• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Cloud Sd Forum Preso Krishna
 

Cloud Sd Forum Preso Krishna

on

  • 755 views

Presented this overview on cloud computing as an opener to a VC panel I moderated discussing cloud investments and m&a opportunites at SDForum\'s cloud SIG meeting in May 2009

Presented this overview on cloud computing as an opener to a VC panel I moderated discussing cloud investments and m&a opportunites at SDForum\'s cloud SIG meeting in May 2009

Statistics

Views

Total Views
755
Views on SlideShare
707
Embed Views
48

Actions

Likes
0
Downloads
0
Comments
0

2 Embeds 48

http://www.linkedin.com 35
https://www.linkedin.com 13

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Cloud Sd Forum Preso Krishna Cloud Sd Forum Preso Krishna Presentation Transcript

    • Cloud computing: Introduction, M&A use cases Krishna Subramanian Sr Director Sun Microsystems krishnas@sun.com 408.209.9483
    • Computing shifting to the cloud First Wave: Software-as-a-Service, Web 2.0 Legacy New Leaders Infrastructure-as-a-service Market Drivers: -Efficiency SaaS, Web 2.0 -Green Tech -Virtualization -Open-source Storage Internet Servers Enterprise – To: Cloud-based, shared, general-purpose – Shift from existing: – Creates new leaders In-house, dedicated, custom-built Google, eBay, Salesforce, Amazon... apps – SaaS $11B in 2011, 20% CAGR – 1/3 Enterprise spend by 2012 in SaaS – Web2.0 from $24B in ’07 to $40B in ’08 By: Krishna Subramanian krishnas@sun.com
    • Next wave: Cloud computing By 2011, 40% of IT infrastructure will be bought as-a-service - Gartner Merrill Lynch estimates $130B+ market opportunity in next 3-5 years IDC estimates cloud services to grow to $42B in 2012, at 5 times the growth of traditional IT, with a CAGR of 27% Infratructure-as-a-Service Custom Datacenter Custom Datacenter Custom Datacenter Custom Datacenter Custom Datacenter By: Krishna Subramanian krishnas@sun.com
    • What is cloud computing? • Business model shift Pay-as-you-go options, shift from CapEx to OpEx • Technology shift • Virtualized - drives economies of scale, creates some level of sharing • Elastic - grows & shrinks with your needs • Accessible via a network - does not require proximity By: Krishna Subramanian krishnas@sun.com
    • Forecast: Many Clouds... Private/ Public Specialized Clouds Clouds – Elastic datacenters: – Government clouds – e.g. Amazon AWS, Sun, Mosso, – e.g. DoD’s cloud Joyent, Flexiscale, etc. – Enterprise clouds – Hosting 2.0 – e.g. Morgan Stanley’s cloud – Geo-specific clouds – Private ecosystem clouds – Platform-as-a-Service – e.g. Force.com, Intuit Quickbase – Application-specific/vertical clouds By: Krishna Subramnian krishnas@sun.com
    • Cloud Opportunities Software-as-a- Provide apps as a service Service Examples: SalesForce, SuccessFactors, Zoho, etc Platform-as-a- Provide development and runtime environments for cloud apps. Service Examples: Google AppEngine, Force.com Provide key hardware/infrastructure elements on demand (e.g. Infrastructure- storage, compute, database, etc) as-a-Service Examples: Amazon, Sun, GoGrid Provide technology to enterprises/cloud service providers to help Supplier them build out one of the above stacks Examples: VMWare, Sun, IBM By: Krishna Subramnian krishnas@sun.com
    • Is cloud disruptive? • Larger players have setup new business units for cloud • New architecture requires a redesign for players big and small • New business models require realignment on sales strategies • New markets (e.g. SMB’s, Emerging countries) growing faster than traditional large customer segments • This creates opportunities for new startups • Especially in areas that require specialized expertise/IP, and do not require massive infrastructure buildout By: Krishna Subramnian krishnas@sun.com
    • Cloud m&a examples • EMC acquired Mozy, an online backup service founded in 2005 with $3.8M, for $76M in 2007. • EMC acquired Pi in 2008, its CEO Paul Maritz now heads VMWare. • Opsource acquired LeCayla for cloud billing in 2008 • Sun acquired Q-layer, a provider of cloud management, in January 2009. Why? • Time-to-market • Expertise By: Krishna Subramnian krishnas@sun.com
    • Cloud computing: Introduction, m&a use cases Krishna Subramanian Sr Director Sun Microsystems krishnas@sun.com 408.209.9483