WEBINAR Catching The Wave™: The Rising Public Cloud Platforms Market

2. WEBINARCatching The Wave™: The Rising Public Cloud Platforms Market John R. Rymer, Vice President, Principal Analyst Dave Bartoletti, Principal Analyst September 7, 2016. Call in at 10:55 a.m. Eastern time

4. Agenda • Trends driving the cloud platform market • The public cloud platform vendor landscape • The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q3 2016

5. Hello • Dave Bartoletti, principal analyst • Serving infrastructure and operations pros • Virtualization and cloud veteran, advising clients on public cloud platforms, cloud transformation, cloud management, cloud cost optimization, and modern service delivery • TIBCO Software, Fidelity, and Enigmatec (EMC)

6. Hello • John R. Rymer, vice president and principal analyst • Serving application development and delivery pros • Middleware and cloud veteran, advising clients on public cloud platforms, low-code platforms, and modern application strategies • IONA Technologies and Giga Information Group

7. The foundation for customer obsession App infrastructures Global, on-demand, elastic Delivery practices Fast, continuous App architectures Concise, modular, distributed

8. Three aligned evolutions happening all at once + On-premises clouds Public clouds

9. Cloud adoption is accelerating Cloud apps (SaaS) Cloud platforms (IaaS/PaaS) $64 $15 $235B $91B Cloud businessservices $156 $191B 2015* * Forrester updated estimates 2020* Source: “The Public Cloud Market Is Now In Hypergrowth” Forrester report

10. Public cloud (IaaS/PaaS) platforms are growing the fastest . . . $32B global market in 2017 $64B global market in 2020 50% will be complementary 35% annual growth rate Source: Upcoming “The Public Cloud Services Market Will Grow Rapidly To $236 Billion In 2020” Forrester report

11. Four issues drive application strategies

12. Public clouds force developer-IT reconciliation Speed $ flex DevOps quality mgmt.

13. What’s next? Five disruptions shape cloud in 2017

14. 1. Follow the apps: lift and shiftmodernize Source: “Vendor Landscape: Public Cloud Platforms Consolidate, But New Disruptions On The Way” Forrester report

15. 2. Match your skill level and tolerance for risk to your container platform options DIY Requires assembly, platform engineering skills, risk tolerance, and strong ecosystem participation CaaS Requires some assembly, skills, and risk tolerance; limited curation PaaS Requires little assembly and fewer skills; stronger curation

16. 3. Not fast and slow teams; fast and faster teams Source: “Vendor Landscape: Public Cloud Platforms Consolidate, But New Disruptions On The Way” Forrester report

17. 4. Public cloud platform segments Source: “Vendor Landscape: Public Cloud Platforms Consolidate, But New Disruptions On The Way” Forrester report

18. The enterprise hybrid challenge SaaS app Integration Cross-cloud security Private cloud Data locality “Hybrid” Hosted private Visibility License portability Latency and direct connect Workload portability On-premises Off-premises Public Trade hosting Data center

19. How Forrester tracks the public cloud • Cloud applications (SaaS) — complement + replacement • CRM, eCommerce, ePurchasing SaaS $ > traditional licensing/maintenance $ • NetSuite, O365, Salesforce, Workday, many others • Cloud platforms (IaaS/PaaS) — complement + replacement • Publicly available platforms on which developers build and deploy apps • Amazon Web Services, CenturyLink, Google, IBM, Microsoft Azure, Oracle • Cloud business services (cloud “middleware”) • Targeted solutions for certain business needs, extensible by developers — fill gaps in large vendor portfolios, target niche needs, and bridge multiple cloud services • DBaaS (SQL, NoSQL), integration/IoT, file (Box), communications (Twilio), DRaaS, etc.

20. The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q3 2016 • We required each vendor to offer: • Native development services (PaaS) • Some degree of configurable infrastructure services (IaaS), exposed directly or via PaaS • We did not evaluate IaaS-only providers.

21. Two of eight megacloud platforms lead Source: “The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q3 2016” Forrester report

22. The scores . . . Source: “The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q3 2016” Forrester report

23. Four feature sets distinguish the top four vendors (AWS, Google, IBM, Microsoft) Analytics services Migration services Infrastructure services* Depth of AD&D tooling • At least 15 different VM types/configs • At least five different Linux and Windows VMs • Arbitrary sizing or resizable VMs • All instance types available in all regions • Bare metal instances • BI/business reporting services • Integral access to one or more data sets • Machine-learning services • Streaming data analysis services • Speech, video, or image analysis services • Bulk data transfer and loading • On-premises to cloud SQL extensions • VM migration services • Data prep, movement, or schema migration • Migration monitoring tools • Native CI/CD toolchain • Language-agnostic CI/CD toolchain • Customizable release workflow • Live deployment and rolling updates • Deployment to third-party cloud or on-premises servers * Compute services shown

24. What it means: innovation and consolidation in parallel • Portability will only get stronger. • Infrastructure platform vendors must move up. • Development platform vendors will grow. • Business/application services will get acquired. • Innovation will come from specialists.

25. Dave Bartoletti dbartoletti@forrester.com Twitter: @davebartoletti John R. Rymer jrymer@forrester.com Twitter: @johnrrymer