CloudCamp London 3 - 451 Group - William Fellows

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The Sky’s The Limit

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CloudCamp London 3 - 451 Group - William Fellows

  1. 1. The Sky’s The Limit William Fellows, Principal Analyst The 451 Group
  2. 2. <ul><li>Founded in 1999 </li></ul><ul><li>Analyzing the business of enterprise IT innovation </li></ul><ul><li>900+ customers across … </li></ul><ul><ul><li>Vendors </li></ul></ul><ul><ul><li>Investors (including 150 VCs and 80 investment banks) </li></ul></ul><ul><ul><li>Service-providers (SIs, consulting, etc.) </li></ul></ul><ul><ul><li>End users </li></ul></ul><ul><li>Offices in New York (HQ), Boston, London, San Francisco </li></ul><ul><li>95+ total employees with 40+ analysts </li></ul><ul><li>Tier 1 Research service focused on IT services </li></ul><ul><li>Operate 4 major events per year </li></ul><ul><li>Innovation is our organizing principle </li></ul>The 451 Group: Who we are and who uses us?
  3. 3. How much difference a year makes!
  4. 4. Cloud computing is: - Utility 2.0 - IT as a service - Third way
  5. 5. Cloud Computing is Utility 2.0
  6. 6. Cloud Computing is IT As A Service
  7. 7. Cloud Computing is The Third Way
  8. 8. Drivers of adoption <ul><li>‘ Green tape’ </li></ul><ul><li>Flexibility </li></ul><ul><li>Eco-efficiency </li></ul><ul><li>- Credit crunch business imperatives </li></ul><ul><ul><li>CapEx to OpEx, </li></ul></ul><ul><ul><li>Fixed cost to variable cost </li></ul></ul><ul><li>Improved time to market </li></ul><ul><li>Cloudonomics - more proof? </li></ul><ul><li>- SaaS has blazed a trail </li></ul>
  9. 9. Barriers to Adoption <ul><li> ‘ Red tape’ </li></ul><ul><ul><li>- Trust: security, availability, SLAs </li></ul></ul><ul><ul><li>- Regulatory compliance </li></ul></ul><ul><ul><li>Cost vs. in-house. Is it cheaper? </li></ul></ul><ul><ul><li>Standards, migration, integration </li></ul></ul><ul><ul><li>- Legacies, appetite for change </li></ul></ul><ul><ul><li>- Hostile software licensing regime </li></ul></ul><ul><li>Power, ownership, control, job security </li></ul><ul><li>Risk </li></ul><ul><li>Hype </li></ul>
  10. 10. Public Cloud Computing Adoption
  11. 11. What Public Cloud Computing Is Used For
  12. 12. Cloud Computing Vendor Forecast
  13. 13. Plans to Deploy Internal Cloud
  14. 14. What Internal Clouds Will Be Used For
  15. 15. Internal Cloud Computing Vendors
  16. 16. Public Clouds New Cloud Army Managed Hosters Going to Cloud <ul><li>Amazon Web Services </li></ul><ul><li>Microsoft Azure </li></ul><ul><li>Google App Engine </li></ul><ul><li>Joyent Accelerators </li></ul><ul><li>Sun </li></ul><ul><li>Zimory </li></ul><ul><li>Digital Ribbon </li></ul><ul><li>Rackspace Cloud Sites </li></ul><ul><li>XCalibre FlexiScale </li></ul><ul><li>ServePath GoGrid </li></ul><ul><li>ElasticHosts </li></ul><ul><li>Claranet </li></ul><ul><li>OpSource </li></ul><ul><li>LayeredTech </li></ul><ul><li>AT&T Synaptic Hosting </li></ul><ul><li>Peer1 </li></ul><ul><li>Verio </li></ul><ul><li>Savvis </li></ul><ul><li>BT </li></ul><ul><li>Terremark </li></ul><ul><li>Stratascale’s Ironscale </li></ul><ul><li>Verizon Business </li></ul><ul><li>SunGard </li></ul><ul><li>T-Systems </li></ul><ul><li>Jamcracker </li></ul><ul><li>HP – EDS/IaaS/FCS </li></ul><ul><li>Layered Technologies </li></ul><ul><li>IBM Deep Computing on Demand </li></ul>
  17. 17. Private Cloud Infrastructure Incumbents Innovators/Disruptors <ul><li>EMC </li></ul><ul><li>HP </li></ul><ul><li>IBM Blue Cloud </li></ul><ul><li>Sun </li></ul><ul><li>Cisco Data Center 3.0 </li></ul><ul><li>Dell Hyperscale </li></ul><ul><li>VMware </li></ul><ul><li>Citrix </li></ul><ul><li>3Tera </li></ul><ul><li>Enomaly </li></ul><ul><li>Eucalyptus </li></ul><ul><li>Q-Layer (Sun) </li></ul><ul><li>DynamicOps </li></ul><ul><li>Arjuna </li></ul><ul><li>Cassatt </li></ul>
