Mobile Device Management Global Market Analysis

Transcription

2 Content of Research Global Market Review Global Competitors Spotlight on 5 Leading Competitors CommuniTake Profile 2

3 The Global Market Mobile device management (MDM) is still considered a nascent market in Mid-2011 Vendors' offerings still have little consistency. Many come from mobile messaging and security to support MDM Source: Gartner Research, April

4 Elements of MDM Gartner defines 5 elements of MDM service: Software Distribution Policy Management Inventory Analysis Security Management Service Management Source: Gartner Research, April

5 Elements of MDM Software Distribution - The ability to manage and support mobile application including deploy, install, update, delete or block. Policy Management - Development, control and operations of enterprise mobile policy. Inventory Management - Beyond basic inventory management, this includes provisioning and support. Security Management - The enforcement of standard device security, authentication and encryption. Service Management - Rating of telecom services. Source: Gartner Research, April

6 The Global Market There is high-demand in the market due to a combination of 2 main factors: 1. The inherent high complexity of Smartphones 2. IT staff is not (yet) trained to support handheld devices Worldwide, there are more than 60 companies offering MDM Solutions for Operators & Enterprises. Source: Gartner Research, April

7 The Global Market Value Pure MDM revenue by year-end 2010 is estimated at $150 million. This estimation excluded revenue from messaging, security, etc. Revenue is assessed to increase at a compound annual growth rate (CAGR) of 15% to 20% during the next three years. Source: Gartner Research, April

8 The Global Market Potential According to a recent global market survey of more than 1,100 senior executives and IT managers: 25% of companies already support the use of mobile devices in the workplace 8

9 The Global Market Potential Only 62% of businesses globally have no tool to manage and account for consumer devices. 9

10 The Global Market Potential 57% of IT managers are most concerned over the security implications of employees using personal devices for business. 10

11 Regional Breakdown % of firms with no IT systems to manage the use of personal devices for business purposes 74% 63% 57% 67% 11

12 Regional Breakdown % of firms that are most concerned over the security implications of smartphone usage 32% 32% 12

13 Regional Breakdown % of firms which are not aware of all the personal devices being used by staff on behalf of the business 68% 59% 46% 54% European average for being aware of all the devices their staff are using for business purposes stands on 43% 13

14 The Global Market Potential Conclusions The market is still nascent The growing numbers of smartphone usage continuously enlarge the potential for remote support solutions. IT officers lack the tools for smartphone technical support, yet are troubled with the effect of smartphone use on IT systems and data security 14

15 The Smartphone Market Effect MDM Market is directly affected from trends within the Smartphone market Vendors More than 30 global smartphone vendors More than 10 mobile operating-system platforms The Top 4: Apple, Android, RIM and Symbian Together control 89% of the market Source: Gartner Research, April

16 The Smartphone Smartphne Market Effect Platform Manageability In some cases manufacturer design limits manageability of device As a result: MDM solutions cannot and in practice do not address each platform the same way High-Diversity of Products, Solutions & Approaches Requirements and definitions are changing rapidly Source: Gartner Research, April

17 Main Challenges Price of Product is still a barrier for many SMEs. Variance of population and devices within SMEs makes it difficult to find a single MDM solution capable of handling all devices and organizational needs. There is even more variance between SMEs and their needs of the MDM platform. This means high costs of adapting the solution to clients. 17

18 Inherent Weaknesses in the Service The service is based on internet connectivity between the device and the support center, yet a large percentage of smartphones malfunctions are related to internet services. To enable full support it is necessary to re-install a new version of the manufacturer s firmware. In other words, entrance to markets is always gradual. 18

19 Global Competitors (1) AirWatch LogMeIn Zenprise MobileIron BoxTone AetherPal (W2BI) Bomgar FancyFon RSupport SOTI Capricode Excitor Fiberlink Communications Fixmo From Distance Good Technology IBelem MFormation 19

20 Global Competitors (2) Mobile Active Defense Motorola Odyssey Software Smith Micro Software Sybase Symantec Tangoe The Institution Ubitexx McAfee 20

21 Spotlight : 5 Leading Competitors AirWatch LogMeIn Zenprise MobileIron BoxTone 21

22 AirWatch Founded in 2003 Atlanta, Georgia Privately funded by Manhattan Associates (Nasdaq: MANH) Mobile device management (MDM) WLAN management software solutions Machine-to-Machine (M2M) management software 22

23 AirWatch Estimated Total Revenue during 2010: $18 Million MDM Revenue during 2009: $3.1 million OS Supported: Android ios BlackBerry Windows Mobile Windows 7 Symbian 23

24 AirWatch Main Focus in the MDM business: Device status monitoring & help desk controls Key Customers: The Coca-Cola Co. General Electric Home Depot Intermec Rollins (Orkin) Homecare Homebase Adidas 24

