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Day1 Forrester Cloud Presentation
 

Day1 Forrester Cloud Presentation

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    Day1 Forrester Cloud Presentation Day1 Forrester Cloud Presentation Presentation Transcript

    • 1 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • How Cloud Computing is Transforming MicrosoftJohn R. RymerFebruary 1, 20112 © 2009 Forrester Research, Inc. Reproduction Prohibited 2011
    • Cloud is the 3rd bet-the-company transformation in Microsoft‟s history.3 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Agenda1. Microsoft’s cloud computing pivot2. How Microsoft is progressing with its cloud pivot3. What Microsoft‟s cloud pivot means to you4. Microsoft‟s latest attempt at mobile relevance5. The role of CRM and other applications6. My top 10 questions4 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Microsoft‟s goal: Make the latest industry transition Build broad new development platform. Transition current businesses to a common cloud-based platform. Expand into new markets. Raise the @#$%&! stock price.5 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • 6 © 2011 Forrester Research, Inc. Reproduction Prohibited Source: Charleston Post and Courier, March 7, 2008
    • Microsoft‟s goal: IT as a service IT Utility Applications Data Annuity revenue Runtime Pay, expand as you go Middleware SLAs OS Open Virtualization Hybrid clouds Servers Storage Networking7 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Let‟s take a step back: What is cloud computing? A standardized IT capability (services, software, or infrastructure) delivered as-a-service via Internet technologies in a self-service and pay- per-use model. Elastic capacity Self- Virtualized service Pay as you Multitenant go8 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • 3 consumption models: IaaS, PaaS, and SaaS IaaS PaaS SaaS Applications Applications Applications Data Data Data Runtime Runtime Runtime Middleware Middleware Middleware OS OS OS Virtualization Virtualization Virtualization Servers Servers Servers Storage Storage Storage Networking Networking Networking9 © 2011 Forrester Research, Inc. Reproduction Prohibited IT manages Vendor manages
    • How Microsoft cloud is related to on-premise productsServices Customer orPlatform Microsoft Service Provider Microsoft or Service Provider CustomerServerPlatform Service Provider 10 © 2011 Forrester Research, Inc. Reproduction Prohibited Customer
    • How cloud is changing Microsoft‟s business model PC Many devices Windows Azure .NET Open Web Office + SharePoint, UC EAs + Subscriptions, ads Software + Services, hardware11 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • The strategy targets new enemies Core .NET Core Java The Open Web12 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • The .NET vs. Java battle is over Source: Forrsight Software & Services Survey, Q3 201013 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Agenda 1. Microsoft‟s cloud computing pivot 2. How Microsoft is progressing with its cloud pivot 3. What Microsoft‟s cloud pivot means to you 4. Microsoft‟s latest attempt at mobile relevance 5. The role of CRM and other applications 6. My top 10 questions14 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Microsoft‟s cloud portfolio for business is large and growingPRODUCTIVITY COMMUNICATIONS COLLABORATION BUSINESS APPS MANAGEMENT STORAGE PLATFORM 15 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Microsoft‟s cloud strategy is very broadOffice  Communications   Collaboration   Business Apps    Management  Database   PaaS     IaaS   Appliances  16 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Awareness of Microsofts cloud is high, but 3rd Which vendor(s) does your firm currently use/plan to use for pay-per-use hosting of virtual servers?Amazon Web Services (AWS) Elastic Compute Cloud (EC2) 40,5% Google App Engine 26,0% Microsoft 24,9% IBM 19,7% HP (including EDS) 17,5% Don‟t know 15,6% Rackspace/Mosso 15,2% Other 12,6% Dell 12,6% Verizon Business 10,4% salesforce.com‟s VMforce 10,0% AT&T Synaptic Hosting or Compute 8,6% Terremark 4,5% Savvis 3,7% • Confusion of cloud and Capgemini 3,0% hosting is rampant. GoGrid 1,9% The Planet • The market is highly 1,5% CSC 1,1% Skytap 0,7% fragmented. SoftLayer Technologies 0,4% Layered Tech 0,4% Flexiant FlexiScale (formerly Xcalibre) 0,4% Base = 269 North American and European IT executives and technology decision-makers that currently use or plan to use pay-per-use hosting of virtual servers Source: Forrester‟s Forrsights Hardware Survey, Q3 201017 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Developer engagement with cloud is nascent, and there‟s no clear platform winner yet “Are you developing for the cloud?” Yes (8.6%) “Which cloud-style service provider is your primary deployment target?” Microsoft Azure 32% No (91.4%) Amazon EC2 24% Google AppEngine 15% IBM 3% Salesforce 4% Base:1023 App dev professionals Forrester – Dr. Dobbs Developer Technographics Q3 10 Slicehost 1% AT&T 1% Other 21% Base: 81 development professionals deploying to the cloud – Dr. Dobbs DevTechnographics Q3 1018 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • There‟s more interest in IaaS than PaaS “What are your firm’s plans to implement or expand its use of PaaS/cloud computing/virtual servers?” ██ Dont know ██ Planning to implement in a year or more ██ Not interested Interested but no plans Not interested ██ Planning to implement in the next 12 months Dont know ██ Interested but no plans ██ Implemented, not expanding in a year or more Planning to implement Planning to implement in the next 12 months Implemented, not expanding ██ Expanding/upgrading implementation Total 3% 4% >= planningPaaS (software buyers) 17% 26% 38% 8% 5% 20% 3% IaaS (software 12% 19% 37% 14% 9% 7% 33% buyers) 3% 4% 1% IaaS (hardware buyers)* 42% 43% 6% 1% 