The year 2012 brought a significant amount of growth in enterprise use of cloud services but did it fulfill our expectations? With just five weeks left in the year, it’s time to reflect on our predictions for this market in 2012. Back in November 2011 we said that the cloud market was entering a period of rebellion, defiance, exploration, and growth, not unlike the awkward teenage years of a person’s life. The market certainly showed signs of teen-like behavior in 2012, but many of the changes we foresaw, it appears, will take several years to play out.
It's now my pleasure to share the definition on my public blog above. You'll see that the real-time sharing is an interesting characteristic of the Business Network concept. Actually, cloud computing and the further development of multitenancy architectures into a "collaborative tenancy" are an important enabler for Business Networks. Traditional B2B vendors, middleware vendors, and PaaS vendors are eager to get a share in the emerging world of cloud enterprise collaboration.
But, the first step is with the CIOs: They have to identify these business scenarios where a trust-relationship-model can save manual effort or stimulate totally new business models. This helps CIOs finally deliver the vision of Business Technology, which innovates their companies' core business and not just the way they run IT.
I’ve been writing about platform-as-a-service (PaaS) since the beginning of 2009, and we published our first Forrester Wave™ on the PaaS market about 18 months ago. While the lines between IaaS, PaaS, and SaaS are blurring in the minds of some end users and developers, delivering PaaS requires a lot more intellectual property on the part of the cloud provider. IaaS is “just” the offering of an industrialized infrastructure service — but full PaaS service turns the cloud provider basically into a real software vendor or VAR of a decent stack of software platform components.
The market has undergone amazing changes since 2009 and the market landscape has been shaken up considerably since the last Forrester Wave. Why? A number of vendors have joined the crowd from three different directions:
IaaS cloud providers such as Amazon are moving up the stack to PaaS. From advanced database, messaging, and parallel processing to identity management and federation services, Amazon is arming itself with a myriad of value-added PaaS services to combat margin pressure in the commoditizing pure infrastructure space. Other IaaS providers are about to follow, most by OEMing PaaS stacks like those from Cordys or LongJump, or some other PaaS stack that is available to third-party infrastructure provider models.
Fujitsu’s annual Fujitsu Forum attracted about 13.000 in Tokyo and even about 10.000 people over the last two days in Munich. Fujitsu’s strength is still the competitive hardware portfolio in the class of IBM and HP. And similar to HP, Fujitsu used to have a narrow and focused software portfolio, which offered value very close to their hardware. The FlexFrame infrastructure management product is a traditional example of this strategy. But, before we go into FlexFrame, I have to attest that Fujitsu’s software portfolio has become richer and broader:
This year’s Fujitsu Forum showed major traction for the Fujitsu Cloudstore. An ecosystem approach enables software vendors to offer SaaS application in the SMB space in Germany. The concept is now rolling out to other countries and even to the US. Fujitsu’s Cloudstore also holds Fujitsu’s own CRM solutions, which are based on an early branch of Sugar CRM and now further developed by Fujitsu.
A personal cloud approach, still very close to all flavors of personal hardware from Fujitsu, but well supported by multiple software tools and scenarios.
Fujitsu Eco Track, an energy/carbon management and compliance reporting application – delivered exclusively next quarter as a Fujitsu-developed SaaS application.
Axway just announced it will acquire the security specialist Vordel; and you might ask, does this make sense at all?
I do believe it does!
Actually, I was personally evaluating security vendors as an acquisition target for middleware vendors and B2B integration companies a number of times over the last five years as a Forrester analyst (and before).
The need to modernize security around integration scenarios becomes more important than ever:
Traditional B2B integration over private networks is more and more replaced with B2B connectivity and cloud-based integration over the Internet.
Traditional rigid EDI gateways still exist and handle huge volumes, but many new applications are developed in the cloud and access synchronous REST or SOAP APIs for immediate customer and partner engagement.
Large enterprises have heterogeneous integration strategies to meet different characteristics of integration. See my recent blog for an overview.
This week Wal-Mart announced that it would put significant weight behind the new Boxee TV box, a $99 set-top box that competes with the market-leading Apple TV and the runner-up Roku boxes. Wal-Mart also sells the Apple TV and Roku devices, so it might not seem like a big deal, but it is. Because Wal-Mart is going to promote Boxee TV with in-store displays and outbound marketing support. Why? Because in addition to the regular apps like Hulu, Netflix, and the rest, Boxee gives Wal-Mart customers three things they can't get from Apple or Roku:
Regular TV shows from local broadcasters. Boxee's new box has a digital tuner that lets you tune to digital signals from ABC, CBS, CW, Fox, NBC, PBS, and Univision through either an over-the-air antenna or via ClearQAM.
Unlimited DVR. Not only will Boxee let you watch these channels, it is offering unlimited cloud DVR for $9.99 a month (in only the top eight markets for now) to record any shows from those networks, without managing a hard drive or paying extra if you want to store hours and hours of video.
Multidevice viewing. This is the real coup for Boxee. Because its DVR is in the cloud, it can send your recorded content to any device you log in to -- whether it's in your home or in your hands while traveling for business.