  18. 18. Storage and Desktop Clouds <ul><li>Nirvanix </li></ul><ul><li>Box.net </li></ul><ul><li>Layered </li></ul><ul><li>EMC – Atmos, Mozy </li></ul><ul><li>Dell (Datasafe) </li></ul><ul><li>Google G-Drive </li></ul><ul><li>Hewlett-Packard Upline </li></ul><ul><li>Microsoft Mesh </li></ul><ul><li>Desktone </li></ul><ul><li>Moka Five </li></ul><ul><li>Xcerion iCloud </li></ul><ul><li>Atlantis Computing </li></ul><ul><li>SIMtone </li></ul><ul><li>Stoneware </li></ul><ul><li>Google Apps </li></ul><ul><li>Zoho </li></ul>
  19. 19. Custom Clouds <ul><li>Google </li></ul><ul><li>Salesforce.com force.com </li></ul><ul><li>Intuit </li></ul><ul><li>Quickbase </li></ul><ul><li>LongJump </li></ul><ul><li>Coghead </li></ul><ul><li>Bungee </li></ul><ul><li>Rollbase </li></ul><ul><li>Systems integrators: </li></ul><ul><li>Capgemini (Amazon) </li></ul><ul><li>CSC (Terremark) </li></ul>
  20. 20. Cloud Control: On Ramps/Management <ul><li>RightScale </li></ul><ul><li>Elastra </li></ul><ul><li>Heroku </li></ul><ul><li>Scalr </li></ul><ul><li>Weoceo </li></ul><ul><li>Aptana </li></ul><ul><li>Kaavo </li></ul><ul><li>CohesiveFT </li></ul><ul><li>Coghead </li></ul><ul><li>BungeeLabs </li></ul><ul><li>Cycle Computing </li></ul><ul><li>Cloudera </li></ul><ul><li>Alley Corp 10gen </li></ul><ul><li>Appjet </li></ul><ul><li>EngineYard </li></ul><ul><li>Cloudsmith </li></ul><ul><li>Morph Labs </li></ul><ul><li>GridGain </li></ul><ul><li>Apatar </li></ul><ul><li>Smugmug </li></ul><ul><li>Ylastic </li></ul><ul><li>Appinet </li></ul>
  21. 21. Cloud Control Test Lab Automation <ul><li>Skytap </li></ul><ul><li>Surgient </li></ul><ul><li>SOASTA </li></ul><ul><li>Stonebond </li></ul>Management <ul><li>Hyperic CloudStatus </li></ul><ul><li>Reductive Labs’ Puppet </li></ul><ul><li>Collectd </li></ul><ul><li>Ylastic </li></ul>Cloud Cover <ul><li>RightScale </li></ul><ul><li>Zimory </li></ul><ul><li>Cloudsoft </li></ul><ul><li>Constellation </li></ul>Image Manufacture/Appliances <ul><li>CohesiveFT </li></ul><ul><li>FastScale </li></ul><ul><li>rPath </li></ul>
  22. 22. Private Cloud Infrastructure/Grid Compute Cloud Data Cloud <ul><li>DataSynapse </li></ul><ul><li>Platform </li></ul><ul><li>Univa UD </li></ul><ul><li>EverGrid </li></ul><ul><li>Sun Grid Engine </li></ul><ul><li>Cluster Resources </li></ul><ul><li>Condor </li></ul><ul><li>Globus toolkit </li></ul><ul><li>Altair </li></ul><ul><li>GigaSpaces </li></ul><ul><li>Oracle Coherence </li></ul><ul><li>GemStone GemFire </li></ul><ul><li>IBM XS/ ObjectGrid </li></ul><ul><li>Microsoft Velocity </li></ul><ul><li>Alachisoft </li></ul><ul><li>Digipede </li></ul><ul><li>Cacheonix </li></ul><ul><li>ScaleOut </li></ul><ul><li>Terracotta </li></ul>
  23. 23. Virtualization <ul><li>VMware </li></ul><ul><li>Citrix </li></ul><ul><li>Parallels </li></ul><ul><li>Red Hat KVM, Xen </li></ul><ul><li>Microsoft </li></ul><ul><li>Sun xVM and Solaris Containers </li></ul><ul><li>Oracle OVM </li></ul><ul><li>Novell Xen </li></ul>
  24. 24. Cloud Utilities Billing <ul><li>Aria </li></ul><ul><li>SatoriTech </li></ul><ul><li>OpSource (LaCayla) </li></ul><ul><li>Parallels H-Sphere </li></ul>Security: SMB <ul><li>McAfee </li></ul><ul><li>Watchfire </li></ul><ul><li>Jamcracker </li></ul>Security: Enterprise <ul><li>Amazon DevPay </li></ul><ul><li>eVapt </li></ul><ul><li>Vindicia </li></ul><ul><li>Zuora </li></ul><ul><li>VKernel </li></ul><ul><li>Evident Software </li></ul><ul><li>IBM CIMS Labs </li></ul><ul><li>Quest Software </li></ul><ul><li>Internet Security Systems </li></ul><ul><li>Clavister </li></ul><ul><li>Layer 7 </li></ul><ul><li>Grove Group </li></ul><ul><li>Symantec – Message Labs </li></ul><ul><li>Panda </li></ul><ul><li>Qualys </li></ul><ul><li>Scansafe </li></ul><ul><li>Vigilar </li></ul><ul><li>CohesiveFT </li></ul>
