Carrier Cloud Webinar
-
Upload
tbr -
Category
Technology
-
view
115 -
download
0
description
Transcript of Carrier Cloud Webinar
TBR
T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
Evolution and Outlook for Carrier Cloud
Technology Business Research Webinar Series
Oct. 21, 2014
TBR
2 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Your presenter:
Michael Sullivan-Trainor
Executive Telecom Analyst
Email: [email protected]
Twitter: @mikesulliv
Evolution and Outlook for Carrier Cloud
TBR
3 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
• What is carrier cloud?
• Where’s the revenue and spend?
• What steps are carriers taking?
• Which carriers are leading, and where?
• Which suppliers are leading so far?
Agenda
Evolution and Outlook for Carrier Cloud
TBR
4 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Revenue benchmark of the largest carrier cloud service providers
Revenue Segments:
• Total Cloud Services
• Public Cloud, Private Cloud
• IaaS, Other Cloud Services
Geographic Segments:
• Americas
• EMEA
• APAC
Evolution and Outlook for Carrier Cloud
NTT DT
BT
AT&T
Telefonica China Telecom
Bharti
KT
Orange
SingTel CenturyLink Vodafone
Verizon
TBR
5 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Carrier cloud is just one play for the evolving customer-centric carrier
Traditional Service ProviderVertically Integrated
Content
NetworkProvider
SubscribersConsumers/Business
Enablement Layer
Access Layer
ServiceProvider
Ownership And Control
Customer Experience
EnablerM2M
Devices
Verticals
Content
OTT Players
Cloud
SubscribersConsumers/Business
Future Service ProviderHorizontally Integrated
across Digital Value Chain
In the traditional model, the service provider’s value comes from controlling subscribers on the network through a vertically integrated model. In the future model value is generated through partnerships in horizontal solutions in a value chain no one entity fully controls. Source: TBR
Evolution and Outlook for Carrier Cloud
TBR
6 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Problems with today’s cloud solutions: limited visibility and reliability
Evolution and Outlook for Carrier Cloud
TBR
7 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Ideal carrier cloud: controlled, secure and trustworthy
Evolution and Outlook for Carrier Cloud
Source: Lunch atop a Skyscraper – Charles Ebbets
TBR
8 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Carrier cloud services revenue is growing at more than 30% annually
$235 $248 $260 $291 $308
$286 $303 $313$336 $355
$310$336 $353
$423$446
$0
$200
$400
$600
$800
$1,000
$1,200
2Q13 3Q13 4Q13 1Q14 2Q14
Clo
ud
Re
vne
ue
(in
$ M
illi
on
s)
TOTAL CARRIER CLOUD BENCHMARK OPERATORS CLOUD REVENUE GEOGRAPHIC BREAKDOWN
APAC EMEA AMERICAS
TBR
Evolution and Outlook for Carrier Cloud
TBR
9 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Cloud represents a small share of carrier spend
Evolution and Outlook for Carrier Cloud
TBR
10 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
The Amazon Web Services effect: Where is the carrier?
Evolution and Outlook for Carrier Cloud
TBR
11 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
What steps are being taken to expand carrier cloud revenue?
Acquisitions of smaller players to increase regional capability
January 2014 August 2014
Increased partnering to accelerate cloud service adoption
Continued expansion of data center capacity to increase cloud footprint and services
Growth through acquisition
Increased partnering
Continued capacity investment
Evolution and Outlook for Carrier Cloud
TBR
12 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
What’s next in carrier cloud strategy?
Expansion of cloud services within installed base will increase share of revenue.
2014 2018
Expansion of cloud services to SMBs will widen cloud services reach and growth.
