The cloud computing market remains fragmented with many participants having differing strengths and resources, however some winners are beginning to emerge. Large companies like Amazon, Microsoft, Google and Salesforce have substantial assets and are developing strong cloud platforms across infrastructure, applications, and platforms. The document outlines the positioning of these and other cloud leaders as well as other technology companies in various segments of the cloud market.

1. “Cloud” Remains Highly Fragmented But Winners Beginning to Emerge
Enterprise
On-PremiseSaaS/HostedOn-PremiseSaaS/Hosted
Not historically available to Small Businesses on a meaningful level; has typically been limited to Enterprise deployments
Collab
Financials /
Accting
CRMBI / Analytics Vertical Apps
Payments /
Payroll
Human
Capital Mgmt
Applications Software
PaaS / App
Infrastructure
Marketing
Services
eCommerce /
Transactions
Online
Business
Optimization
Online Services
SMB
SCM / Spend
Mgmt
Exp /
Travel Mgmt
IaaS /
“Cloud”
Infrastructure
Cloud Services / Infras.
Java

2. SaaS
Developer
Mindshare
/IaaS
Monetization
IT Infrast. /
Services
OS/Server
Infrastructure
Storage /
Virtualization
Infrastructure
Cloud
Applications /
Infrastructure
IaaS /
Cloud Services
Enterprise
Software
Enterprise
Software
IT Infrast. /
Services
IT Infrast. /
Services
Networking Services
CRM,
Chatter,
Dimdim
Radian6
Gmail,
Google
Docs, Postini
Enterprise
Applications
(Coremetrics,
Unica)
Office,
Dynamics,
Sharepoint
Zimbra
Citrix
Online
Small Business
Services
Enterprise
Applications
(Siebel
OnDemand)
Enterprise
Applications
(ByDesign)
WebEx
CNQR, CTCT, INT
U, N, SFSF, TLEO,
Sungard, Workday
Box.net, Cloudera,
CSOD, Dropbox,
Eloqua, iContact,
Zendesk
Force.com,
AppExchange,
Heroku
AWS App Engine
WebSphere
/ Cast Iron
Systems
Azure SpringSource XenSource
BEA, ATG, J
ava
NetWeaver,
Sybase
Boomi ADBE, RHT
Appirio, Appistry,
Aptana, EngineYard,
Elastra, Eucalyptus
AWS App Engine
Hardware
Leadership &
Hosting
Azure
Virtualization
& Storage
Leadership
NetScaler,
XenSource
Comm
Infra. &
Hosting
Sun
Hardware
Leadership
Hardware
Leadership
Networking
Leadership
Go
Daddy, AKAM, FFI
V, RVBD, EQIX, R
AX
Cloud.com, Infobright,
Joyent, LLNW,
Nirvanix, Zeus,
Zuora
$2.2 $47.1 $27.6 $105.7 $71.8 $19.8 $2.2 - $37.1 $20.5 $130.3 $64.0 $44.1 $25.3
$1.2 $6.9 $38.8 $13.2 $52.3 $9.4 $1.6 - $23.5 $7.2 $12.7 $18.7 $43.2 $4.7
$21.4 $86.6 $173.6 $204.8 $208.5 $65.3 $16.1 - $168.2 $72.7 $80.5 $30.7 $90.2 $39.4
Large Participants Approaching Cloud with Differing Strengths and Resources
Applications /
SaaS
Infrastructure /
IaaS
CIO Mindshare
/ Brand
Platform /
PaaS
Enterprise
Salesforce
Cash Balance
Equity Value
Strong Asset Developing Limited
Cloud Leaders Other Technology Ecosystem Leaders
CY11E Revenue
($Bn)
Representative Disruptive
Vendors
Scale Niche
Strength
Comm
Leaders
ServicesSystems / NetworkingApplicationsInternet Leaders Stack Participants
SaaS
Leader
Access to SMB

3. Anso Labs
4Base,
Base Tech
InSite One
GemStone,
Greenplum
Illustrative Positioning of Selected Cloud Stacks
Legend (Assets)
Strong
Partner
Developing Recent
M&A
Terremark
ClassicPlatformStack
EmergingCloudPlatformStack
App Dev / Test /
Deployment Tools
On-Ramp /
Integration
DatacenterAutomation
On-Demand
DatacenterInfrastructure
Networking
Data Management
Storage
Compute
App Acceleration
Enterprise
Applications /
Collaboration
Development
Platform
Developer
Ecosystem
Billing,
Deployment,
Management,
Automation,
Reporting,
Security
Services
Heroku
Activa Live,
Etacts,
Dimdim,
Manymoon,
Radian6
Storwize
Cast Iron
SpringSource,
WaveMaker
Cloudkick
AVIcode
+65 companies currently involved in
OpenStack; companies displayed included
for representative purposes only
Classic Systems Management Data Center Infrastructure Public Cloud
Phurnace
Isilon
GridApp
Systems,
Neptuny
(SW Assets)
3Tera,
Arcot,
Hyperformix,
Oblicore, Ni
msoft, Toroki
na Networks
3Par
ArcSight,
Fortify,
Stratavia
Vertica
Clarity,
Coremetrics,
Sterling,
PSS Systems,
Unica
Blade Network
Technologies
Netezza
Compellent,
Ocarina
Boomi
KACE,
Scalent,
SecureWorks
Other
Paglo
Labs, VMLo
gix
EMS Cortex,
VMLogix
Archer,
Integrien,
Ionix,
NeoAccel,
NetWitness,
Shavlik,
TriCipher
RabbitMQ
ATG, Phase
Forward
Passlogix,
Secerno
Makara
CNQR, CTCT,
Dropbox, Skype,
SFSF, TLEO,
Workday, Zoho
Abiquo, Accelops, Apptio,
Cloud.com, Enomaly,
Embotics, Enstratus,
Eucalyptus, Kaavo,
Nimbula, rPath, Rightscale,
Q1 Labs, Zimory
Appirio,
Cloudswitch
Atlassian,
Cloudshare, iTKO,
Skytap, StreamStep
EngineYard, Joyent
AKAM, LLNW,
Morph Labs, Zeus
Arista, Silver Peak
Cloudera, Splunk,
Infobright, TDC
GoGrid, Joyent
Acronis, Appistry,
GoGrid, Nirvanix
Arjuna Tech, Intalio
3Tera
Kaviza,
Netviewer
BigFix,
Intelliden,
OpenPages
Opalis
Software
Virtualization xsigo

