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Cloud Computing - Global Thematic Research

Cloud Computing - Global Thematic Research

Summary

Software as a service (SaaS), accessed via the Public Cloud, has become the most efficient way to develop and deliver software. As a result, a new breed of ‘Cloud native’ SaaS players are emerging.

Cloud computing accounted for 5.8% of a global IT market that was worth $2,040bn in 2016, according to IDC. Whilst global IT expenditure is growing at a headline rate of 3%, Cloud revenues - which reached $124bn in 2016 - are growing at closer to 20%. In theory, the entire IT market could shift to the Cloud, so the disruption yet to be unleashed onto the global software and IT services sector is likely to be substantial.

Inside this report, we look at the key trend impacting the Cloud computing industry, drilling down into the value chain and identifying winners and losers.

Scope

  • This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
  • About our Thematic Research Ecosystem
  • GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
Reasons to buy
  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.


  • Players
  • Technology Briefing
    • Defining Cloud computing
    • The Cloudcomputing stack
    • Business benefits of Cloud computing
    • User benefits of Cloud computing
    • Deployment models
    • Cloud professional services
  • Trends
  • Value Chain
    • Cloud model (IaaS and PaaS)
    • Cloud model (SaaS)
    • Cloud professional services model
  • Industry analysis
    • The industry backdrop
    • Cloud is the 4thcomputing wave
    • Market size and growth forecasts
    • Strategically, IaaS is the best place to be in the Cloudcomputing stack
    • SaaS is the largest segment of the Cloud
    • The Hybrid Cloud is growing fast…
    • …and so is the open-source Cloud
    • What does the future of the Cloud look like?
  • Competitor analysis
    • Total Cloud services market shares
    • IaaS/PaaS market shares
    • SaaS market shares
      • Table The Top 20 largest SaaS companies, by 2016 revenues
    • Cloud professional services market shares
  • Mergers and acquisitions
    • Table Cloud related M&A transactions in the last 12 months
    • All the big tech giants have made significant Cloud acquisitions
      • Table Amazon CloudM&A transactions over the last three years
      • Table Microsoft CloudM&A transactions over the last three years
      • Table Alphabet CloudM&A transactions over the last three years
      • Table Salesforce CloudM&A transactions over the last three years
      • Table IBM Cloud M&A transactions over the last three years
      • Table OracleCloud M&A transactions over the last three years
  • Timeline
  • Cloud Computing Sector Scorecards
    • Application Software Sector Scorecard
      • Who's whoinapplication software
        • Table Who does what in the application software space?
      • Thematic screen - application software
        • Table Our thematic screen ranks companieson the basis of overall technology leadership in the ten technology areas that matter most to Cloud computing, generating a leading indicator of future earnings growth.
      • Valuation screen - application software
        • Table Valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen - application software
        • Table Our risk screen ranks companies within a particular industry on the basis of overall investment risk.
    • Internet Infrastructure Software Sector Scorecard
      • Who's who in Internet infrastructure software
        • Table Who does what in the internet infrastructure software space?
      • Thematic screen - Internet infrastructure software
        • Table The thematic screen ranks companieson the basis of overall technology leadership in the ten technology areas that matter most to Cloud computing, generating a leading indicator of future earnings growth.
      • Valuation screen - Internet infrastructure software
        • Table The valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen - Internet infrastructure software
        • Table The risk screen ranks companies within a particular industry on the basis of overall investment risk.
    • Cybersecurity Sector Scorecard
      • Who's whoincybersecurity software
        • Table Who does what in the cybersecurityspace?
      • Thematic screen - cybersecurity software
        • Table The thematic screen ranks companieson the basis of overall technology leadership in the ten technology areas that matter most to Cloud computing, generating a leading indicator of future earnings growth.
      • Valuation screen - cybersecurity software
        • Table The valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen - cybersecurity software
        • Table The risk screen ranks companies within a particular industry on the basis of overall investment risk.
    • IT Services Sector Scorecard
      • Who's whoinIT services
        • Table Who does what in the IT services space?
      • Thematic screen - IT services
        • Table The thematic screen ranks companieson the basis of overall technology leadership in the ten technology areas that matter most to Cloud computing, generating a leading indicator of future earnings growth.
      • Valuation screen - IT services
        • Table The valuation screen ranks companies within a sector based on selected consensus valuation metrics.
      • Risk Screen - IT services
        • Table The risk screen ranks companies within a particular industry on the basis of overall investment risk.
  • Companies section
  • Glossary
  • Appendix: Our "Thematic" research methodology
    • Table Five-step approach for generating a sector scorecard

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