Webpros Summit 2019

1. What’s Next for the Cloud:
By the Numbers
Christian Dawson - Open-i Advisors

2. PRESENTATION ROADMAP
What’s Next for the Cloud: By the Numbers
Why Focus on Data?
What Data Sources are Useful?
The Cloud & Hosting Market: An Overview
Cybersecurity & Threat Landscape
Technical Development & Innovation
Threats to the Industry
How Can We Win?
What’s Next? Purpose Beyond Profit

3. Christian Dawson
Senior Partner
Open-i Advisors
Fun Fact:
This is my 3rd cPanel!

4. Why focus on data?
A need to determine
market opportunities
A way to uncover
market threats
A way to find ways to
differentiate yourself or
pivot to new opportunities
A
B
C

5. What data sources
are useful in this market?
Domain
Industry
Verisign Domain Name
Industry Brief
Size of the Cloud
& Hosting Market
Structure Research
& Rightside Reports
Cybersecurity &
Threat Landscape
Cisco Cybersecurity Series
& Farsight Security
Reports
Tech Operations
& Development
Stack Overflow
Developer Survey

6. Let’s dive into the highlights.

7. OFF-PREMISE GROWTH
MANAGED INFRASTRUCTURE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

8. OFF-PREMISE GROWTH
HYPERSCALE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

9. OFF-PREMISE GROWTH
COLOCATION
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

10. GLOBAL DATA CENTRE
RETAIL COLOCATION MARKET SIZE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

11. GLOBAL DATA CENTRE
RETAIL COLOCATION MARKET SIZE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

12. GLOBAL DATA CENTRE
WHOLESALE COLOCATION MARKET SIZE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

13. GLOBAL DATA CENTRE
WHOLESALE COLOCATION MARKET SIZE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

14. GLOBAL DATA CENTRE
COLOCATION MARKET SIZE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

15. GLOBAL INTERCONNECTION MARKET SIZE
DATA CENTRE CROSS CONNECTS (XC)
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

16. OFF-PREMISE GROWTH
TOTAL
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

17. OFF-PREMISE
% SHARE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

18. OFF-PREMISE
% SHARE
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

19. GROWTH
ON-PREMISE & TOTAL MARKET
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

20. GROWTH
TOTAL MARKET
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

21. MARKET SPLIT
WHERE IS IT HEADING?
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

22. SEGMENT TRENDING
STEADY & SLOW GROWTH
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

23. HYPERSCALE DATA CENTRE
DEPLOYMENT TREND
Data Source: Structure Research, ’infra // STRUCTURE’ Report, May 2019

24. Cybersecurity
& Threat Landscape
Why do we care?
Our success relies
upon the stability
of the DNS
The resources we supply
can be used for spam and
phishing
Catching this stuff early
can positively affect our
bottom lines

25. Technical Development
& Innovation
The StackOverflow Developer
Survey has a wealth of information in
figuring out who is working on what,
and where people are innovating.
If you work with developers,
it provides you data on:
• Geography
• Developer Roles
• Experience
• Education
• Demographics
• Connection & Competition
• Life Outside of Work

26. Domain Name Industry
Q2 2019

27. Domain Name Industry
Q2 2019
354.7
MILLIONDOMAIN NAME REGISTRATIONS
ACROSS ALL TLDS(1,2)
2.9 M
0.8%OVER Q1 2019
AN INCREASE OF
156.1
MILLION.COM AND .NET DOMAIN NAME
REGISTRATIONS IN THE DOMAIN
NAME BASE(3)
6.4 M
4.3%YOY Q2 2018
AN INCREASE OF

28. CENTRALIZED ZONE DATA SERVICE, Q2 2019
Top 10 Largest TLDs by Number of Reported Domain Names

29. CENTRALIZED ZONE DATA SERVICE, Q2 2019
Top 10 Trending Keywords in .com and .net in Q2 2019
com net
1. LIBRA
2. REHAB
3. DRUG
4. DRAGON
5. EDUCATION
6. STATION
7. COUPONS
8. SOUPON
9. MILLION
10. ALCOHOL
1. SON
2. LIBRA
3. ABUSE
4. BOY
5. DRAGON
6. EDUCATION
7. STATION
8. GRID
9. JERSEY
10. NAMES

30. Platformification
Consolidation
The Internet Infrastructure
Industry
Greatest Threats

31. Platformification
Consolidation
• Indirect Competition of Alternative
Online Presences
• Lack of Prioritization
• Open Internet vs. Closed Internet
• Closer to the Customer
The Internet Infrastructure
Industry
Greatest Threats

32. Platformification
The Internet Infrastructure
Industry
Greatest Threats • Consolidation of Hypervisor and
Broadband Markets as a major threat
• Great innovations happening at the
hypervisor level putting pressures on
small businesses to compete on price
for raw reserouces and find scale
Consolidation

33. How can we WIN?
DATA!

34. How can we WIN?
DATA!
• Leverage Data to Unlock Strategic Growth
Opportunities Unique to your Business
• Geographical Expansion - again, leaning on Data to
KNOW the client before entering
• SMB Demand - SAAS Environment
Platformification
KNOW YOUR CUSTOMER BETTER
Consolidation
LEAD WITH SERVICE
& NARROW YOUR TARGET
• Uncover what you are great at & Deliver it in Service
to those who are in Greatest Need
• Speak specifically to a Specific Audience
• Narrow Band Talk - Innovate How Your People Engage
in Customer Dialogue & stay close to their Needs

35. What comes next?
The Purpose
Beyond Profit

36. What comes next?
The Purpose
Beyond Profit
Shifting Leadership Beliefs
& Credible Movement Support
“Each of our stakeholders is essential. We commit
to deliver value to all of them, for the future
success of our companies, our communities and
our country”
- Larry Fink, CEO of Blackrock, at the Business Roundtable’s
‘Statement on the Purpose of a Corporation,’ August 19 2019.

37. What comes next?
The Purpose
Beyond Profit
CEOs turn to New Measures of Success
• Environmental Impact
• Employee Satisfaction
• Customer Satisfaction
• Diversity & Inclusion
• Innovation
In the Works! Cultural Wellbeing Index
at The University of Louisville Cultural Centre

38. What comes next?
The Purpose
Beyond Profit
Why does it matter?
We compete against the largest hypervisors & biggest platforms
What do we bring to the table?
Solutions to hard problems.
Need a technical solution to:
• the environmental impact of your network?
• employee or customer satisfaction?
Look around! Leverage the teams in this room.
We are stronger together.

39. Data on Domain Name
Industry Size
• Verisign Domain Name Industry Brief - https://www.verisign.com/en_US/domain-names/dnib/index.xhtml
• Rightside 2019 State of the Cloud Report - https://info.flexerasoftware.com/SLO-WP-State-of-the-Cloud-2019
• Cisco Cybersecurity Series - https://www.cisco.com/c/en/us/products/security/security-reports.html
• Farsight Security Reports - https://www.farsightsecurity.com/reports/; https://www.farsightsecurity.com/news-
events/press/NewFarsightSecurityResearchOnInternationalizedDomainNames20180626/
• StackOverflow Developer Survey - https://insights.stackoverflow.com/survey/2019
• Builtwith - https://builtwith.com/
• nTLDStats - https://ntldstats.com/
• Structure Research - https://structureresearch.net/
• DomainsBot - https://domainsbot.com/
APPENDIX
DATA SOURCES
Thank You.

40. Christian Dawson
Senior Partner
Open-i Advisors
c@openiadvisors.com