Market Research Report - Q4 2015

Transcription

1 Market Research fr the IT & Netwrking Industry Wrldwide Clud Market Analysis & Vendr Tracking Reprt fr HPE Q Synergy Research Grup 31,

2 Market Research fr the Netwrking & Telecm Industry Cntents Clud verview Market verview and vendr psitining by segment Private clud infrastructure hardware & sftware Public clud infrastructure hardware & sftware Ttal clud infrastructure hardware & sftware Clud infrastructure services Clud infrastructure hardware, sftware & services cmbined Other key markets assciated with clud Appendix definitins, methdlgy 2

3 Market Research fr the Netwrking & Telecm Industry Clud verview The IT industry is ging thrugh a huge generatinal shift, with cmpanies mving away frm building and managing in-huse data centers and instead accessing highly elastic n-demand cmputing facilities via the clud The main benefits f using the clud are flexibility, speed, a vastly imprved develpment & test envirnment and ptentially huge financial benefits. Financial benefits may cme frm large cst savings, but equally imprtant is the mve away frm upfrnt spend n CAPEX t nging perating csts Clud-delivered services are increasingly targeting mre and mre IT functins and applicatin areas nt just prviding fundatinal cmputing and strage capacity, but als perating systems, prgramming languages, services, database applicatins and tls The clud market can be split int tw main areas clud build cnsisting f hardware and sftware used t cnstruct cluds; and clud services that are prvided by clud peratrs. In Q the clud build market was 2.8 times the size f the clud services market All traditinal data center technlgy vendrs are targeting the larger clud build area, while the clud service area is being increasingly dminated by a handful f peratrs with glbal hyperscale data center netwrks Currently HPE is the leader in the cmbined clud build/clud services market, fllwed by Cisc, Amazn, Micrsft, and IBM. The impending merger f Dell and EMC will shake up the vendr rankings, likely pushing the merged cmpany t the #2 ranking behind HPE 3

4 Market Research fr the Netwrking & Telecm Industry Private clud infrastructure hardware & sftware Cvers hardware & sftware used t build private cluds Servers, server OS, strage, netwrking, virtualizatin apps, clud security, clud management Multi-billin dllar market grwing at ~17% per year HPE has a clear lead Other ntable vendrs utside the tp five include EMC, VMware, Lenv, Oracle and NetApp Wrldwide data Dell/ EMC, when cmbined, wuld likely hld #2 rank. 4

5 Market Research fr the Netwrking & Telecm Industry Public clud infrastructure hardware & sftware Cvers hardware & sftware used t build public cluds Servers, server OS, strage, netwrking, virtualizatin apps, clud security, clud management Multi-billin dllar market grwing at ~30% per year Cisc has a clear lead, thugh its market share has declined Other ntable vendrs utside the tp five include Huawei, Micrsft, Juniper, Lenv, Inspur, and VMware Wrldwide data Dell/EMC, when cmbined, wuld likely be ranked #2= alngside HPE 5

6 Market Research fr the Netwrking & Telecm Industry Ttal clud infrastructure hardware & sftware Cvers hardware & sftware used t build private, public & hybrid cluds Servers, server OS, strage, netwrking, virtualizatin apps, clud security, clud management Multi-billin dllar market grwing at ~24% per year HPE and Cisc vying fr leadership; HPE currently n tp Other ntable vendrs utside the tp five include EMC, VMware, Lenv, Oracle and Huawei Wrldwide data Dell/EMC, when cmbined, wuld likely be vying fr leadership with HPE and Cisc 6

7 Market Research fr the Netwrking & Telecm Industry Clud infrastructure services Cvers infrastructure services sld by clud peratrs Public IaaS, Public PaaS, Private & Hybrid Clud Services Multi-billin dllar market grwing at ~52% per year Amazn/AWS in a league f its wn Other ntable peratrs utside the tp five include Rackspace, Fujitsu, Oracle, NTT and HPE Wrldwide data The market is cnslidating as tier 2 players struggle t cmpete with the tp fur 7

8 Market Research fr the Netwrking & Telecm Industry Clud infrastructure hardware, sftware & service cmbined Wrldwide data Cvers the cmbinatin f clud build and clud infrastructure services Multi-billin dllar market grwing at ~30% per year HPE, Micrsft and IBM active in bth clud build and clud services; Cisc fcuses n clud build; Amazn/AWS fcuses n clud services Market is still in the early years f a generatinal shift frm traditinal in-huse data centers t clud cmputing Dell/EMC, when cmbined, wuld likely be ranked #2= alngside HPE 8

9 Market Research fr the Netwrking & Telecm Industry Other key markets assciated with clud Nn-clud data center infrastructure servers, strage, netwrking and sftware used t build traditinal nn-clud data centers. Leaders are Micrsft, HPE, Cisc, Dell, IBM, EMC and Lenv SaaS clud-delivered applicatin sftware sld via a subscriptin mdel. Leaders are Salesfrce, Micrsft, Ggle, SAP, Oracle, IBM and Citrix CDN netwrk service that delivers cntent t end users with high availability and high perfrmance. Service delivery may r may nt be clud based. Leaders are Akamai, ChinaNetCenter, AWS, ChinaCache, KDDI, Verizn and Highwinds Clcatin the leasing f physical space within data center facilities, ranging frm individual racks/cages t entire data center buildings. Increasingly used by clients as lcal nramps t access clud peratrs. Biggest client sectrs are clud, IT service prviders, digital cntent and netwrking. Leaders are Equinix, Digital Realty, NTT, Verizn, CenturyLink, Glbal Switch and China Telecm Managed server hsting traditinal hsted server leasing service that is nw transitining t clud. Leaders are Rackspace, AT&T, Verizn, IBM and NTT 9

10 Market Research fr the Netwrking & Telecm Industry Appendix Research methdlgy the data and analysis in this reprt is based n an extensive quarterly survey f all leading clud technlgy vendrs and clud peratrs, supprted by rigrus analysis f earnings material, extensive briefing with industry players and nging tracking and mdeling f clud markets Definitins the main fundatin are clud definitins that have been develped by the Department f Cmmerce s Natinal Institute f Standards and Technlgy (NIST). In discussins with industry experts these definitins are then refined, especially in the area f demarcatin between public and private clud deplyment mdels Abut Synergy Research Grup funded in 1999, Synergy Research Grup prvides market intelligence and analytics fr the IT and netwrking industry. It specializes in prviding cmprehensive quantitative market data that is updated every quarter. Synergy s research is used wrldwide by industryleading cmpanies, Wall Street firms and gvernment institutins 10

11 Market Research fr the Netwrking & Telecm Industry Synergy Research Grup Jeremy Duke Funder and Chief Analyst Synergy Research Grup Jhn Dinsdale Chief Analyst Synergy Research Grup 11