Deepening vertical integration with hybrid and dedicated cloud services
Installed base penetration
Expansion of cloud to SMB
Deepening hybrid/vertical
Evolution and Outlook for Carrier Cloud
TBR
13 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
NTT
DEUTSCHE TELEKOM
VERIZON
AT&T
CHINA TELECOM
KT
BT
ORANGE
VODAFONE
CENTURYLINK
TELEFONICA
BHARTI
SINGTEL
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
$- $25 $50 $75 $100 $125 $150 $175 $200
Ye
ar-t
o-Y
ear
Re
ven
ue
Gro
wth
Total Cloud Revenue (in $ Millions)
2Q14 TOTAL CLOUD REVENUE (IN $ MILLIONS) TBR
NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.SOURCE: TBR AND COMPANY DATA
Total Cloud: Revenue and Revenue Growth
NTT leads in total carrier cloud revenue by expanding its footprint rapidly
NTT is the leader in 2Q14 carrier
cloud revenue and growth due to
data center expansion and cloud
company acquisitions.
Evolution and Outlook for Carrier Cloud
TBR
14 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
NTT
VERIZON
AT&T
DEUTSCHE TELEKOM
CHINA TELECOM
KT
BTORANGE
VODAFONE
CENTURYLINK
TELEFONICA
BHARTI
SINGTEL
-20%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
$- $25 $50 $75 $100 $125 $150 $175
Ye
ar-t
o-Y
ear
Re
ven
ue
Gro
wth
Total IaaS Revenue (in $ Millions)
2Q14 TOTAL IaaS CLOUD REVENUE (IN $ MILLIONS) TBR
NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.SOURCE: TBR AND COMPANY DATA
IaaS Cloud Revenue: Revenue and Revenue Growth
China Telecom will become one of the top 3 IaaS carrier cloud operators
NTT is the leader in the IaaS cloud
segment due to scale and
platform focus on enterprises.
Evolution and Outlook for Carrier Cloud
TBR
15 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
VERIZON
AT&T
CENTURYLINK
DEUTSCHE TELEKOM
ORANGE
NTT
BT
TELEFONICAVODAFONE
KT
CHINA TELECOM
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
110%
120%
$- $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 $110
Ye
ar-t
o-Y
ear
Re
ven
ue
Gro
wth
Total Americas Cloud Revenue (in $ Millions)
2Q14 AMERICAS CLOUD REVENUE (IN $ MILLIONS) TBR
NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.SOURCE: TBR AND COMPANY DATA
Verizon and AT&T compete head-to-head for revenue in the U.S. while CenturyLink is making its move Americas Cloud Revenue: Revenue and Revenue Growth
CenturyLink has become the
third-largest cloud operator in
the Americas due to strategic
acquisitions including those of
Savvis and Qwest.
Evolution and Outlook for Carrier Cloud
TBR
16 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
DEUTSCHE TELEKOM
ORANGE
BT
AT&T (VERY SIMILAR TO VERIZON)
VERIZON
NTT
VODAFONE
TELEFONICA
CHINA TELECOM
CENTURYLINK
BHARTI
KT
SINGTEL
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
110%
$- $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 $110 $120 $130
Ye
ar-t
o-Y
ear
Re
ven
ue
Gro
wth
Total EMEA Cloud Revenue (in $ Millions)
2Q14 EMEA CLOUD REVENUE (IN $ MILLIONS) TBR
NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.SOURCE: TBR AND COMPANY DATA
Deutsche Telekom leads in EMEA revenue due to its scale and private cloud segment EMEA Cloud Revenue: Revenue and Revenue Growth
The larger European operators are bringing in the
highest EMEA cloud revenue, but multiple newer
entrants from APAC, including Bharti and NTT, are
leading in EMEA cloud revenue growth due to new
data center expansions in the region.
Evolution and Outlook for Carrier Cloud
TBR
17 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
NTT
KTCHINA TELECOM
BHARTI
DEUTSCHE TELEKOM
VERIZON
AT&T
SINGTEL
ORANGE
BT
CENTURYLINK
VODAFONE
TELEFONICA
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
$- $20 $40 $60 $80 $100 $120 $140
Ye
ar-t
o-Y
ear
Re
ven
ue
Gro
wth
Total APAC Cloud Revenue (in $ Millions)
2Q14 APAC CLOUD REVENUE (IN $ MILLIONS) TBR
NOTE: SPHERE SIZE REFLECTS VOLUME OF REVENUE.SOURCE: TBR AND COMPANY DATA
NTT, KT and China Telecom lead a two-tiered APAC market
APAC Cloud Revenue: Revenue and Revenue Growth
APAC-based carrier
cloud operators
make it difficult for
large European and
American operators
by competing on
price and local
relationships.
