Technologies Benefiting From Public Cloud. Thomas DelVecchio Founder, Director of Research Enterprise Technology Research.

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1 Technologies Benefiting From Public Cloud Thomas DelVecchio Founder, Director of Research Enterprise Technology Research Architecture

2 DATA OVER EVERY THING

3 Capture Technology Changes in Real Time ETR has created new quantitative platforms to communicate and capture large scale technology trends in real-time 2,042 high-level enterprise IT end users globally have participated in our spending intentions survey series in the past 8 years ETR has collected and analyzed 3 Million+ unique spending intention data points on over 300 private and public technology vendors

4 < = < Other Market Research Providers Analyst and opinion driven research Not independent Pay-to-Play model Qualitative research Backwards looking research > = > Enterprise Technology Research Consumer and data driven research No bias - ETR does not work with or accept payment from technology vendors Quantitative research Real-time, forward looking research

5 The State of the Enterprise Technology Landscape

6 Public Cloud Timeline 2015 Cloud > Alternatives 2017 and On Shift from Large Legacy Applications Towards Microservices Due to Widespread Cloud Adoption 2008 Early Cloud Adopters Present Public Cloud Usage Growing Exponentially - Microsoft and Amazon AWS Leading the Way

7 Net Score Growth Y/Y Public Cloud : Top Enterprise Priority in 2016 Shifts in IT Architecture Amongst Forward Thinking CIOs Adoption / Increase in Spend Replacing / Decrease in Spend Information Security Managed Hosting / Cloud Computing (Amazon AWS, Microsoft Azure) Infrastructure Software Analytics / B.I. / Big Data Networking Server Data Warehousing ECM Hosted Software Internet Marketing / Social Media Virtualization Video Conferencing Productivity Apps Storage IP Telephony Mobile Device Management Enterprise Apps Market Share Growth Y/Y

8 Micro Service Tech > Monolithic Platforms Go small to get big - Matt Miller, Partner at Sequoia, on the Microservices Ecosystem

9 The Questions 1. Which Technologies Are Benefiting From Cloud Adoption? 2. Which Are Becoming Obsolete Due to Cloud Pervasion?

10 Let s Take A Data Oriented Approach

11 Quantitative > Qualitative ETR surveyed 866 CIOs in October 2016 about their spending intentions in the enterprise ETR quantitatively determined which vendors are positively and negatively correlated to public cloud spend using proprietary data mining techniques

12 438 Enterprises Indicated in Our Most Recent Survey That They re Adopting or Increasing with Amazon AWS, Microsoft Azure and / or Google Cloud Platform Enterprise Size Industry Vertical Region

13 These CIOs are indicating a Shift

14 Storage October 2016 Spending Intentions Vendors Not Aligned with Cloud Brocade CA Cisco CommVault Dell EMC Fusion I-O HP IBM Iron Mountain NetApp QLogic Quantum Veeam Veritas Western Digital Vendors Aligned with Cloud Nimble Storage Nutanix Red Hat Gluster VMware vsan

15 Storage Cloud Storage Will be Widely Adopted We believe that once core systems, such as Active Directory, are routinely deployed by companies willing to take the risk, the move to cloud storage and core infrastructure will be widely adopted. - CEO at IT/TelCo Firm

16 Storage Cloud Storage Preferred Over In-House Storage We have abandoned tape backups in favour of object store backups on cloud infrastructure. - IT Director at Consulting Firm

17 Storage Hyper-Converged and Converged Infrastructure Benefitting From Cloud Adoption We have also built a hybrid cloud using SimpliVity infrastructure but leveraging AWS and Azure whenever it fits." - Director of IT Infrastructure at Health Care Firm

18 Information Security October 2016 Spending Intentions Vendors Not Aligned with Cloud Blue Coat CA EMC HP IBM Novell Palo Alto Networks Rapid7 SonicWALL Sourcefire Vendors Aligned with Cloud Cylance Fortinet Imperva Okta Splunk Veracode

19 Information Security Firewall and Authentication will Still Be Needed By the end of this year we will be 100% Cloud based SaaS.... I will have no data center (not even co-lo) and the only local services will be firewall and authentication appliances. - VP Infrastructure and Shared Services at IT Firm

20 Analytics / B.I. / Big Data October 2016 Spending Intentions Vendors Not Aligned with Cloud IBM Informatica New Relic Qlik Tableau Vendors Aligned with Cloud Amazon AppDynamics Elastic Microsoft Splunk Sumo Logic Varonis Systems

21 Analytics / B.I. / Big Data Enterprises are Choosing Analytics Tools Native to their Cloud Vendor [Power BI offers] direct integration with existing Microsoft BI ecosystem, including usage of Power Query, SSAS, and SSRS on premise publishing. - Information Delivery Architect at Manufacturing Firm

22 Infrastructure Software October 2016 Spending Intentions Vendors Not Aligned with Cloud BMC CA Compuware Double-Take Novell Oracle Riverbed & OPNET TIBCO Vendors Aligned with Cloud Docker Microsoft Nicira Red Hat

23 Networking October 2016 Spending Intentions Vendors Not Aligned with Cloud Blue Coat Brocade Foundry Citrix NetScaler Gigamon Infoblox Juniper Cisco Meraki NetGear Nicira Riverbed Vendors Aligned with Cloud Aruba Networks Silver Peak

24 Networking Networking Will Take Priority Due to Cloud Adoption The next revolution is Network as more and more things become geographically Cloud disbursed. - IT Director of Strategy and Planning at Energy Firm

