WEBINAR Catching The Wave The Rising Public Cloud

WEBINAR Catching 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

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Agenda › Trends driving the cloud platform market › The public cloud platform vendor landscape › The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q 3 2016 © 2016 Forrester Research, Inc. Reproduction Prohibited 4

Hello Dave Bartoletti, principal analyst Serving infrastructure and operations pros © 2016 Forrester Research, Inc. Reproduction Prohibited • 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) 5

Hello John R. Rymer, vice president and principal analyst Serving application development and delivery pros © 2016 Forrester Research, Inc. Reproduction Prohibited • Middleware and cloud veteran, advising clients on public cloud platforms, low-code platforms, and modern application strategies • IONA Technologies and Giga Information Group 6

The foundation for customer obsession © 2015 Forrester Research, Inc. Reproduction Prohibited App infrastructures Global, ondemand, elastic Delivery practices Fast, continuous App architectures Concise, modular, distributed 7

Three aligned evolutions happening all at once App infrastructures Physical server Development styles App architectures Virtual server Waterfall Containers Agile Dev. Ops Monolithic Multi-tiered Microservices + On-premises clouds © 2016 Forrester Research, Inc. Reproduction Prohibited Public clouds

Cloud adoption is accelerating Cloud apps (Saa. S) $64 Cloud platforms (Iaa. S/Paa. S) $12 $4 $91 B Cloud business services (storage, file services, integration) Cloud applications or Saa. S $156 $235 B $191 B $75 2015* * Forrester updated estimates Source: “The Public Cloud Market Is Now In Hypergrowth” Forrester report © 2016 Forrester Research, Inc. Reproduction Prohibited 2020* Cloud platforms (Iaa. S/Paa. S) $15 Cloud business services

Public cloud (Iaa. S/Paa. S) platforms are growing the fastest. . . 35% annual growth rate $32 B global market in 2017 $64 B global market in 2020 50% will be complementary Source: Upcoming “The Public Cloud Services Market Will Grow Rapidly To $236 Billion In 2020” Forrester report © 2016 Forrester Research, Inc. Reproduction Prohibited

Four issues drive application strategies Enterprises move to public clouds incompletely Age of the customer/digital transformation High app demand, shortage of developers New value: analytics, smart apps, internet of things © 2016 Forrester Research, Inc. Reproduction Prohibited

Public clouds force developer-IT reconciliation Developers • • © 2016 Forrester Research, Inc. Reproduction Prohibited Self-service Fit CI/CD Innovation Speed $ flex Dev. Ops quality mgmt. IT ops • • Security Migration Integration Cost 12

What’s next? Five disruptions shape cloud in 2017 1. Migration of complex enterprise workloads 2. Containers everywhere shake up platform foundations. 4. Cloud service providers find app, geo, or industry niches. © 2016 Forrester Research, Inc. Reproduction Prohibited 3. Serving two masters: cloudnative and digital transformers 5. Evolving hybrid publicprivate architectures and needs 13

1. Follow the apps: lift and shift modernize Source: “Vendor Landscape: Public Cloud Platforms Consolidate, But New Disruptions On The Way” Forrester report © 2016 Forrester Research, Inc. Reproduction Prohibited 14

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 © 2016 Forrester Research, Inc. Reproduction Prohibited Caa. S Requires some assembly, skills, and risk tolerance; limited curation Paa. S Requires little assembly and fewer skills; stronger curation

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 © 2016 Forrester Research, Inc. Reproduction Prohibited 16

4. Public cloud platform segments Source: “Vendor Landscape: Public Cloud Platforms Consolidate, But New Disruptions On The Way” Forrester report © 2016 Forrester Research, Inc. Reproduction Prohibited

The enterprise hybrid challenge Saa. S app Integration Data locality Private cloud Cross-cloud security Public “Hybrid” Data center Visibility Hosted private Trade hosting License portability Latency and direct connect Workload portability On-premises © 2016 Forrester Research, Inc. Reproduction Prohibited Off-premises 18

How Forrester tracks the public cloud › Cloud applications (Saa. S) — complement + replacement • CRM, e. Commerce, e. Purchasing Saa. S $ > traditional licensing/maintenance $ • Net. Suite, O 365, Salesforce, Workday, many others › Cloud platforms (Iaa. S/Paa. S) — complement + replacement • Publicly available platforms on which developers build and deploy apps • Amazon Web Services, Century. Link, 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 • DBaa. S (SQL, No. SQL), integration/Io. T, file (Box), communications (Twilio), DRaa. S, etc. © 2016 Forrester Research, Inc. Reproduction Prohibited

The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q 3 2016 › We required each vendor to offer: • Native development services (Paa. S) • Some degree of configurable infrastructure services (Iaa. S), exposed directly or via Paa. S › We did not evaluate Iaa. S-only providers. © 2016 Forrester Research, Inc. Reproduction Prohibited

Two of eight megacloud platforms lead Source: “The Forrester Wave™: Global Public Cloud Platforms For Enterprise Developers, Q 3 2016” Forrester report © 2016 Forrester Research, Inc. Reproduction Prohibited

The scores. . . Source: “The Forrester Wave™: Global Public Cloud Platforms For Enterprise

Four feature sets distinguish the top four vendors (AWS, Google, IBM, Microsoft) Infrastructure services* • 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 * Compute services shown © 2016 Forrester Research, Inc. Reproduction Prohibited Analytics services • 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 Migration services • Bulk data transfer and loading • On-premises to cloud SQL extensions • VM migration services • Data prep, movement, or schema migration • Migration monitoring tools Depth of AD&D tooling • Native CI/CD toolchain • Language-agnostic CI/CD toolchain • Customizable release workflow • Live deployment and rolling updates • Deployment to third -party cloud or onpremises servers

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. © 2016 Forrester Research, Inc. Reproduction Prohibited

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