Telco Cloud: Can telcos compete with the heavyweights?
This report provides an in-depth exploration of telecom carriers' positioning and strategies in the enterprise cloud computing market. It identifies the impediments and assets that telcos have in establishing a solid and lasting foothold in the different cloud segments: IaaS, PaaS and SaaS.
The report also delivers an analysis of how telcos and the market's dominant players are positioned in each cloud segment and supplies estimates of telcos' share of the cloud computing market, along with revenue projections for the next five years.
The report also delivers an analysis of how telcos and the market's dominant players are positioned in each cloud segment and supplies estimates of telcos' share of the cloud computing market, along with revenue projections for the next five years.
1. EXECUTIVE SUMMARY
1.1. The cloud: still a fast growing market
1.2. The cloud: challenges for telcos
1.3. Different strategies for the market leaders
1.3.1. Entering the market through different channels
1.3.2. New distribution channels
2. METHODOLOGY & DEFINITIONS
2.1. IDATE 's general methodology
2.2. Methodology specific to this report
3. MAIN CONCEPTS
3.1. Cloud computing
3.1.1. Infrastructure as a Service – IaaS and server collocation
3.1.2. Platform as a Service – PaaS
3.1.3. Software as a Service – SaaS
3.1.4. Communications as a Service – CaaS
3.1.5. The public, private and hybrid cloud
3.2. Distributing cloud services
3.2.1. Direct distribution
3.2.2. Wholesale distribution
3.2.3. Cloud brokering
3.3. Data centre
3.4. Key market factors and critical development variables
3.4.1. Flexibility, agility, interoperability
3.4.2. Pay-as-you-go billing
3.4.3. Public authority involvement
3.4.4. Data protection and privacy
3.4.5. Service Level Agreements and Quality of Service
4. CLOUD MARKETS
4.1. The IaaS market
4.1.1. Size of the market
4.1.2. Market structure and ecosystem
4.1.3. Outlook
4.2. The PaaS market
4.2.1. Size of the market
4.2.2. Market structure and ecosystem
4.2.3. Outlook
4.3. The SaaS market
4.3.1. Size of the market
4.3.2. Market structure and ecosystem
4.3.3. Outlook
4.4. Wholesale distribution
4.4.1. Market structure and ecosystem
4.4.2. Outlook
4.5. Cloud brokering
4.5.1. Market structure and ecosystem
4.5.2. Outlook
4.6. Private/hybrid cloud
5. TOP CLOUD COMPANY STRATEGIES
5.1. IT company strategies
5.1.1. Microsoft
5.1.2. IBM
5.1.3. Rackspace
5.2. OTT company strategies
5.2.1. Amazon
5.2.2. Google
5.3. Cloud broker strategies
5.3.1. Jamcracker
5.3.2. AppDirect
5.4. Telco strategies
5.4.1. Sprint
5.4.2. Verizon
5.4.3. KPN
5.4.4. Belgacom
5.4.5. Orange Business Services
5.4.6. Telefónica
5.4.7. Deutsche Telekom
6. TELCOS ' PLACE IN THE CLOUD MARKET
6.1. Telcos vs. OTT vendors
6.1.1. Telcos ' major competitive advantages
6.1.2. Different positioning from OTT vendors
6.1.3. Various distribution channels
6.2. Why the cloud is good for telcos
6.2.1. Strengthen customer relations and satisfaction
6.2.2. New revenue opportunities
6.2.3. Possible new services
1.1. The cloud: still a fast growing market
1.2. The cloud: challenges for telcos
1.3. Different strategies for the market leaders
1.3.1. Entering the market through different channels
1.3.2. New distribution channels
2. METHODOLOGY & DEFINITIONS
2.1. IDATE 's general methodology
2.2. Methodology specific to this report
3. MAIN CONCEPTS
3.1. Cloud computing
3.1.1. Infrastructure as a Service – IaaS and server collocation
3.1.2. Platform as a Service – PaaS
3.1.3. Software as a Service – SaaS
3.1.4. Communications as a Service – CaaS
3.1.5. The public, private and hybrid cloud
3.2. Distributing cloud services
3.2.1. Direct distribution
3.2.2. Wholesale distribution
3.2.3. Cloud brokering
3.3. Data centre
3.4. Key market factors and critical development variables
3.4.1. Flexibility, agility, interoperability
3.4.2. Pay-as-you-go billing
3.4.3. Public authority involvement
3.4.4. Data protection and privacy
3.4.5. Service Level Agreements and Quality of Service
4. CLOUD MARKETS
4.1. The IaaS market
4.1.1. Size of the market
4.1.2. Market structure and ecosystem
4.1.3. Outlook
4.2. The PaaS market
4.2.1. Size of the market
4.2.2. Market structure and ecosystem
4.2.3. Outlook
4.3. The SaaS market
4.3.1. Size of the market
4.3.2. Market structure and ecosystem
4.3.3. Outlook
4.4. Wholesale distribution
4.4.1. Market structure and ecosystem
4.4.2. Outlook
4.5. Cloud brokering
4.5.1. Market structure and ecosystem
4.5.2. Outlook
4.6. Private/hybrid cloud
5. TOP CLOUD COMPANY STRATEGIES