25 Data Warehousing October 2016 Spending Intentions Vendors Not Aligned with Cloud EMC Hortonworks IBM Vendors Aligned with Cloud Amazon RedShift Microsoft MongoDB

26 Data Warehousing Open Source DB Vendors Taking Share from Legacy Providers, Benefiting from Cloud As to open source, [Legacy Vendor] is losing a lot to open source DB systems and tools. - Senior egrc Consultant at IT/TelCo Firm

27 Productivity Apps October 2016 Spending Intentions Vendors Not Aligned with Cloud Autodesk Box Dropbox Vendors Aligned with Cloud Atlassian Dassault Systems Nuance Comm. Twilio

28 Enterprise Apps October 2016 Spending Intentions Vendors Not Aligned with Cloud Epicor Infor JDA Software Lawson Software Oracle SAP

29 Enterprise Apps Monoliths Are Being Disrupted By Holding Onto Branded Infrastructure My conversations with our applications providers is all around when and not if are you going to offer this as a Service. If no plans for when, then we are changing our buying decisions. Hurt are all these legacy providers that hold onto branded infrastructure. - IT Director of Strategy and Planning at Energy Firm

30 Server October 2016 Spending Intentions Vendors Not Aligned with Cloud AMD EMC Fujitsu IBM Oracle Vendors Aligned with Cloud CentOS Docker Red Hat Microsoft

31 Server Containers and Server-less Platforms Provide Lower Overhead Costs We re gradually shifting a lot of our software from VMs to containers and in some cases server-less platforms (Lambda) to further reduce the costs of infrastructure We would never be able to do the required platform engineering ourselves but we don t have to. Amazon and MSFT do it all for us... - CEO of Entertainment Firm

32 Hosted Software October 2016 Spending Intentions Vendors Not Aligned with Cloud : IBM Kenexa Oracle Fusion & RightNow Rally Software SugarCRM Veeva Systems Vendors Aligned with Cloud : Atlassian MuleSoft Paychex ServiceNow Workday

33 Conclusions

34 Four Pivotal Insights Public cloud adoption is disrupting traditional architectures and stacks Microsoft and Amazon are expanding into new business lines, hurting pure-play and legacy vendors Public cloud adoption is benefitting the microservices ecosystem In turn, monolithic vendors and applications are becoming less important as organizations shift to small, loosely coupled and composable autonomous pieces - Containers, developer tools, log analytics, open source, converged infrastructure, and API and data management will make up tomorrow's technology stack *Matt Miller, Partner at Sequoia, on the Microservices Ecosystem

35 Your Cheat Sheet Technologies Benefitting Due to Public Cloud Adoption Analytics / B.I. / Big Data Productivity Apps Virtualization Data Warehousing Mobile Device Management Hosted Software Server Cloud Computing / Managed Hosting Data Center Colocation Diversified Apps Business Processes IP Telephony Information Security Video Conferencing Infrastructure Software ECM Enterprise Apps Networking Storage Amazon, AppDynamics, Elastic, Microsoft, Splunk, Sumo Logic, Varonis Systems Atlassian, Dassault Systems, Nuance Comm., Twilio Nutanix Amazon RedShift, Microsoft, MongoDB Intel McAfee, Microsoft Atlassian, MuleSoft, Paychex, ServiceNow, Workday CentOS, Docker, Microsoft, Red Hat AWS, Microsoft Azure, Google Cloud Platform, Salesforce.com, SAP Ariba, VMware vchs Equinix Blackbaud Microsoft Cylance, Fortinet, Imperva, Okta, Splunk, Veracode Microsoft Skype & Lync Docker, Microsoft, Nicira, Red Hat Microsoft Aruba Networks, Silver Peak Nimble Storage, Nutanix, Red Hat Gluster, VMware vsan

36 Your Cheat Sheet Technologies Becoming Obsolete Due to Public Cloud Adoption Analytics / B.I. / Big Data Productivity Apps Virtualization Data Warehousing Mobile Device Management Hosted Software Server Cloud Computing / Managed Hosting Data Center Colocation Diversified Apps Business Processes IP Telephony Information Security Video Conferencing Infrastructure Software ECM Enterprise Apps Networking Storage IBM, Informatica, New Relic, Qlik, Tableau Autodesk, Box, Dropbox EMC, Hortonworks, IBM Blackberry, IBM IBM Kenexa, Oracle Fusion & RightNow, Rally Software, SugarCRM, Veeva Systems AMD, EMC, Fujitsu, IBM, Oracle AT&T, CenturyLink Savvis, HP, IBM SoftLayer Atos, Digital Realty Trust Blackboard, Nice IBM Avaya, Cisco, ShoreTel, Siemens Blue Coat, CA, EMC, HP, IBM, Novell, Palo Alto Networks, Rapid7, SonicWALL, Sourcefire Cisco, Citrix GoToMeeting, Logitech, LogMeIn, Zoom BMC, CA, Compuware, Double-Take, Novell, Oracle, Riverbed, OPNET, TIBCO Alfresco, EMC, HP Autonomy, Hyland Software, IBM, Open Text, Oracle Epicor, Infor, JDA Software, Lawson Software, Oracle, SAP Blue Coat, Brocade Foundry, Cisco Meraki, Citrix NetScaler, Gigamon, Infoblox, Juniper, NetGear, Nicira, Riverbed Brocade, CA, Cisco, CommVault, Dell, EMC, Fusion I-O, HP, IBM, Iron Mountain, NetApp, QLogic, Quantum, Veeam, Veritas, Western Digital

37 Technologies Benefiting From Public Cloud Thomas DelVecchio Founder, Director of Research get in touch : TD at ETR dot AI Architecture