Cloud Scorecard – Thematic Research
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The cloud market is currently dominated by the five biggest providers, which account for around 70% of total revenues (with Amazon alone enjoying more than 30% of the pie).
The massive capital cost associated with developing the scale needed to present an economically viable alternative to the established players makes it very difficult for smaller vendors to unseat the current leaders.
As with other sectors, the Chinese vendors represent a wildcard. Alibaba has already secured a place for itself at the top table, and is expanding globally at a fast pace. The combination of a large domestic market and access to capital means that cloud is another sector where Chinese vendors could prove very disruptive.
Scope
This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.
It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.
It explains how some of the largest listed players in the sector have performed over the last four years.
It looks at major technology, macro-economic, and regulatory themes impacting cloud vendors.
Key Highlights
Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores – our thematic engine – to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.
Reasons to Buy
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This Cloud Scorecard provides a top-down, comprehensive outlook for the key players in the cloud industry over the next two years, based on the key themes set to transform their industry landscape.
Akamai
Alibaba
Alphabet
Amazon
Baidu
Baozun
Box
Canonical
Cisco
Citrix Systems
Cloudera
CommVault
Dell EMC
Equinix
F5 Networks
Fujitsu
GoDaddy
Hitachi
Hortonworks
HP Enterprise
Huawei
IBM
Inspur Electronic
Interxion
J2 Global
Lenovo
LivePerson
LogMeIn
Micro Focus
Microsoft
Microstrategy
Mirantis
Mitel Networks
NetApp
NetScout
Nutanix
Oracle
PayPal
Pivot3
Platform9
Rackspace
Red Hat
RingCentral
Shopify
SUSE
Tencent
Twilio
United Internet
Verisign
VMware
Vonage
Xunlei
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