5.1. IT company strategies
5.1.1. Microsoft
5.1.2. IBM
5.1.3. Rackspace
5.2. OTT company strategies
5.2.1. Amazon
5.2.2. Google
5.3. Cloud broker strategies
5.3.1. Jamcracker
5.3.2. AppDirect
5.4. Telco strategies
5.4.1. Sprint
5.4.2. Verizon
5.4.3. KPN
5.4.4. Belgacom
5.4.5. Orange Business Services
5.4.6. Telefónica
5.4.7. Deutsche Telekom
6. TELCOS ' PLACE IN THE CLOUD MARKET
6.1. Telcos vs. OTT vendors
6.1.1. Telcos ' major competitive advantages
6.1.2. Different positioning from OTT vendors
6.1.3. Various distribution channels
6.2. Why the cloud is good for telcos
6.2.1. Strengthen customer relations and satisfaction
6.2.2. New revenue opportunities
6.2.3. Possible new services
TABLES
Table 1: Top 9 most popular public clouds
Table 2: Top IT companies ' cloud strategies
Table 3: The top OTT companies ' cloud strategies
Table 4: Overview of cloud broker strategies
Table 5: Overview of telcos ' cloud strategies
Table 6: Sprint 's main cloud services, and associated partnerships
Table 1: Top 9 most popular public clouds
Table 2: Top IT companies ' cloud strategies
Table 3: The top OTT companies ' cloud strategies
Table 4: Overview of cloud broker strategies
Table 5: Overview of telcos ' cloud strategies
Table 6: Sprint 's main cloud services, and associated partnerships
FIGURES
Figure 1: Growth of the global enterprise cloud computing market by segment, 2013-2018
Figure 2: Growth of enterprise cloud revenue by type of player, 2013-2018
Figure 3: The different cloud architectures
Figure 4: Overview of the different means of distributing cloud services by and to telcos
Figure 5: Cloud computing: benefits and challenges for businesses
Figure 6: Telcos' reasons for adopting cloud computing solutions
Figure 7: Cloud computing adoption by region
Figure 8: Industry adoption of cloud computing, by sector
Figure 9: IaaS and private cloud hosting solutions used by businesses
Figure 10: Global IaaS market growth, 2013-2018
Figure 11: Global PaaS market growth, 2013-2018
Figure 12: Most widely used cloud applications (today and within 18 months)
Figure 13: Global SaaS market growth, 2013-2018
Figure 14: Private cloud usage
Figure 15: The different public cloud services sold by Rackspace
Figure 16: Growth of Amazon 's “other†revenue, including income from Amazon Web Services
Figure 17: Location of Google data centres worldwide, in 2014
Figure 18: Jamcracker marketplace solution
Figure 19: AppDirect marketplace deployed by T-System
Figure 20: KPN 's Open Cloud Store platform
Figure 21: Main IaaS cloud solutions sold by Orange
COMPANIES COVERED IN THE REPORT
Cisco
Cloud Foundry
CloudBees
CSC
Dell
Deutsche Telekom
EMC
Engine Yard
eyeOS
GoGrid
Google
HP
IBM
Jamcracker
Joyent
KPN
Lotus
Microsoft
OBS (Orange Business Services)
OpenLogic
Orange
Oracle
OVH
Parallels
Pivotal
Rackspace
Salesforce
SAP
SoftLayer
Sprint
Standing Cloud
Telefónica
Telindus
Telstra
Terremark
T-Systems
Verizon
VMware
Vodafone
Figure 1: Growth of the global enterprise cloud computing market by segment, 2013-2018
Figure 2: Growth of enterprise cloud revenue by type of player, 2013-2018
Figure 3: The different cloud architectures
Figure 4: Overview of the different means of distributing cloud services by and to telcos
Figure 5: Cloud computing: benefits and challenges for businesses
Figure 6: Telcos' reasons for adopting cloud computing solutions
Figure 7: Cloud computing adoption by region
Figure 8: Industry adoption of cloud computing, by sector
Figure 9: IaaS and private cloud hosting solutions used by businesses
Figure 10: Global IaaS market growth, 2013-2018
Figure 11: Global PaaS market growth, 2013-2018
Figure 12: Most widely used cloud applications (today and within 18 months)
Figure 13: Global SaaS market growth, 2013-2018
Figure 14: Private cloud usage
Figure 15: The different public cloud services sold by Rackspace
Figure 16: Growth of Amazon 's “other†revenue, including income from Amazon Web Services
Figure 17: Location of Google data centres worldwide, in 2014
Figure 18: Jamcracker marketplace solution
Figure 19: AppDirect marketplace deployed by T-System
Figure 20: KPN 's Open Cloud Store platform
Figure 21: Main IaaS cloud solutions sold by Orange
COMPANIES COVERED IN THE REPORT
Cisco
Cloud Foundry
CloudBees
CSC
Dell
Deutsche Telekom
EMC
Engine Yard
eyeOS
GoGrid
HP
IBM
Jamcracker
Joyent
KPN
Lotus
Microsoft
OBS (Orange Business Services)
OpenLogic
Orange
Oracle
OVH
Parallels
Pivotal
Rackspace
Salesforce
SAP
SoftLayer
Sprint
Standing Cloud
Telefónica
Telindus
Telstra
Terremark
T-Systems
Verizon
VMware
Vodafone
