A companion piece to Wikibon's Public Cloud Market Forecast 2015-2026, this research examines the revenue from SaaS, IaaS and PaaS vendors. The competitive environment surrounding the Public Cloud is in flux. SaaS remains turbulent with new entrants successfully gaining share and incumbent licensed software providers trying to develop SaaS offerings and reclaim leadership positions they have maintained for a decade or more. The IaaS segment leadership is beginning to crystalize as a function of scale, but PaaS is just formulating and finding its way. As such, enterprises need to be wary of which providers are winning and losing (and where), but more importantly what they themselves intend to accomplish with Public Cloud.
Cataloging and automated policy management are the key enablers of a virtual flash world, where storage snapshots are both King and Knave. Combining cataloging and automated policy management is the only solution to enabling storage copy reduction in harmony is risk management and compliance. This enables and justifies an all-flash data center, enables data to be available quicker to the business and other IT functions, and drives greater business and IT productivity and responsiveness. CIOs and senior management should create a small team of the best and brightest, create an optimized all-flash virtual environment with a programmatically integrated catalog in a subset of the datacenter, and demonstrate the practicality and benefits of this environment to the business and IT.
VMworld has grown to be one of the largest and most important technology industry events. Wikibon has attended this event for many years and will have its largest presence this year as part of a double-set of theCUBE. Coverage will examine the broad and diverse ecosystem including storage, cloud, networking and much more.
Wikibon believes latency storage vs. capacity storage is a key storage dimension, with different functional requirements and different cost profiles. Latency storage is found within the datacenter supporting more active applications, and in general has a high read bias. Latencies can vary from 1 millisecond down to a few microseconds; the lower (better) the latency the closer to the processor resources it is likely to be. It is also found for the metadata layer for capacity data. The boundary for latency storage will reduce down to 500 microseconds over the next three years. Capacity storage is found in archive, log, time-series databases for the Internet of things and many other similar applications. In general it is write-heavy. Latencies are generally above 1 millisecond, do not have to so close to the processor, and are suitable for remote private, public and hybrid cloud storage. Some parts of the capacity market place will have latencies as low as 500 microseconds over the next three years. Wikibon has added this dimension to the other storage dimensions projected, which include HDD vs. Flash, Hyperscale Server SAN vs. Enterprise Server SAN vs. Traditional SAN/NAS storage, Physical Capacity vs. Logical Capacity and SaaS Cloud vs. IaaS Cloud vs. PaaS Cloud. All these dimensions are projected for both Revenue and Terabytes. There is a strong correlation and interaction between the latency/capacity dimension and HDD/Flash dimension. Wikibon provides detailed breakdown of the storage projections for Premium clients.
With the EMC Federation in transition, VMware needs to take a greater leadership role in delivering cloud services. VMware's ability to lead their customers transitions to Hybrid Cloud requires them to deliver a more robust, more agile vCloud Air platform.
While the majority of Enterprise CIOs continue to have Hybrid Cloud near the top of their priorities, the solutions in the marketplace often fall short of expectations. Wikibon analysts look at the state of Hybrid Cloud from a C-Suite perspective.
Maturity by industry is a function of customer and prospect skills, competitive drivers within the industry, the nature of the data in question as well as the complexity of the analytics required, and most importantly the problem that the prospect or customer is trying to solve. Identifying where customers are in their journey and helping them to reach the next level is key to vendor success.
Both customers and vendors need to prioritize how they address adoption barriers. As with all emerging technologies, a full solution will often require extensive 3rd party participation, such as “data wrangling” and SQL data access tools. SQL data analysis offerings are maturing rapidly in the areas of application performance under greater user and data volume loads both from the Hadoop distribution vendors as well as 3rd parties. Other barriers, such as a skills gap across many roles, are more intractable. Smaller customers with fewer specialized practitioners in each role should include in their evaluations cloud-based solutions that are fully managed services.
Across all the primary roles involved in adopting Big Data applications, there are basic gaps in product maturity. However, IT leaders and practitioners should keep in mind that Big Data databases are part of a relatively immature ecosystems that requires advanced skills and integration technology in order to operate successfully. The ecosystem is evolving and maturing rapidly and there is a tremendous proliferation of technologies to augment early products.
Wikibon Research has forecasted Public Cloud revenues from 2015 through 2026; with the expectations that 33% of all IT spending ($500B) will move to Public Cloud services within the next decade. The impact this will have on IT vendors and IT strategy will be significant as more applications focus on mobile and real-time data analytics.