Of note is that 451 lists traditional hosting along with public cloud. You can see cloud gobbling up the pie: “cloud”‘s take of the revenue goes from 7% in 2010 to 28% in 2018.
I assume this is all “public cloud,” not private.
The company sells a public cloud platform, mostly based on OpenStack, to service providers who want to stand up their own clouds. A sampling of customers thus far from Agatha’s recent report:
the group claims to have deployed more than 1.4 million virtual machines for customers across the board, and enabled the commercial deployments of public cloud (T-Systems’ Open Telekom Cloud), hybrid cloud (Vodafone’s Vodaplex Hybrid Cloud Platform) and HPC (University of Warsaw’s Top500 HPC project’s HPC cluster).
IDC’s IaaS forecast is out, tragically, I don’t have access to it. However, here’s some highlights from the press release:
Contrast that 60% IaaS usage with the 45% use in a recent Morgan Stanley CIO survey. I don’t think that’s a huge difference, but it does show the fiddliness of these kinds of surveys. To be fair, the Morgan Stanley survey has public IaaS usage at ~90% by 2019. I’d trust IDC a lot more, esp. with 6,000 surveyed vs. 100.
Also, while I can’t verify this: I’d assume this public IaaS is not to the exclusion of private cloud/on-premises. To be sure, some, or even much, of it must be public cloud gobbling up on-premises usage and revenue. However, I wouldn’t take it as a zero-sum game between the two.
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.”
Some new market sizing for public IaaS is out from Gartner. $16.5bn in 2015, out of a $3.5t pie of global IT spend.
For the first time this year growth of public cloud IaaS workloads outpaced that of on-premises workloads. One in 10 CIOs surveyed by Gartner say they have adopted a cloud-first strategy, while 83% consider IaaS a viable option to use
Also in 18 months, Fathers said, vCloud Air will have around 100,000 customers, up from the current “thousands”. Winning more customers will come down to increased interest in hybrid cloud, but also the addition of the NSX network virtualisation product to vCloud Air.
“HP is not leaving the public cloud market,“ said HP in a statement to CRN that mirrors a statement given earlier this week to VentureBeat. “We run the largest OpenStack technology-based public cloud out there. This has to do with not competing head-to-head with the big public cloud players.”
They’re going "enterprise” that is. And if you pay attention to analyst predictions and their surveys of what companies say they want to buy (mostly private and “hybrid cloud”), that’s likely OK.
When AWS’s financials come out soon, we’ll see what happens. No one (maybe Amazon who could search over their customer’s company names in their profile) really know how much “enterprises” use Amazon: it could be a lot, a little, a bread basket. Many people thing a lot, but existing vendors hope it’s a little.
The question will also be: is AWS additive to IT spend (companies find new things to run on AWS but keep their existing stuff on their “legscy” IT)…or are companies moving workloads to cloud.
The next bucket for modeling out thinking will be: when companies (and ISVs/SaaSes) make new applications, where do they deploy them? Most people would say public cloud, other would get nuanced about managed hosting.
The public PaaS Magic Quadrante is out. We’re not listed on there, as you can see. Most of our business is in “private PaaS,” a different category Gartner. On the other hand, many of those blue dots are run by Cloud Foundry, some even with Pivotal Cloud Foundry.
Check out the huge landscape, though. Fun!
Some nice looking content in this OSCON talk by Andrew Shafer.