New OpenStack market-sizing and -forecast from old pals at 451:
- Al & Jay say $1.8bn in 2016, going to $5.4bn in 2020.
- Public cloud dominates now, but is expected to switch – “[public cloud providers are] 49% of total OpenStack revenue in 2015. However, we expect OpenStack private cloud service provider revenue to exceed public cloud providers by 2019.”
How they bucket-ize:
451 Research’s Market Monitor focuses on 56 vendors that provide direct OpenStack offerings, including products, services and turnkey offerings around OpenStack deployment and management, different distributions of OpenStack, service providers and training services. Although we do consider some vendors with integrated hardware, systems and software offerings based on OpenStack, our market-sizing estimate does not include hardware-centric revenue, nor does it include revenue from indirect third-party vendors, such as those in storage or software-defined networking.
Source: OpenStack-related business models to exceed $4bn by 2019
Data from 451 Research’s Cloud Price Index suggests that IBM is missing a trick. By going all-in and baking SoftLayer with Bluemix, IBM would gain a leading position in the market in terms of completeness of services and global availability, as well as finally delivering a single user experience.
Owen over at 451 suggests that IBM hasn’t yet merged SoftLayer into Bluemix totally, missing out on a high ranking in cloud providers (by functionality, geographic availability, etc.). Also: “The company claims $10.2bn in cloud revenue, a growth rate of 46% Y/Y, and 20,000 new users per week.”
Source: CPI case study: IBM and SoftLayer would be greater together
2014, when the company pivoted away from its public PaaS offering to focus on Jenkins. That seems to have been the right move – headcount has grown from 60 to 164 since then, and revenue increased 150% year over year in 2015.
There’s pricing in there too and some notes on enterprise customers if you have 451 access.
Source: CloudBees launches certification and new private SaaS offering backed by Jenkins 2.0
I just wrapped up my Red Hat Summit talk, which is always fun. The recording of it is above, and the presentation is embedded below.
There’s a fair amount of market-sizing data and some results from our first DevOps market study in the slides. Tell me if it’s useful for you, I’m looking to hone this general body of work in the coming the months.
Gordon Haff has a nice write-up of the session on the Red Hat Summit blog.
What cloud trends mean for you – an analyst’s view (Red Hat Summit 2014)