Evolution and Outlook for Carrier Cloud
TBR
18 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Who are the leading suppliers?
Differentiation / Technical Capability
Business Performance /
Capability
High
Low
High Low
Cisco
EMC/VMware
Microsoft
SAP
Oracle HP
IBM
Nokia
Huawei
Ericsson Alcatel-Lucent
NEC
Evolution and Outlook for Carrier Cloud
TBR
Source: TBR
TBR
19 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
Conclusion
Evolution and Outlook for Carrier Cloud
Q: What is carrier cloud?
A: Differentiated Cloud Services
Q:Where’s the revenue and spend?
A: Tier 1s
Q:What steps are carriers taking?
A: Acquire, partner, build
Q: Which Carriers are leading, and where?
A: NTT, DT, Verizon, AT&T
Q: Which suppliers are leading so far?
A: IBM, Cisco
TBR
20 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
For further information, please contact:
Kate Price James McIlroy Platforms Practice Manager Vice President of Sales [email protected] [email protected]
TBR Evolution and Outlook for Carrier Cloud Webinar Contact Information
Questions?
Michael Sullivan-Trainor
Executive Telecom Analyst
Email: [email protected]
Twitter: @mikesulliv
Twitter: @TBRinc
SlideShare: www.slideshare.net/TBR_Market_Insight
YouTube: www.youtube.com/user/TBRIChannel
LinkedIn: www.linkedin.com/company/technology-business-research
TBR
21 TBR Webinar Series | 10.21.14| www.tbri.com ©2014 Technology Business Research Inc.
NMP Syndicated Research Coverage
Telecom Vendors Operators Benchmarks
• Alcatel-Lucent • Cisco Systems • Ericsson • HP Telecom & Mobility* • Huawei* • IBM Telecom & Mobility* • Juniper Networks • Nokia Networks • Samsung Networks* • ZTE*
• AT&T • Sprint • T-Mobile USA • Verizon Enterprise Coverage: • AT&T Business Solutions* • BT Global Services* • Orange Business Services* • Verizon Enterprise Solutions* • Vodafone Enterprise Services*
• Telecom Vendor Benchmark
o Telecom Infrastructure Services (TIS)
Telecom Infrastructure Services Benchmark
Telecom Infrastructure Services Margin Benchmark
Telecom Infrastructure Services Addressable Market Forecast
Telecom Infrastructure Services North America Addressable Market Forecast
• Enterprise Network Vendor Benchmark
o Enterprise Networking Addressable Market Forecast
o Network Infrastructure Services (NIS) Benchmark
• U.S. & Canada Mobile Operator Benchmark
• Carrier Cloud Benchmark
Enterprise Networking Cable Providers
(Reports include content on Ent. Networking)
• Cisco Systems • HP Telecom & Mobility* • Huawei* • IBM Telecom & Mobility* • Juniper Networks
• Comcast* • Time Warner Cable*
Internet Companies
• Google • Microsoft Telecom & Mobility*
TBR Networking & Mobility Practice Syndicated Coverage
*Semiannual publication
About Us Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, telecom and enterprise network vendors, and operators.
Serving a global clientele, TBR provides timely and actionable market research and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information needs on an inquiry or proprietary consulting basis. TBR has been empowering corporate decision makers since 1996. To learn how our analysts can address your unique business needs, please visit our website or contact us today.
Contact Us
1.603.929.1166 [email protected] www.tbri.com 11 Merrill Drive Hampton, NH 03842 USA
This report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. Technology Business Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is not and should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This report is copyright-protected and supplied for the sole use of the recipient. Contact ©Technology Business Research, Inc. for permission to reproduce.