Post on 12-Apr-2018
Technologies
Benefiting
From
Public Cloud
ArchitectureThomas DelVecchioFounder, Director of ResearchEnterprise Technology Research
Capture Technology Changesin RealTime
ETR has created new quantitative platforms to communicate and capture large scale technology trends in real-time
2,042 high-level enterprise IT end users globally have participated in our spending intentions survey series in the past 8 years
ETR has collected and analyzed
3 Million+ unique spending intention
data points on over 300 private and public technology vendors
> = >● Analyst and opinion
driven research
● Not independent
“Pay-to-Play” model
● Qualitative research
● Backwards looking research
● Consumer and data driven research
● No bias - ETR does not work with or
accept payment from technology
vendors
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Public Cloud Timeline
2008Early Cloud Adopters
2015 Cloud > Alternatives
2017 and OnShift from Large Legacy Applications
Towards Microservices Due to Widespread Cloud Adoption
PresentPublic Cloud Usage Growing Exponentially -
Microsoft and Amazon AWS Leading the Way
Shifts in IT Architecture Amongst Forward Thinking CIOs
Public Cloud : Top Enterprise Priority in 2016
Managed Hosting / Cloud Computing(Amazon AWS, Microsoft Azure)
Analytics / B.I. / Big Data
ECM
Hosted Software
Internet Marketing / Social Media
Infrastructure Software
Information Security
Data Warehousing
Productivity Apps
Enterprise Apps
Video Conferencing
IP Telephony
Mobile Device Management
Server
Virtualization
Storage
Networking
Market Share Growth Y/Y
Ne
t S
co
re G
row
th Y
/Y
Adoption / Increase in Spend
Replacing / Decrease in Spend
Micro
Service
Tech
>Monolithic
Platforms
“Go small to get big”
- Matt Miller, Partner at Sequoia, on the Microservices Ecosystem
TheQuestions
1. Which Technologies Are Benefiting From Cloud Adoption?
2. Which Are Becoming ObsoleteDue to Cloud Pervasion?
Quantitative > Qualitative
ETR surveyed 866 CIOs in October 2016 about their
spending intentions in the enterprise
ETR quantitatively determined which vendors are positively and negatively correlated to public cloud spend using proprietary data mining techniques
Enterprise Size RegionIndustry Vertical
438 Enterprises Indicated in Our Most Recent SurveyThat They’re Adopting or Increasing with
Amazon AWS, Microsoft Azure and / or Google Cloud Platform
StorageOctober 2016
Spending Intentions
Vendors Aligned with CloudNimble StorageNutanixRed Hat GlusterVMware vSAN
Vendors Not Aligned with CloudBrocade
CACiscoCommVault
DellEMC
Fusion I-OHP
IBMIron Mountain
NetAppQLogic
QuantumVeeamVeritas
Western Digital
“We believe that once core systems, such as Active Directory, are routinely deployed by companies willing to take the risk, the move to cloud storage and core infrastructure will be widely adopted.” - CEO at IT/TelCo Firm
Storage Cloud Storage Will be Widely Adopted
“We have abandoned tape backups in favour of object store backups on cloud infrastructure.”
- IT Director at Consulting Firm
Storage Cloud Storage Preferred Over In-House Storage
Storage Hyper-Converged and Converged Infrastructure Benefitting From Cloud Adoption
“We have also built a hybrid cloud using
SimpliVity infrastructure but leveraging AWS
and Azure whenever it fits."
- Director of IT Infrastructure at Health Care Firm
Information Security October 2016Spending Intentions
Vendors Aligned with CloudCylanceFortinetImpervaOktaSplunkVeracode
Vendors Not Aligned with CloudBlue Coat
CAEMC
HPIBM
NovellPalo Alto Networks
Rapid7SonicWALL
Sourcefire
“By the end of this year we will be 100% Cloud
based SaaS. ... I will have no data center (not
even co-lo) and the only local services will be
firewall and authentication appliances.”
- VP Infrastructure and Shared Services at IT Firm
Information Security Firewall and Authenticationwill Still Be Needed
Analytics / B.I. / Big Data October 2016Spending Intentions
Vendors Aligned with CloudAmazonAppDynamicsElasticMicrosoftSplunkSumo LogicVaronis Systems
Vendors Not Aligned with CloudIBM
InformaticaNew Relic
QlikTableau
“[Power BI offers] direct integration with existing Microsoft BI ecosystem, including usage of Power Query, SSAS, and SSRS on premise publishing.”
- Information Delivery Architect at Manufacturing Firm
Analytics / B.I. / Big DataEnterprises are Choosing Analytics Tools
Native to their Cloud Vendor
Infrastructure SoftwareOctober 2016
Spending Intentions
Vendors Aligned with CloudDockerMicrosoftNiciraRed Hat
Vendors Not Aligned with CloudBMC
CACompuware
Double-TakeNovell
OracleRiverbed & OPNET
TIBCO
Networking October 2016Spending Intentions
Vendors Aligned with CloudAruba NetworksSilver Peak
Vendors Not Aligned with CloudBlue Coat
Brocade FoundryCitrix NetScaler
GigamonInfobloxJuniper
Cisco MerakiNetGear
NiciraRiverbed
“The next revolution is Network as more and more things become geographically Cloud disbursed.”
- IT Director of Strategy and Planning at Energy Firm
NetworkingNetworking Will Take
Priority Due to Cloud Adoption
Data Warehousing October 2016Spending Intentions
Vendors Aligned with CloudAmazon RedShiftMicrosoftMongoDB
Vendors Not Aligned with CloudEMC
HortonworksIBM
Data Warehousing
“As to open source, [Legacy Vendor] is losing a
lot to open source DB systems and tools.”