12% (percentages may not total 100 because of rounding) Base: 1,007 North American and European enterprise IT executives and software decision-makers Source: Enterprise And SMB Software Survey, North America And Europe, Q4 2009 *Source: Enterprise And SMB Hardware Survey, North America And Europe, Q3 2009 19 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • What if cloud isn‟t a product yet Enterprises Partner Microsoft knows need ecosystem not SKUs and EAs consultation to yet fully adopt engaged Result: High Adoption is Pressure for cost of sales slower than more solution and unnatural needed “SKUs” motions20 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Wanted: Cloud-building experts  Chief Software Architect  President of Server & Tools Division  President of Microsoft Business Division Contact steveb@microsoft.com21 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Microsoft cloud SWOT Strengths Weaknesses • Started early. • Leadership in flux. • Large cloud portfolio. • PaaS bet not paying off. • Office 365. • Broad strategy unfolding slowly. • Hugely profitable. • Azure requires rare talents. • Reasonable vision. • Marketing limited by old thinking. • Security/compliance requirements • Geographic reach. • Ecosystem not yet engaged. • Beat IBM and Oracle to enterprise • Google cloud • Amazon • Deeply penetrate telecoms • Salesforce.com • Bridge consumerization gap • VMware • Extend Office franchise • Open Web, open source • Profit from the next platform • Apple Opportunities Threats22 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Agenda 1. Microsoft‟s cloud computing pivot 2. How Microsoft is progressing with its cloud pivot 3. What Microsoft’s cloud pivot means to you 4. Microsoft‟s latest attempt at mobile relevance 5. The role of CRM and other applications 6. My top 10 questions23 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • What‟s in Microsoft‟s cloud for you? Rewards Deployment speed Financial alignment Outsource your hassles Safety valve for peak loads Easy sharing24 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • What risks do you have to overcome? Rewards Risks Deployment speed Security, compliance Financial alignment Loss of control Outsource your hassles Integration challenges Safety valve for peak loads Vendor lock-in Easy sharing Total cost25 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • How to think about private vs. public cloud Public Cloud Existing Data Center Private Cloud, Hosted Cloud26 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Deciding whether and how to “cloud” Applications Security & and Compliance workloads Funding, Operational economics controls27 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Agenda 1. Microsoft‟s cloud computing pivot 2. How Microsoft is progressing with its cloud pivot 3. What Microsoft‟s cloud pivot means to you 4. Microsoft’s latest attempt at mobile relevance 5. The role of CRM and other applications 6. My top 10 questions28 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Microsoft targeting mobile in the enterprise, doing pretty well August 2010 “Define Your Mobile Development Strategy”29 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • More than 7 In 10 shops allow some employees to choose their deviceDecember 2010 “Mobile Development Goes Multiplatform” 30 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Can Microsoft miss the young SuperConnecteds? 25- To 34-year-olds that make most intensive use of mobile devices. November 2010 “Europe Mobile Technographics®: 2010”31 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Microsoft will also need developers, is behind December 2010 “Mobile Development Goes Multiplatform”32 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Agenda 1. Microsoft‟s cloud computing pivot 2. How Microsoft is progressing with its cloud pivot 3. What Microsoft‟s cloud pivot means to you 4. Microsoft‟s latest attempt at mobile relevance 5. The role of CRM and other applications 6. My top 10 questions34 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • We have a winner! Microsoft CRMForrester Wave™:CRM Suites For LargeOrganizations, Q2 10 June 2010 “The Forrester Wave™: CRM Suites For Large Organizations, Q2 2010”35 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • And again …Forrester Wave™:CRM Suites ForMidsizedOrganizations, Q2 10 June 2010 “The Forrester Wave™: CRM Suites For Midsized Organizations, Q2 2010”36 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • But Microsoft‟s portfolio also contains dudsForrester Wave™:B2C eCommercePlatforms, Q4 „10 October 2010 “The Forrester Wave™: B2C eCommerce Platforms, Q4 2010”37 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • My top 10 questions 1. Why the leadership changes? What‟s the plan? 2. How will Microsoft unlock the cloud development (PaaS) opportunity? 3. Which of my OLTP apps can I easily host in Azure? 4. Will enterprise cloud adoption require more consulting services than Microsoft has typically provided? 5. What is the plan to create more Dynamics “winners” like CRM?38 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • My top 10 questions 6. Will Microsoft support iPhone and Android native development using Azure? 7. Will Microsoft create a Java strategy for Azure? 8. Is the Windows franchise different from the Azure franchise? Explain. 9. Will Microsoft guarantee the security of my apps, the privacy of my data, and the compliance of my processes? How? 10.Will my costs go down if I use Microsoft‟s cloud? Explain.39 © 2011 Forrester Research, Inc. Reproduction Prohibited
    • Thank youJohn R. Rymer With contributions from:+1 650-581-3857 James Staten (jstaten@forrester.com)jrymer@forrester.com Jeffrey Hammond (jhammond@forrester.com)Twitter: @johnrrymer Julie Ask (jask@forrester.com)www.forrester.com Bill Band (bband@forrester.com) © 2009 Forrester Research, Inc. Reproduction Prohibited