A technology analyst and data company that helps executives make better decisions

The 451 Group is a leading technology-industry analyst and data company focused on the business of enterprise IT innovation.

Through its five owned and operated divisions, The 451 Group provides critical and timely insight into the market and competitive dynamics of innovation in emerging technology segments.

Clients of the company — at vendor, investor, service-provider and end-user organizations — rely on The 451 Group’s insight and data to support both strategic and tactical decision-making.

Founded in 2000, the 451 Group is headquartered in New York, with offices in key locations, including San Francisco, Washington, DC, London, Boston, Seattle and Denver.

451 Research is focused on the business of enterprise IT innovation. The company’s analysts provide critical and timely insight into the competitive dynamics of innovation in emerging technology segments.

The 451 Group

Tier1 Research is a single-source research and advisory firm covering the multi-tenant datacenter, hosting, IT and cloud-computing sectors, blending the best of industry and financial research.

The Uptime Institute is ‘The Global Data Center Authority’ and a pioneer in the creation and facilitation of end-user knowledge communities to improve reliability and uninterruptible availability in datacenter facilities.

TheInfoPro is a leading IT advisory and research firm that provides real-world perspectives on the customer and market dynamics of the enterprise information technology landscape, harnessing the collective knowledge and insight of leading IT organizations worldwide.

ChangeWave Research is a research firm that identifies and quantifies ‘change’ in consumer spending behavior, corporate purchasing, and industry, company and technology trends.

The 451 Group

Founded in 2000New York City: HQOffices in London,

San Francisco & Boston

Staff of 165+30+ Analysts

Analyzing the business of enterprise IT innovation

Customers

Management decision-makers at: Technology product companies Technology services companies Investment banking and law firms Buy-side Consulting Enterprise end users

451 Research

Competitive dynamics of innovation Funding and formation Product development and

go-to-market strategy Competitive landscape and

business development M&A scenarios and exits

End-user adoption Inhibitors and accelerators Trends and patterns Vendor selection Specific deployments (case

studies)

What do we analyze?

451 Research

We Cover Enterprise IT

Infrastructure and infrastructure management Applications and application development Datacenters Security Information management Consumption and delivery models Mobility Storage

What do our customers get from us?

Published syndicated research

Go-to-market support

Analyst advisory and support

Syndicated Research

451 Market Insight Service

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation.

Designed for rapid consumption

Modular, SWOT analysis, 451 Take

The five core report types are:

Impact Reports Market Developments Spotlights Analyst Notes User Deployment Reports

451 TechDealmaker

451 TechDealmaker examines the opportunities for and implications of corporate mergers and acquisitions within core areas of enterprise IT innovation covered by The 451 Group.

The service delivers two major types of analyses:

Forward-looking reports: The service specializes in providing anticipatory analysis of specific sectors and companies that are likely to see M&A activity within the next 6-18 months.

Insight into recent transactions:The service also focuses on interpretation ofannounced transactions that The 451 Group believes will have significant impact on emerging enterprise IT market segments.

451 Research: Long-Format Reports

40 reports annually, between 40 and 80 pages in length Detailed, 360-degree examination of specific technologies

and trends Technology innovation, vendor analysis, supply/demand,

M&A, etc.

451 Research: Analyst Advisory

Access to analysts by phone and in-person Message testing Adjacent market introduction Company and ecosystem

diligence

451 Research: Go-to-Market Support

Reprint rights Quotation support Live customer-facing activities Webinars Full-scale conferences Small-scale events

The 451 Group Events

Global Events Organized as extension of the company’s research

agenda (Cloud, Datacenter, Information Management) Offer opportunities for directed dialogue

between clients, key market influencers and 451 analysts

Held in locations reflecting the 451’s global reach

A smart way to package relevant

research

Short-format, long-format, analyst

advisory, events

Prix Fixe vs. A La Carte!

