SMAC Day - Keynote

Malay Shah

Director, Advisory Services

Technology, Media and Telecom Practice

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Re-imagined

experiences 52% digital disruption has

demolished 52% of

the Fortune 500

since 2000

Changing the possibilities — affecting every individual, business and government

Create new

Business models

SMAC is disrupting the business from top to bottom

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With lot of demand and supply drivers in India

760 million tablets in use globally by 2016; one third to be purchased by businesses

2.5 Bn smartphones in 2017 from 1 Bn in 2013 globally

Source: IDC, Gartner, NASSCOM

550 million social network user base in India by 2020

Social Mobility

By 2016, 50% of large

organizations marketing spend will be on social channels

SMAC Day With TiE Bangalore

M-Commerce transactions higher than E-Commerce

Shortage of

180,000 analytics professionals by 2018

1.3 Zettabytes of

data to be analyzed

Rich media analytics to

grow 3 times

Analytics

63% of SMEs adopt

cloud for business from 4% today

71% of businesses

expect public-facing applications in cloud

Cloud

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2014 was a blockbuster year for technology M&A but unlike 2000 it is no bubble!

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Global picture of M&A and investments in Technology space in 4Q 2014

Source: EY analysis of The 451 Group Research M&A KnowledgeBase, accessed 5 January 2015.

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Bangalore based startups are set to tap into the growing SMAC market across verticals

• Connected experience for enterprises across mobility, big data analytics, security, cloud computing, social computing, M2M/IoT

Social Mobility

Analytics Cloud

• mobile-first customer engagement platforms

• mobile app analytics

• M-wallet for secure mobile payments

• Business intelligence and analytics

• Focused on the banking sector

• Advanced analytics solutions on cloud

• Focused on Retail, CPG Formerly iCreate

• Cloud management to optimize the costs and risk of cloud investments

• Data visualization products

• Logistics, IT, BFS

• Enterprise unified collaboration, knowledge management solutions

Digital Transformation by

converging SMAC solutions

• Customised search engine to provide insights into huge records

• Pharma, FS

Acquired by

Facebook

• Analysis & monitoring tools for Android app developers to measure, analyze and optimize their apps

• Cloud and mobile solutions for patient engagement, health monitoring, online consultation, e-consult

• Cloud-based WAN optimization as-a-service solution

• Platform for cloud authoring of video content, secure distribution, personalized mobile app

• Mobile marketing and analytics platform • Platform for

optimization of digital campaigns

• Social media monitoring and engagement platform

• Real time customer engagement on e-mail, social media and web

SMAC Day With TiE Bangalore

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Number of SMAC start-ups in India focusing across verticals, will cross 2,000 by 2015 from 450 in 2012

Vertical

Healthcare

BFSI

Retail Hospitality

Education • M-learning

• Cloud based e-learning • Social education

platforms • Collaboration platforms • Learning outcome

analytics

• M-wallet • m-commerce • Customer analytics • In-store analytics • Social media marketing

• M-health • Healthcare analytics • Telemedicine • Remote patient monitoring • Patient data management based on

cloud

• Mobile payments • Private cloud infrastructure • Financial analytics • SaaS CRM • Social media banking &

financial services

• Social media marketing • Marketing spend and

Guest analytics • Mobile booking system

Potential whitespaces / Areas of interest for further development SMAC Day With TiE Bangalore

1 Cloud-based security

2 Payments

3 Transportation

4 Data Visualization

5 Rich Media Analytics

6 Cloud Storage for SMBs

Horizontal Opportunities

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Start-up Ecosystem getting its due attention from accelerator programs

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What it takes to have Bangalore as a SMAC valley

Geographic

Proximity

Communities

Talent

Ideas Capital Corporation

Innovation Fund

Specialized

top talent

Market

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THANK YOU

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Appendix

1 January 2014 Presentation title

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Key Disruptions in the Marketplace

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Infrastructure

Software

IT Services

1. Outcome based transformation deals increasingly becoming a norm

in the IT services sector. Indian IT services players increasingly

taking more market share

2. SMAC services a driving force in the industry

1. Enterprise software completely transitioning to a cloud and

subscription model

2. IT spends shifting from CIO to CMO and LoB owners especially for

business software

3. Increase in competition intensity with SaaS players hungry for

growth (partly to justify the valuation and partly to reach scale)

1. New technologies e.g. flash, converged infrastructure and newer

architectures e.g. hybrid take a strong hold

2. Hardware getting commoditized by cloud infrastructure players

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These disruptions are amplified by competition intensity impacting traditional IT players

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How are they fighting

1. Propagating hybrid models

2. Going with end-to-end story

3. Leveraging cash on balance sheet for vendor

financing or acquisitions

1. Highlighting category specialization

2. Focused on growth and winning business

against bellweathers

3. Alliances

Infrastructure

Software

IT Services

IT Bellweathers Next Gen IT