technology (NIST)

State and Justice Departments

US Department of Health and Human Services (HHS)

US Department of Interior (DoI)

US Olympic Committee

World Bank

Organisations Mentioned in this Report

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Top 20 Cloud Computing Companies 2014: Leaders in IaaS, PaaS, SaaS, Public, Private, & Hybrid Cloud Solutions 5% of the cloud computing market by the end of 2013, although it comprises a smaller portion of

their operations by comparison.

See Table 4.29 for a company overview profile and Chart 4.14 for market share figures.

Table 4.29 Hewlett-Packard Company Overview 2013 (Ranking, Total Revenue $bn, Revenue from Military Cloud Computing Market $bn, % Revenue from Military EO/IR Market, Global Military Cloud Computing Market Share %, Capital Expenditure as a % of Total Revenue, Subsidiaries/Divisions in the EO/IR Market, HQ, Ticker, Contact, Website) Ranking 1st Total Revenue $m $112.3 bn Revenue from Cloud Computing Market 2013 ($ bn) $3.80 bn % Revenue from Cloud Computing Market 2013 3.38% Global Cloud Computing Market Share % 4.98% Subsidiaries/Divisions in the Cloud Market HP Cloud Headquarters Palo Alto, California Ticker NYSE: HPQ Website www.hpcloud.com Source: visiongain, 2014

Chart 4.14: HP Global Cloud Computing Market and Company Revenue Share 2013 Share of Global Cloud Computing Revenue Cloud Share of Company Revenue

Source: visiongain, 2014

4.10.1 Cloud OS With Cloud OS, its most recent cloud product branding, HP is aiming to create a consistent

infrastructure environment using OpenStack. Cloud OS acts as the company’s internal OpenStack

distribution, which allows it to progressively add functionalities to an IaaS delivery, which can later

be used for HP’s private or managed cloud.

4.98%

95.02%

3.38%

96.62%

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Top 20 Cloud Computing Companies 2014: Leaders in IaaS, PaaS, SaaS, Public, Private, & Hybrid Cloud Solutions such as AWS have been able to grow their businesses from the ground up and become market

leaders relatively quickly.

In this type of market environment, it is understandable for players such as Oracle and Microsoft to

put collaboration before market share, as these companies will stand a greater chance of fending

off new entrants and challengers this way. This also forces environments such as Oracles

previously “walled garden” to enter into the age of interoperability and open APIs.

4.14.6 SWOT Analysis of Oracle’s Cloud Portfolio and Strategy

Table 4.47: SWOT Analysis of Oracle’s Cloud Portfolio Strengths Weaknesses

• Giant brand name with international recognition

• Broad product suite • Appeal to both enterprise segment and service

providers • Offers IaaS and SaaS solutions • Effective partner network • Enterprise partnership with Microsoft creates

license interoperability • Some sales and pricing flexibility

• High TCO and subscription pricing will drive away SMBs and larger, more fiscally conservative enterprise

• Do not have a multi-tenant cloud architecture • Greater difficulty of imparting system and

software upgrades • CRM UI is unengaging • Small partner network, third party plug-in

solutions, and lacklustre marketplace

Opportunities Threats • Oracle has the operating capital to grow its

cloud portfolio and expertise through acquisitions

• Indian cloud market growing rapidly • International operations provides proximity to

clients and makes strategy and products easier to implement across regions

• Few vendors can challenge Oracle’s dominance in enterprise-wide applications

• SAP is moving aggressively in the same space and is the largest, most direct threat to Oracle

• Cloud computing, broadly, has dissipated Oracle’s monopoly standing in enterprise software, systems, and services

• Slow adoption of Oracle’s cloud-based ERP solution


4.15 Rackspace While it does not have a significant public facing division, Rackspace remains a trusted cloud

vendor. Rather than providing shared data centre resources, the company opts for private ones,

splitting its product suite between dedicated services and public cloud.

Rackspace is a global web host known for high end managed hosting and dedicated services. It is

the among the biggest players in the cloud computing landscape. The company delivers

enterprise-level managed services for all types for businesses.

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Top 20 Cloud Computing Companies 2014: Leaders in IaaS, PaaS, SaaS, Public, Private, & Hybrid Cloud Solutions to benchmark tests. Rackspace is responding to greater customer consumption of memory, which

the company attributes to more mature applications being run in the cloud. They have responded

with a maturation of public cloud architecture, which visiongain believes will continue to be a boon

for them as the cloud market evolves.

See Chart 4.20 and 4.21 for a distribution of Rackspace quarterly revenue 3Q12-3Q13.

Chart 4.20: Rackspace Dedicated and Public Cloud Revenues 3Q12-3Q13 ($ million)


Chart 4.21: Rackspace Dedicated and Public Cloud Revenue Share 3Q12; 3Q13 (%) 3Q12 3Q13


256.5 265.6 271.3 276.8 280.2

79.4 87.3 90.9 99.0 108.4

0

50

100

150

200

250

300

350

400

450

3Q12 4Q12 1Q13 2Q13 3Q13

Qua

rter

ly re

venu

e ($

mill

ion)

Dedicated cloud revenue Public cloud revenue

76.4%

23.6%

Dedicated cloud revenue

Public cloud revenue

72.1%

27.9%

Dedicated cloud revenue

Public cloud revenue

top 20 cloud computing companies 2014

Documents

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private cloud

personal cloud

cloud acceleration

microsoft cloud strategy

cloud computing companies

bmc cloud strategy

new cloud strategy