451 Research: Themed Subscription Programs

451 Research: Themed Subscription Programs

Current themed subscription programs: Infrastructure computing for the enterprise (ICE) Open source (CAOS) Security (ESP) Euro (EURO) Eco-IT (ECO) Information Management (IM) Cloud (CloudScape) Storage

451 Research: Quantitative Research

Market size, share and growth forecasts for key segments of the enterprise technology marketplace Virtualization Software Cloud Computing Bi-annual overview reports Monthly segment reports Analyst access

451 Research: M&A KnowledgeBase

Web-based technology transaction database Complete from 2002, updated daily Taxonomy-driven categorization Proprietary data Deal rationales

Summary

The 451 Group Unique combination of research, analysis & data Published syndicated research on emerging markets Daily qualitative & quantitative insight Analyst advisory, support Global events Go-to-market support

A technology analyst and data company that helps executives make better decisions

PRACTICE TEMPLATES

Information Management (IM) Information Computing for the Enterprise (ICE) CloudScape Mobility Markets Enterprise Security (ESP) Storage Infrastructure Open Source (CAOS)

Information Management

Information Risk & Opportunity Management

Storage Systems& Storage

Management

Next-Generation Data Warehousing

BIAnalytics

E-DiscoveryInfo Governance

Enterprise Search

Data IntegrationText Analysis

Research Director: Nick Patience

Information Management: Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption Modular, SWOT analysis, 451 Take The five core report types:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment Reports

Case Studies

Daily Insight

Vendor Tracking

Daily Analytical Insight on Information Management

Information Management: Long-Format Reports

Recent & Upcoming ReportsCloud E-Discovery

Data Warehousing: 2009-2013Networks Converge: FCoE in the Cloud and the EnterpriseCloud Archiving: A New Model for Enterprise Data RetentionOpen to Disruption: The Impact of Open Source in Content ManagementWarehouse Optimization: Ten Considerations for Choosing/Building a Data Warehouse

Detailed reports between 40 and 80

pages in length

360-degree examination of specific technologies

and trends

Technology innovation, supply/demand, vendor

analysis, M&A, etc.

Infrastructure Computing for the Enterprise (ICE)

Virtualization

Application Lifecycle

Management

DatacenterAutomation

PerformanceManagement

High-PerformanceComputing

Service-Level Management &

Architecture

Research Director: Rachel Chalmers

Infrastructure Computing for the Enterprise: Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption Modular, SWOT analysis, 451 Take The five core report types:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment Reports

Case Studies

Daily Insight

Vendor Tracking

Daily Analytical Insight on Infrastructure Computing

Infrastructure Computing for the Enterprise: Long-Format Reports

Recent & Upcoming ReportsThe Big Four and the Cloud

Desktops as a ServiceThe Rise of DevopsInnovations in HPC ApplicationsThe Searchable OrganizationVirtualized Desktops Grow Up: Mapping the Intersection of Management and Security

Detailed reports between 40 and 80

pages in length

360-degree examination of specific technologies

and trends

Insight on virtualization, datacenter automation and performance management

Research Director: Sean Hackett

CloudScape

Public Cloud Market Trends and End-User

Adoption

Software as a ServiceSoftware

Infrastructure as a Service

Cloud Market Sizing, Growth

Drivers/Inhibitors

Infrastructure as a ServicePlatform as

a Service

Public Cloud Impact on

Competitive Environment

IT Management as a Service

CloudScape: Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption Modular, SWOT analysis, 451 Take The five core report types:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment Reports

Case Studies

Daily Insight

Vendor Tracking

Daily Analytical Insight on Cloud Computing

CloudScape: Long-Format Reports

8 reports annually, between 40 and 80

pages in length

Detailed, 360-degree examination of specific

markets and trends

Market analysis, trends, end-user adoption,

service-provider analysis, competitive landscape, M&A, disruption, etc.

