R2 Labs supports many of the world's most recognized brands. R2 Labs is a leading provider of research and strategy consulting services to many of the world's most recognized brands including the leading institutional investors and equity capital fund managers, the top global strategy consulting firms and institutions, as well as global enterprise leadership teams across a wide range of industries and verticals. Services include operations, technology and strategy consulting, management and decision sciences, and market segment and information technology research advisory services. R2 Labs R2 Labs supports many of the world’s most recognized brands. Info@R2Labs.net | www.R2Labs.net

1. Cloud Innovators
Introduction: R2 Labs is a leading provider
of research and strategy consulting
services to many of the worlds most
recognized brands including the leading
institutional investors and equity capital
fund managers, the top global strategy
consulting firms and institutions, as well as
global enterprise leadership teams across a
wide range of industries and verticals.
Services include operations, technology Get Started
and strategy consulting, management and
decision sciences, and market segment
and information technology research
advisory services.
R2 Labs | R2 Labs supports the worlds most recognized brands
Ph 404.433.9500 | Info@R2Labs.net | www.R2Labs.net

2. Cloud Innovators

3. Leading Innovators
Security Consumer Cloud
Cisco Systems, IBM Apple iCloud
Open Source Service Providers
Rackspace, RedHat China Telecom, Orange, ATT, Verizon
Mobile Graphics Chips Turn-key Enterprise Hybrid Clouds
NVIDIA; Calxeda; ARM Apple, Google, Amazon,VMWare
Cloud Applications Content Management System (CMS) Providers
Google, LinkedIn, Facebook Bridgeline Digital
Virtualization Specialty Cloud Software
VMware (Nicira); Oracle (Xsigo); Regulatory Functions
Big Data Center Providers
Akamai

4. Cloud Innovators
Security

5. Subsegments in Cloud Services
Security
Storage
Big Data Storage SW
Big Data HW
Networking
Data Center
Cloud Provider
0 5 10 15 20
Source: GigaOM

6. Cloud Computing Security & Management
Unified Threat Management UTM
Cisco Systems, IBM, Check Point, Clavister, Cyberoam, Fortinet, gateProtect,
Juniper Networks, Kerio Technologies, Netasq, Netgear, SonicWALL, Sophos,
Trustwave, WatchGuard
Identify & Access Management Encryption
CA Technologies, Okta, RightScale, Symantec McAfee, Trend Micro
Appliances On-premise Application Testing
Check Point Veracode
Realtime Monitoring of Events & System States Data Recovery
CloudPassage, BMC (Numara) Acronis
Firewalls Data Recover Expert Resources
Dome9, NTT, Akamai (Kona) EVault

7. Cisco Systems
Focus Opportunity
Unified Threat Management UTM The Gold Standard
Challenges Competition
Capabilities of Competitors Increasing;
Price
Capacity; Small Company Solutions

8. Cloud Innovators
Opensource

9. Rackspace
Free customers from the vendor lock-in that they face at
other major cloud providers.
- Lanham Napier, CEO

10. Rackspace
Focus Opportunity
Rackspace Hosting & Open Source Risk, Scaleability, Flexibility, New Features
Software (DaaS), Integrated Solutions (Layers)
Challenges Competition
Amazon Web Services
Size (Price Pressure) Relative to
Microsoft’s Azure Service
Competition

11. Rackspace Cloud Servers (Open IaaS)
Risk Management
Best Practice: Multiple Providers for Continuous Business Operations
Amazon Outages: Architectural Glitches Beyond Weather?
Recent Amazon Defections (10%?) to Rackspace (Openstack) Cloud Servers
Migration to Cloud Servers Enables Faster Customer Scaleability
Cloud Servers platform enables RAX to target much larger server
deployments as it is 25x faster for server create requests vs RAX’s existing
cloud platform (200 Servers up and running in 20 minutes).
New Features
Database As A Service, Increased Adoption & Revenue
(1 database server for every 3-4 web servers)
Flexibility
Open & Ubiquitous, Easily Migrate-able (more acquirable / integrate-able ?)
Integrated Solutions (Layers)
AWS offers through Eucalyptus and Nimbula.

12. Cloud Innovators
Mobile Graphics Chips

13. ARM Server Hardware
Small Socket Server Innovators
ARM
NVIDIA
Calexida

14. ARM Server Hardware
The most significant thing is the way data centres are
going...with the Amazons and the Facebooks and their
Chinese equivalents, there's been a shift in how the whole
software ecosystem has been built out. Although software
packages such as Windows Server are currently designed
solely for the x86 platform, Linux and apps built for it can
happily run on ARM processors. Instead of traditional
software packages from Oracle, Microsoft and SAP, there is
a combination of user owned software and open source....
- Ian Ferguson, ARM

15. ARM Server Hardware
For a non-x86 architecture, there's an opportunity to
compete, with less ties to x86 binaries and things like that.
Clearly,Windows has a very strong position in the
enterprise server markets, but in the cloud it's heavily
centred around Linux.
- Ian Ferguson, ARM

16. ARM
Focus Opportunity
Cross-platform Computer Graphics
Capitalize on Evolving Independence
Small Socket Servers ARM® Mali™-T604 graphics from x86 Architecture
processing unit
OpenCL (Open Computing Language)
Challenges Competition
Chip Performance & Speed to Market
Chip performance against NVIDIA and
Conformance for Full Profile OpenCL Calxeda?
(First to Submit)

17. ARM
Small Socket Servers: 21% of Server Market by 2016 (95% CAGR)
9
9
6.75 6.5
Source: Oppenheimer
Units
(000) 4.5
3
2.25 1.5
0.5
2012 2013 2014 2015 2016

18. Cloud Innovators
Cloud Apps

19. Google
Focus Opportunity
Audience Size,Value, Monetization
Cloud Apps (No longer about scale or speed to
market)
Challenges Competition
Extracting Value
Keeping costs in line (LinkedIn,
Facebook)
What & how much will users pay for?

20. Cloud Innovators
Virtualization

21. VMware
Focus Opportunity
Value (ROI)
Data Center Virtualization Software Efficiencies of Scale
Optimization
Challenges Competition
?? Oracle (Xsigo);

22. Cloud Innovators
Big Data Center

23. Akamai
Focus Opportunity
Big Data Centers Fast
Challenges Competition
? ?

24. Akamai
Global Mobile Data Traffic
Exabytes Per Month: 78% CAGR 2011-2016
12
10.8
9
Source: Cisco Systems
Units
6 6.9
(000)
4.2
3
2.4
1.3
0.6
2011 2012 2013 2014 2015 2016

25. Akamai
Netflix
Pandora
Data Consumption Facebook
Web
Email
400
300
Source: Cisco Systems
Units
(000) 200
100
Email+Web +Facebook +Pandora +Netflix

26. Cloud Innovators
Consumer

27. Apple iCloud
Designed by Apple in California

28. Questions?

29. Get Started
R2 Labs
Ph 404.433.9500 | Info@R2Labs.net | www.R2Labs.net
R2 Labs supports the worlds most recognized brands
San Francisco | Los Angeles | Boulder | Atlanta | London
R2 Labs | R2 Labs supports the worlds most recognized brands
Ph 404.433.9500 | Info@R2Labs.net | www.R2Labs.net