25 AirWatch Employees: +300 Employee base expanded in 40% during 1 st half of 2010 More than 80% of total revenue is generated in North America Users report poor post-sales support 25

26 LogMeIn Founded in 2004 (as 3am Labs Inc.) Massachusetts IPO in July 2009 NASDAQ: LOGM.O Main Shareholders: Intel Capital (5.4%) Prism Venture Partners (23.8%) Polaris Venture Partners (21%) 26

27 LogMeIn Business Partnership with BoxTone Leading MDM Service (since Sept. 2010) >> R&D in Hungary European Sales & Marketing in The Netherlands 27

28 LogMeIn Revenue Q3, 2011: $31 Million Operating Expenses: $18 Million Net Income Q3 2011: $1.1 Million OS Supported: BlackBerry Windows Mobile Symbian ios 28

29 LogMeIn by Sept. 30, 2010 Total Revenue: $70.1M Contracts: Operating Intel - Expenses: $51.6M Net Income: $15.7M by Sept. 30, 2011 Total Revenue: $87.1M Operating Expenses: $73.7M Net Income: $

30 LogMeIn LogMeIn Resecue+ Mobile Support 30

31 LogMeIn LogMeIn Customers (PC & MDM Services 31

32 ZenPrise Founded in 2003 Redwood City, CA Privately held by six investing firms Bay Partners, Greylock Partners, Ignition Partners, Mayfield Fund, Rembrandt Venture Partners and Shasta Ventures 32

33 ZenPrise 1 st Round Raise: $11 Million Since 2003 investment reached $65 Million Most recent funding raise - 10/ ended up with $30 Million investment, led by Greylock Partners 33

34 ZenPrise Focused Solely on MDM A large customer base with installed MDM solution 10/ Acquired Sparus Software, a small French security & MDM company. Main Motivation for Acquisition: Better support for mobile security & encryption 34

35 ZenPrise A relatively wide set of capabilities including encryption of application traffic Supported Platforms: iphone, BB, Android, Windows Mobile, Symbian Desk Support Application Deployment Versioning Cost Control & Usage Monitoring Web Content Filtering Automated Defense Capabilities 35

36 ZenPrise European Headquarters in Paris, France Product Protfolio: MobileManager - A Device Lifecycle Management Tool Employees: 90+ ZenCloud - Secure Access to Business Applications & Data 36

37 MobileIron Founded in 2007 (Mountain View, California) Privately Held by VC Firms Foundation Capital Big Basin Partners LP Sequoia Capital Storm Ventures Norwest Venture Partners 37

38 MobileIron More than $36M raised in 4 funding rounds. $16M raised during Last Round - 8/2010 March 2008: $8.8M (Round A) August 2009: $11M (Round B) 38

39 MobileIron Product Launched in September 2009 Main Markets: North America & Western Europe Strong Pre-Sales and Post-Sales Groups Rapid growth in sales Strong Client Relationship Source: Gartner Research Report, April

40 MobileIron Estimated Revenue FY2010: $10 M Employees: +60 Along 2009 approx. 50% of sales in the US derived from partnerships ( channels ). The company aimed to 80% of sales through channels in Source: IDC Research,

41 MobileIron Development Center in Hyderabad, India Contracts: EMEA Intel - Office in The Netherlands Asia Office in Japan OS Supported: Android ios BlackBerry WebOS Windows Mobile Windows Phone Symbian 41

42 MobileIron Date Acquirer Target Company May 2010 Deal Value Solution Type SAP Sybase $5.8 Billion Mobile platform/ MDM May 2010 McAfee Trust Digital Not disclosed MDM/mobile security January 2010 Good Technology CloudSync Not disclosed Cloud-based MDM February 2009 Visto Good Technology Not disclosed Enterprise mobility platform Source: IDC Research,

43 MobileIron Date Acquirer Target Company Deal Value Solution Type January 2009 Tangoe InterNoded Not disclosed MDM April 2007 Symantec Altiris $830 Million MDM February 2007 HP Bitfone Not disclosed MDM November 2005 Nokia Intellisync $430 Million MDM Source: IDC Research,

44 BoxTone Founded in 2000 (Columbia, Maryland) Privately Held, VC Backed Strong support for BlackBerry Aggressive and competitive MDM street price 44

45 BoxTone Estimated Revenue 2010: $8.4 Million Estimated Revenue 2007: $3.1 Million Raised $7.5 Million from Lazard Technology Partners, in August

46 BoxTone BoxToneMobile Service Management Solution offers access to LogMeIn+Rescue >> Employees: 60+ Lately partnered with 3LM to deliver an embedded security & management platform for Android devices (10/2011)>> 46

47 BoxTone Wireless Carrier Partners: Verizon Wireless AT&T Contracts: Wireless Sprint Intel - Vodafone Telefonica T-Mible OS Supported: BlackBerry Android ios Windows Mobile Symbian 47