International Cloud Services: Trends and Strategies in Europe and Asia

Transcription

1 International Cloud Services: Trends and Strategies in Europe and Asia January 2014 Presented by: Brian Washburn Service Director, Global Business Network and IT Services Amy DeCarlo Principal Analyst John Marcus Principal Analyst Hugh Ujhazy Analyst Washington, DC / London / Paris / Singapore

2 North America Cloud Context Advances and the occasional retreat mark cloud history In Mosaic an Increasingly browser released; Global Context traffic soars by more than 641,000% Dotcom boom goes bust; The death knell sounds for the end of the xsp model Salesforce.com becomes the first $1 billion cloud provider; IBM rolls out first IaaS solutions; Google launches Google Apps; AT&T introduces Synaptic Compute Google formed; HP establishes the Utility Computing Division Amazon begins selling storage and compute services through its new Amazon Web Services unit (EC2 and S3 don t arrive until 2006) Cisco projects IP-based cloud traffic will increase six-fold by 2016, accounting for 2/3 of global data center traffic; AWS prepares to launch cloud services in China with partners 3

3 Embracing the Cloud in North America Enterprises are moving past exploration to broader-based adoption Concept to Reality Portfolio Advances Majority of enterprises consume at least some of their IT resources through the cloud. Definitions of what the cloud is or could be - solidify. NASA runs processing, computation, imaging in the cloud. New tools and feature/functionality help migrate workloads. Technologies like OpenStack and SDN promote private/hybrid cloud development, deployment Professional services are supporting cloud transition. Game-changing Output Challenges Remain Cloud can lower IT costs and speed application deployment. Customers gain ability to develop, distribute products in ways not possible through traditional methods. Reliability, integration complexity keep some on the sidelines. Compliance and security questions linger. Automation/integration challenges remain. Control issues continue to vex IT. 4

4 The Provider Landscape in Europe EU Cloud provider DNA Telco/Network Full service approach leveraging own data centers and connectivity for e2e SLAs BT, Colt, Orange, DT, Interoute SI/ISV Pure cloud/ hosting Cloud enablement solutions including professional services and SaaS/PaaS solutions Capacity, IaaS, carrier-neutral data centers Atos, Capgemini, Salesforce AWS, Telehouse, CloudSigma 5

5 European Cloud Service Provider Activity in European Cloud Service Market Events by Provider Type in New Prof. Service Launch Cloud Security Launch New Data Centers PaaS/AaaS Launch SaaS Launch/Expansion IaaS Launch/Expansion Telco/Network SI/ISV Pure Cloud/Hosting 6

6 European Service Provider Trends Key IaaS Market Events in 2013 January BT expands BT Compute to four continents May Colt expands new IaaS to six EU countries June Verizon announces next gen IaaS December Interoute expands VDC to five EU zones April Orange extends Flexible Computing to NA and Asia May IBM acquires SoftLayer October Google Compute Engine exits beta Other SPs Launching/Expanding IaaS in 2013: Atos, AWS, Belgacom, Capgemini, CloudSigma, Completel, CSC, Digital Planet, Dimension Data, Exponential-e, Fujitsu, Hitachi Data Systems, IS Group, Kcom, KPN, Microsoft, NextiraOne, NTT, Phoenix, Rackspace, Savvis, Telehouse, T-Systems, VMWare 7

7 European IaaS Leaders and Differentiation Network-based providers bring security and end-to-end SLAs Cloud-based providers bring advanced features, capacity, keen pricing Service Scope and Availability Service Delivery Infrastructure Features and Functionality Service Levels Security and Compliance Breadth of portfolio, markets served, channels, vertical solutions Owned data centers, connectivity, key vendors, technology and service partners User interfaces, APIs, storage, database, OS, hypervisor, pricing options Performance SLAs, managed/self-managed options, professional services, support Security/compliance controls, security services/features, data protection Leaders for now BT, T-Systems BT, T-Systems, Colt, Interoute AWS, Verizon, Interoute BT, Orange, T-Systems, Interoute BT, T-Systems, KPN 8

8 Other Cloud Service Trends in Europe Data center investment Cloud enablement Analytics as a Service Vertical solutions Public sector cloud Storage services Cloud security 9

9 2014 Expectations in Europe Global attack from Google, Microsoft, Verizon Stronger European service provider positioning Network/computing integration Regional development: Eastern & Southern Europe 10

10 Asian Data Center Investment Shows no Slowdown Popular data center and cable landing locations (Australia, Singapore, Hong Kong) show strong GDP growth December 2013 : China Unicom and China Telecom to invest US$1bn in two cloud parks in southern China October 2013 : Google invests US$300m in two data centers in Singapore and Taiwan November 2013 : Pacnet to invest US$100M annually for the next two years in Asian data center expansion 11

11 Clouds over Asia No universal definition of what is cloud Applications Security Though hosted ERP, CRM and office applications available off-the-shelf, majority of applications remain bespoke Physical and data security remains a major concern for enterprises looking at cloud migration. Country level data privacy and location regulation also an issue in many markets Data Center Data centers have multiplied dramatically, crowding out mature markets like Singapore, Australia and HK to push footprints into emerging locations like Malaysia, Thailand, India and China Network Lots of capacity. Majority of regional, North American and European cable links to Asia have been upgraded to 100G in the past 12 months. 12

12 Asia s Provider Landscape Providers have chosen market niches with discrete offerings Full service Provider Extensive solution stack and network, migration across multiple tiers, managed and professional services NTT Com, Telstra Global, BT, OBS Solution Provider Specialist Provider Something for everyone Cloud enablement solutions including design and implementation professional services and large partner network Specialist services including video transcoding, network on demand across limited regional scope Server, storage and capacity on demand end user managed. Locations in mature DC markets across Asia IBM, HP, CSC, Fujitsu Tata Comms, Pacnet AWS, Microsoft, Rackspace 13

13 Patchy Clouds Across Asia Not all clouds markets are equally mature Mature Singapore, Australia, Hong Kong, Japan Landing stations for most cables into the Asia region Excellent skills populations in the region Strategic locations to address adjacent markets Singapore (South East Asia & India, Middle East) Hong Kong (Greater China) Australia (Australia & New Zealand) Threatening Malaysia, Philippines, Thailand Lower cost model for operations Increasingly sophisticated infrastructure Data center and cloud friendly public sector Emerging China, India Increasing domestic and MNC demand Data location regulations Growing local skills capability 14

14 Incentives and Impediments in Asia The good, the bad and the ugly Good demand and capacity Demand for local storage of content remains high Network capacity ahead of demand Local skills developing Bad Asia as a fragmented market Uneven regional legislation and enforcement Private cloud and hosting dominate demand Opportunities Many players in the market Investment ahead of demand Developing regulatory models Ugly securing the solution Security challenges continue Professional Services growing slowly 15

15 Cloudy Future Across Asia Despite strong demand, some vendors thinking build it and customers will come? Investment continues... Growing footprints in mature markets Migration of capabilities into the cloud Firewall, IDS, anti-virus and anti-spam Unified communications Infrastructure management Investment in professional and managed services The Future... but challenges remain Skills based Scale of the region Consistent IP, data location and security regulations Development Infrastructure 16

16 Thank you for your time Questions? Brian Washburn Service Director, Global Business Network and IT Services Amy DeCarlo Principal Analyst John Marcus Principal Analyst Hugh Ujhazy Analyst Current Analysis helps clients win more business by providing continuous, in-depth competitive intelligence. We enable sales teams, marketing professionals, product managers, and executives to anticipate and quickly respond to competitor threats 17