- Senior eGRC Consultant at IT/TelCo Firm
Open Source DB Vendors Taking Share from Legacy Providers, Benefiting from Cloud
Productivity Apps October 2016Spending Intentions
Vendors Aligned with CloudAtlassianDassault SystemsNuance Comm.Twilio
Vendors Not Aligned with CloudAutodesk
BoxDropbox
Enterprise Apps October 2016Spending Intentions
Vendors Not Aligned with CloudEpicorInfor
JDA SoftwareLawson Software
OracleSAP
Monoliths Are Being Disrupted By Holding Onto Branded Infrastructure
“My conversations with our applications providers is all around when and not if are you going to offer this as a Service. If no plans for when, then we are changing our buying decisions. Hurt are all these legacy providers that hold onto branded infrastructure.”
- IT Director of Strategy and Planning at Energy Firm
Enterprise Apps
ServerOctober 2016
Spending Intentions
Vendors Aligned with CloudCentOSDockerRed HatMicrosoft
Vendors Not Aligned with CloudAMDEMC
FujitsuIBM
Oracle
“We’re gradually shifting a lot of our software from VMs to containers and in some cases server-less platforms (Lambda) to further reduce the costs of infrastructure … We would never be able to do the required platform engineering ourselves – but we don’t have to. Amazon and MSFT do it all for us...”
- CEO of Entertainment Firm
Server Containers and Server-less Platforms Provide Lower Overhead Costs
Hosted Software October 2016Spending Intentions
Vendors Aligned with Cloud :AtlassianMuleSoftPaychex
ServiceNowWorkday
Vendors Not Aligned with Cloud :IBM Kenexa
Oracle Fusion & RightNowRally Software
SugarCRMVeeva Systems
Public cloud adoption is disrupting traditional architectures and stacks
Microsoft and Amazon are expanding into new business lines, hurting pure-play and legacy vendors
Public cloud adoption is benefitting the microservices ecosystem
In turn, monolithic vendors and applications are becoming less important as organizations shift to “small, loosely coupled and composable autonomous pieces” - Containers, developer tools, log analytics, open source, converged infrastructure, and API and data management will make up tomorrow's technology stack
Four Pivotal Insights
*Matt Miller, Partner at Sequoia, on the Microservices Ecosystem
Your Cheat Sheet
Analytics / B.I. / Big Data
Productivity Apps
Virtualization
Data Warehousing
Mobile Device Management
Hosted Software
Server
Cloud Computing / Managed Hosting
Data Center Colocation
Diversified Apps
Business Processes
IP Telephony
Information Security
Video Conferencing
Infrastructure Software
ECM
Enterprise Apps
Networking
Storage
Amazon, AppDynamics, Elastic, Microsoft, Splunk, Sumo Logic, Varonis Systems
Atlassian, Dassault Systems, Nuance Comm., Twilio
Nutanix
Amazon RedShift, Microsoft, MongoDB
Intel McAfee, Microsoft
Atlassian, MuleSoft, Paychex, ServiceNow, Workday
CentOS, Docker, Microsoft, Red Hat
AWS, Microsoft Azure, Google Cloud Platform, Salesforce.com, SAP Ariba, VMware vCHS
Equinix
Blackbaud
Microsoft
Cylance, Fortinet, Imperva, Okta, Splunk, Veracode
Microsoft Skype & Lync
Docker, Microsoft, Nicira, Red Hat
Microsoft
Aruba Networks, Silver Peak
Nimble Storage, Nutanix, Red Hat Gluster, VMware vSAN
Technologies Benefitting Due to Public Cloud Adoption
Your Cheat Sheet
IBM, Informatica, New Relic, Qlik, Tableau
Autodesk, Box, Dropbox
EMC, Hortonworks, IBM
Blackberry, IBM
IBM Kenexa, Oracle Fusion & RightNow, Rally Software, SugarCRM, Veeva Systems
AMD, EMC, Fujitsu, IBM, Oracle
AT&T, CenturyLink Savvis, HP, IBM SoftLayer
Atos, Digital Realty Trust
Blackboard, Nice
IBM
Avaya, Cisco, ShoreTel, Siemens
Blue Coat, CA, EMC, HP, IBM, Novell, Palo Alto Networks, Rapid7, SonicWALL, Sourcefire
Cisco, Citrix GoToMeeting, Logitech, LogMeIn, Zoom
BMC, CA, Compuware, Double-Take, Novell, Oracle, Riverbed, OPNET, TIBCO
Alfresco, EMC, HP Autonomy, Hyland Software, IBM, Open Text, Oracle
Epicor, Infor, JDA Software, Lawson Software, Oracle, SAP
Blue Coat, Brocade Foundry, Cisco Meraki, Citrix NetScaler, Gigamon, Infoblox, Juniper, NetGear, Nicira, Riverbed
Brocade, CA, Cisco, CommVault, Dell, EMC, Fusion I-O, HP, IBM, Iron Mountain, NetApp, QLogic,
Quantum, Veeam, Veritas, Western Digital
Technologies Becoming Obsolete Due to Public Cloud Adoption
Analytics / B.I. / Big Data
Productivity Apps
Virtualization
Data Warehousing
Mobile Device Management
Hosted Software
Server
Cloud Computing / Managed Hosting
Data Center Colocation
Diversified Apps
Business Processes
IP Telephony
Information Security
Video Conferencing
Infrastructure Software
ECM
Enterprise Apps
Networking
Storage