  25. 25. Cloud Apps <ul><li>EnterpriseDB </li></ul><ul><li>GigaSpaces </li></ul><ul><li>Oracle OnDemand </li></ul><ul><li>NetSuite </li></ul>Business Intelligence <ul><li>Vertica </li></ul><ul><li>Panorama </li></ul><ul><li>Rightnow </li></ul><ul><li>SOASTA </li></ul><ul><li>Relationals </li></ul><ul><li>Microsoft SQL SDS </li></ul><ul><li>Facebook </li></ul><ul><li>Blackboard </li></ul><ul><li>MySpace </li></ul><ul><li>Red Hat </li></ul><ul><li>Business Objects </li></ul><ul><li>Lixto </li></ul><ul><li>Birst </li></ul>
  26. 26. Government users US Defense Information Systems Agency's Global Information Grid (GIG) Rapid Access Computing Environment (RACE) DIA DoD CSC/Terremark - Trusted Cloud Apptis/Servevault - FedCloud
  27. 27. Enterprises working on internal clouds -potentially ‘cloudbursting’ BP Micron Technology UBS Economy Emerson Deutsche Bank Solvay Credit-Suisse VRM Eli Lilly Bechtel BT JP Morgan Chase Thales Citi T-Systems Merrill Lynch A.G. Edwards
  28. 28. Overcoming business challenges The economic argument is irresistible Pick suitable projects, demonstrate benefit, get buy-in - repeat! Hearts and minds - developers and business leaders Enfranchise cloud Imitate, emulate, replicate Sharing is not a dirty word!
  29. 29. Hmm, smells too rosy – what’s the downside? So what’s new here? Tips up incumbent management models Holistic approaches required – but economics don’t work Great expectations: can IT deliver? Grids and domains Those who have done it – did it themselves!
  30. 30. Recommendations For Users <ul><li>A way of using technology, not a technology itself </li></ul><ul><li>Enables execs to talk about big concepts in IT </li></ul><ul><li>Business case: </li></ul><ul><ul><li>Cost advantages vs. in-house </li></ul></ul><ul><ul><li>Are there big players with dependable clouds? </li></ul></ul><ul><ul><li>Reference use cases </li></ul></ul><ul><ul><li>Psst! It’s already being used in guerrilla projects </li></ul></ul><ul><li>Baked-in process change </li></ul><ul><li>Not for the technology fainthearted </li></ul><ul><li>Choose carefully, the cavalry is coming </li></ul><ul><li>‘ Our way or highway’: can a cloud accommodate contractual requirements? </li></ul><ul><li>Will your business model work in the cloud? </li></ul>
  31. 31. Recommendations For Vendors Bottle that magic! Gold rush – don’t miss a trick New brand opportunities eBay for computing Mid-market goes first? Make it friendly, stable and secure Better pricing models and holistic management approaches Users with enterprise utilities are likely to consider clouds Don’t undershoot the market - fungibility will take longer to achieve
  32. 32. Silver Linings <ul><li>Cloud is good for applications that: </li></ul><ul><ul><li>Have low bandwidth requirements </li></ul></ul><ul><ul><li>Only require ~99% uptime </li></ul></ul><ul><ul><li>Are latency-insensitive </li></ul></ul><ul><ul><li>Do not require especially stringent security </li></ul></ul><ul><li>Success of Amazon drives cloud (says Ozzie) </li></ul><ul><li>Cloudbursting </li></ul><ul><li>BYOC: enterprises love the model </li></ul><ul><li>Standards won’t hold up or advance cloud – economics will </li></ul><ul><li>Credit crunch, IT spending forecasts are good news for cloud </li></ul><ul><li>Trend and bandwagon, but it’s OK to fall in love </li></ul>
  33. 33. Thank You Get the reports, see our research [email_address]

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