Recent & Upcoming ReportsThe State of SaaS

The State of SIaaS The State of PaaS The State of IaaSTelecommunications Service Providers’ Activities in the Cloud

ISVs’ Activities in the Cloud

Managed Service Providers’ Activities in the Cloud

Cloud Adoption 2011

Mobility Markets

SmartphonesTablet

Computing

Mobile Payments

and Banking

Enterprise Mobility

Management

Mobile Advertising and

Commerce

Enterprise Mobile App

DevelopmentPlatforms

Machine-to-Machine (M2M)

Research Director: Chris Hazelton

Mobility Markets: Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption Modular, SWOT analysis, 451 Take The five core report types:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment Reports

Case Studies

Daily Insight

Vendor Tracking

Daily Analytical Insight on the Mobility Market

Mobility Markets: Long-Format Reports

Recent & Upcoming ReportsTablet Computing in the Enterprise

Mobile Advertising

Mobile Device Management in the Cloud

Changing the Face of Mobile Enterprise Computing

iPhone in the Enterprise

4–6 reports annually, between 25 and 50

pages in length

Detailed, 360-degree examination of specific

technologies and trends

Technology innovation, supply/demand, vendor

analysis, M&A, etc.

Enterprise Security Program

Identity, Entity, & Access

Management

Security Management

& GRC

Data Security

Network, Endpoint, &

Server Security

Application Security

Virtual, Cloud & Mobile Security

Research Director: Joshua Corman

Enterprise Security Program: Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption Modular, SWOT analysis, 451 Take The five core report types:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment Reports

Case Studies

Daily Insight

Vendor Tracking

Daily Analytical Insight on Enterprise Security

Enterprise Security Program: Long-Format Reports

Recent & Upcoming ReportsFrom ‘Identity in the Cloud’ to ‘Cloud Identity’

Virtualized Desktops Grow Up: Mapping the Intersection of Management and SecurityE-Crime and Advanced Persistent Threats: How Profit and Politics Affect IT Security StrategiesIdentity in the Cloud: Winds of Change ForecastEnterprise Security Information Management

The Evolving Endpoint Agent

4 detailed reports annually, between 40 and 80 pages in length

360-degree examination of specific technologies

and trends

Insights on the critical issues, technologies

and leading players for enterprise security

Storage Infrastructure

Data ProtectionDisaster Recovery

ArchivingStorage

Management

Storage SystemsStorage Tiers

Cloud StorageStorage Services

Storage Networking

StorageComponents

Converged Infrastructure

Storage Security

Research Director: Simon Robinson

Storage Infrastructure: Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption Modular, SWOT analysis, 451 Take The five core report types:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment Reports

Case Studies

Daily Insight

Vendor Tracking

Daily Analytical Insight on Storage Infrastructure Market

Storage Infrastructure: Long-Format Reports

Recent & Upcoming ReportsNetworks Converge: FCoE in the Cloud and the EnterpriseCloud Archiving: A New Model for Enterprise Data RetentionStorage Infrastructure Quarterly Report

4–6 reports annually, between 40 and 80

pages in length

Detailed, 360-degree examination of specific

technologies and trends

Technology innovation, supply/demand, vendor

analysis, M&A, etc.

Commercial Adoption of Open Source (CAOS)

Open Source Software Adoption

Open Source Startups

Open Source Opportunities &

Threats

End User Decision-making around Open Source

Trends in Open Source Investment

Open Source Funding and M&A

Senior Analyst: Matt Aslett

Commercial Adoption of Open Source (CAOS) - Short Reports

Continuously updated analytical insight into the opportunities and challenges presented by enterprise IT innovation

Designed for rapid consumption

Modular, SWOT analysis, 451 Take

The five core report types include:• Impact Reports• Market Developments• Spotlights• Analyst Notes• User Deployment

Daily Analytical Insight on the Open Source Market

Case Studies

Daily Insight

Vendor Tracking

Commercial Adoption of Open Source (CAOS) - Long-Format Reports

Recent & Upcoming ReportsOpen to Disruption: The Impact of Open Source in Content Management

Open to Investment

Closing the Deal with Community

The Myth of Open Source License Proliferation

Control and Community

4 - 6 reports annually between 25 and 50

pages in length

Detailed, 360 degree examination of specific

technologies and trends

Technology innovation, supply/demand, vendor

analysis, M&A, etc.

Tier1 Research

Tier1 Research

Founded in 2000; Acquired by

451 Group in 2006

New York City: HQOffices in Bethesda, MD

& San Francisco

Staff of 2010 Analysts

Analyzing Hosting, Multi-Tenant Datacenter, & Internet Infrastructure

Tier1 Research

Tier1 Research is a single-source research and advisory firm covering the multi-tenant datacenter, hosting, IT and cloud-computing sectors, blending the best of industry and financial research.