4. Aloqa
MotoQ,
Motoblur
MSFT
Screen 3 Amobee
Droid, Xoom
Maps,
Latitude
MentorWave
(Quiksee)
Gmail, Docs
ReMail,
Plannr
Zynga,
Cooliris
YouTube,
LabPixies,
Slide,
SocialDeck
Checkout,
Wallet
Jambool,
Zetawire
AdWords AdMob
Android Market
Reqwireless, BlindType,
Bump Technologies
Angstro, Buzz, SayNow,
Voice
Dash Navigation
PayPal
Blackberry
App World
Cellmania
Enterp.
Server
Viigo, Torch,
Plazmic,
Epoch, TAT
Blackberry, PlayBook
Synergy
HP Snapfish, Melodeo
webOS WinMo
Pre, Veer,
TouchPad
HP
Netbooks
Treo
Handspring
iCloud,
iTunes,
Game Center
Lala
App Store
iOS
PA Semi,
Intrinsity
ARM, Intel
(Infineon)
Abaxia
Hero, Droid Dopod
Carrier, Credit Card,
M-Com
Zune
Kin
Dell, HP,
Moto, SE,
Samsung, LG,
HTC
Siri
Mail on Ovi Yahoo!,
MSFT
Office
Advertising /
Search
iAd (Quattro) Enpocket, Acuity Mobile
Payments Credit Card
Email /
Collab /
Productivity
Enterp.
Server
Chalk Media,
TeamOn,
DataViz
MobileMe
CoolIris, Booyah!, Loopt,
Facebook, Foursquare, Garmin,
Gowalla, Shopkick, TomTom, Yelp
Maps /
Location-
Based
PlaceBase, Poly9
MetaCarta, Dopplr,
Navteq, T-Systems, Plum,
Bit-side, PixelActive
Brightkite, Facebook, Fring,
Instagram, Mocospace, Path,
picplz, Skype, Twitter, Yammer
MotoblurDanger, MobiComp, Skype
Messaging /
Social
SynergyBBM
Vine, Bing
Maps
Multimap
FaceTime, Game Center,
Ping
HTC FootprintsSkyhook
Xbox, Zune
App Store /
Infrastructure
Palm App Catalog
Loudeye,
Sega.com
Vcast
Media &
Gaming
N-Gage
ScreenTonic,
5th Finger,
Motionbridge
Bing
Obopay
Obopay
(India)
Ovi Android Market
Windows Marketplace /
One App
HTC Phone
Store
Windows,
Android
ARM, Intel, Qualcomm, ST-E,
MediaTek, Samsung, Broadcom
Symbian
Windows 7
Maemo /
Meego (Intel)
ARM, Intel, Qualcomm
Motorola,
HTC, LG,
Samsung, SE
Nexus S
Azingo
Android,
WinMo,
Linux
Windows Phone OS 7
Android,
WinMo,
LiMo
Microsoft (IP)Chrome Android
Intel, Renesas and Others
280 North
Agnilux
Danger
Mobile
Devices
iPhone, iPad, iPod
Nokia,
Booklet
Netbook
Samsung, LG,
SE, Fujitsu,
Others
Operating
System
Middleware
& UI
Metrowerks,
Qt (Trolltech), Novarra
Dev Platform Motally
Enterprise /
Security /
Device Mgmt
Semis.
HP OpenviewCerticom, Ascendant
ActiveSync,
Outlook,
Office
Tellme,
Skype
Oz Comm Yahoo!
Intellisync
Amazon, Dell, Garmin, LG,
Samsung, Sony-Ericsson
BB OS QNX
Box.net, Citrix, Dropbox,
Evernote, Fring, Good, Nuance,
Skype, VMware
Amazon, Booyah!, Cooliris, DeNA
/ ngmoco, Flipboard, Instagram,
Mog, Pandora, PopCap, Rdio,
Rovio, Spotify, Zynga
AXP / RevMo, Boku, Bling
Nation, MC, mFoundry, payfone,
V/PlaySpan, PayPal, Zong
Amobee, Greystripe, JumpTap,
Millennial Media, Yahoo!
Appia, GetJar, Motricity, Carrier
App Stores, Other Independent
App Stores
Adobe, Flurry, PayPal, SimpleGeo
SYMC, INTC(MFE), IBM, ORCL,
SAP (SY), BMC, CA, CSCO, Good
Adobe, Oracle, SAP (Sybase)
Intel (Wind River), Linux,
Samsung Bada
MyPhone, Silverlight
System Center Mobile
Device Manager
Postini 3LM
Microsoft, Gmail
HTC Sense
The Emerging Mobile Ecosystem = Acquired= =Proprietary Partnership
Other Leading
Independent Players
Apps/Content/
Communications
Monetization
Developer
Ecosystem
HardwareSystemsSoftware