I heard a story today on NPR about young blood reversing heart decline in old mice (the Radiolab podcast is here). Naturally I made the connection to the need for established high-tech companies to inject new thinking, approaches (and blood) in order to remain relevant in the era of SMACT (Social, Mobile, Analytics, Cloud and the Internet of Things). For technology companies trying to Escape Velocity, it’s not just about the old business models and ways of operating vs. the new; it’s about fast vs. slow. It’s about having the vision to skate to where the puck is going early and being nimble and agile enough to make the necessary course corrections.
IDC sees 2014 as a pivotal year for cannibalization as the 2nd platform vendors attempt to adapt and remain relevant. I always enjoy the annual summary of IDC’s technology predictions by Frank Gens. Here it is:
When it comes to cloud integration, I’ve shared some thoughts on the Integrator’s Dilemma here.
I posted a few cloud data management predictions on the Informatica Perspectives blog this week:
- Master Data Management will catch fire in the cloud
- Cloud deployment options will extend the universal reach of MDM
- Integration will help broaden PaaS adoption
- “Governed self-service” will become the Hybrid IT mantra
- Integration will surpass security as the primary barrier to cloud adoption in the enterprise
For the first time in a few years I didn’t mention anything about cloud-based analytics / business intelligence. In fact, I didn’t mention much about Social, Mobile, Analytics or Big Data. Seems like there’s not much more to say, beyond pointing to Mary Meekers technology forecast.
I must admit that I didn’t see this week’s Oracle acquisition of Eloqua coming. I thought Marketo would be a more likely target. In fact, that was the rumor circulating back at Dreamforce 2012. IDC predicts more aggressive spending on SaaS acquisitions by traditional enterprise software vendors in 2013. Here are the IDC Predictions: Competing on the 3rd Platform:
Cloud computing icon (Photo credit: Wikipedia)
A colleague of mine just sent me the 2012 Future of Cloud Computing Survey results from the venture capital firm North Bridge. There were 785 survey respondents, which included a mix of line of business, CXO, IT and other. 65% of of the respondents were vendors and 35% were customers, which may skew the results to cloud, but the results are aligned with research from IDC, Gartner and other industry analyst firms.
A few of the results that my colleague highlighted as noteworthy (and I agree) are:
- 75% of SW will be developed using PaaS in 2017
- Confidence in Cloud for mission critical up from 13% in their 2011 survey to 50% in their 2012 survey
- Consistent with IDC’s forecast, around 85% of all new SW will be delivered via Cloud (SaaS)
- 55% of CIOs will increase spending in SaaS in 2012
- Only 3% of respondents view Cloud as too risky (10% last year)
- Venture investment in Cloud grew by 50% 2010-2011 to $2.4B
Do you agree with the results? Any naysayers still out there? With quotes from SAP included in the presentation, clearly hybrid is the new black…
Great job Michael J Skok for putting together a very nice presentation of your data. I’d have embedded it here, but it doesn’t seem to be enabled for the presentation in Slideshare.
I moderated a webinar last week that featured featured Robert Mahowald, IDC Research VP, Worldwide SaaS and Cloud Services Research, and Doug Menefee, CIO at Schumacher Group. Actually moderated is not really the right word, as these are two cloud gurus who had a lot of great insights to share. I provided a brief introduction to Informatica Cloud at the end of the discussion. A few key points from the discussion that I thought were worth sharing:
- IDC defines a new “Third Platform” for IT industry growth that is emerging, with public cloud as its foundation
- External cloud services represent a transfer of responsibility (SLA), a transfer in location (outsourcing), and a shift in risk from business, to provider
- 74% of companies using cloud expect to increase cloud spend in 2012 by > 20%
- Even with SaaS spending growing by 105% between 2011-2015, >80% of Global 2000 will still have >50% of IT onsite in 2020
- Integration becomes critical to 80%+ of buyer organizations, according to IDC survey research
The Schumacher Group case study is a great example of early cloud adoption that has resulted in long-term business agility and success. I’ve embedded the entire presentation below. Enjoy!
Image via CrunchBase
I participated in a webinar today with Zuora, a SaaS subscription billing platform that is embedded into Informatica Cloud Express. Here is the presentation:
Some good data points in this IDC predictions video from Frank Gens:
cloud computing , data integration , Data Integration in the Cloud , IaaS , PaaS , SaaS
Tags: Cloud integration, IDC, SaaS adoption, SaaS growth, SaaS momentum, SaaS success, subscription pricing
Chris Kanaracus summarized recent survey results from IDC today: SaaS Momentum Skyrocketing. Some interesting results:
- By 2012 almost 85% of new vendors will be focused on SaaS services
- By 2010 2/3 of new offerings from established vendors will be sold as SaaS
- SaaS revenues will rise from $13.1 billion in 2009 to $40.5 billion by 2014
- License revenues for traditional on-premises applications will drop roughly $7 billion this year
- By 2014 Americas share will drop to 54% – Europe, the Middle East and Africa will account for 34%; and Asia-Pacific about 12%.
Here are some reasons why SaaS adoption is on the rise. And here are some reasons why you shouldn’t wait to integrate (with apologies to Wilford Brimley of course).