Our clients depend on Tier1 Research for: Company funding and formation Product development and go-to-market strategy Competitive landscape and business development New builds and facilities expansion Company financials, M&A scenarios and exits End-user adoption information

Tier1 Research

Segments Covered

Tier1 Research aggregates the perspectives of public/private investors, vendors and customers to deliver concise analysis and recommendations to the vendors, service providers and investors in the outsourced managed IT Infrastructure services industry.

Segments covered include: Multi-tenant datacenter infrastructure Colocation and third-party services Managed services Hosting (dedicated, shared, mass-market)

Tier1 Research: Short-Format Reports

Daily T1R6-8 reports published daily

T1R Take

Designed for rapid consumption

Tier1 Research: Long-Format Reports

20 reports annually, between 40 and 80 pages in length Detailed, 360-degree examination of specific technologies

and trends Technology innovation, vendor analysis, supply/demand,

M&A and other key segments

Tier1 Research: Analyst Advisory

Access to analysts by phone and in-person Message testing Adjacent market introduction Company and ecosystem diligence

Tier1 Research: Go-to-Market Support

Reprint rights Quotation support Webinars Live customer-facing

activities

Market Monitor and 451 KnowledgeBase

Market Monitor: Cloud Computing 12 reports yearly covering

150+ vendors in 15 segments of the cloud ‘as-a-service’ marketplace

Market Monitor: Cloud-Enabling Technologies 12 reports yearly covering

120+ vendors in 14 segments for server virtualization and on-premises cloud-enabling technologies marketplace

Market Monitor: Desktop Virtualization 4 reports yearly covering 50+

vendors within the desktop virtualization ecosystem

451 Market Monitor Services

Market sizing and forecast data for key segments of the emerging enterprise IT industry     

451 Market Monitor Services

Forecasts Five-year market-size and growth projections for all segments

Reports Twice-yearly long-form “Overview” reports showing

overall size and growth of all segments Multiple segment reports offering more

granular detail by sectorData (spreadsheet format) Leading vendors Breakouts by:• Geographic region• Industry verticals• Enterprise size (SMB vs enterprise)

List of all vendors in segmentAccess to Analysts 'Spot' access via unlimited email/phone inquiry In-depth access via structured consultation with Market Monitor analysts

Unique value delivered through Market Monitor

No “other” (slush-bucket) category

Best data on emerging tech with revenue models for each company

Straightforward process & available for questions

Holistic, cross-sector view

When combined with qualitative services (CloudScape, ICE, e.g.) provides a comprehensive view of the market

True bottom-up process

Private-company insight

Transparency

Non-siloed

Total picture

451 KnowledgeBase Overview

The only M&A transactions database tailored to the needs of the IT segment, offering deep insight into private technology valuations and deal rationales

Transactions: 25,000+ global M&A deals from 2002 to present

Coverage: Information technology and telecom segment, including all hardware & software, Internet, mobility, IT services, hosted services, storage, security, telecom, et al

Deep insight: linkage to in-depth analyses from 451 Group TechDealmakerand Tier 1 Research

Valuation data: Proprietary estimates of deal values & TTM revenues for hundreds of key transactions

Funding data: New !- VC funding data for acquired companies

M&A KnowledgeBase Other M&A databases Why valuable

Specialized on information technology sector None Tailored to needs of IT

deal professionals

Proprietary deal value & TTM revenue data None More valuations comps

for private deals

600-node, regularly-updated industry taxonomy

Most follow generic industry classifications

More precise and comprehensive retrieval of valuations comps

Deal analysis None Insight on deal rationales & likely future deals

451 KnowledgeBase: Unique value proposition

451 KnowledgeBase key value: more valuations comps

Infrastructure Management

Application Software

Digital Media Storage0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

60%70% 70%

30%

40%30% 30%

70%

Publicly Disclosed 451 Proprietary EstimatesE.g., for every ten valuations

comparables* in this segment, four come as a result of

451 proprietary estimates

*(multiple of trailing revenues)