Cloud computing: Introduction, M&A use cases
 Krishna Subramanian
 Sr Director
 Sun Microsystems
 krishnas@sun.com
 408.20...
Computing shifting to the cloud
First Wave: Software-as-a-Service, Web 2.0


      Legacy                                 ...
Next wave: Cloud computing
By 2011, 40% of IT infrastructure will be bought as-a-service - Gartner

Merrill Lynch estimate...
What is cloud computing?

• Business model shift


   Pay-as-you-go options, shift from CapEx to OpEx


• Technology shift...
Forecast: Many Clouds...

                                               Private/
              Public
                   ...
Cloud Opportunities


 Software-as-a-                      Provide apps as a service
     Service              Examples: S...
Is cloud disruptive?

• Larger players have setup new business units for cloud


   • New architecture requires a redesign...
Cloud m&a examples

• EMC acquired Mozy, an online backup service founded in 2005 with $3.8M,
  for $76M in 2007.


• EMC ...
Cloud computing: Introduction, m&a use cases
Krishna Subramanian
Sr Director
Sun Microsystems
krishnas@sun.com
408.209.9483
Upcoming SlideShare
Loading in …5
×

Cloud Sd Forum Preso Krishna

726 views

Published on

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

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
726
On SlideShare
0
From Embeds
0
Number of Embeds
114
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Cloud Sd Forum Preso Krishna

  1. 1. Cloud computing: Introduction, M&A use cases Krishna Subramanian Sr Director Sun Microsystems krishnas@sun.com 408.209.9483
  2. 2. 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
  3. 3. 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
  4. 4. 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
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. Cloud computing: Introduction, m&a use cases Krishna Subramanian Sr Director Sun Microsystems krishnas@sun.com 408.209.9483

×