2013 Forecast: The Rise of Enterprise Cloud
We’ve covered a number of topics this year around the intersection of cloud computing and the enterprise. 2013 promises to amplify the enterprise cloud drumbeat to a taiko-like crescendo.
We have four predictions:
- Everything stored on your devices will move into the cloud
- The death of the desktop forces all the infrastructure around it to change
- A new technology vendor landscape will emerge
- Enterprise Cloud will rise, and along with it, a new type of IT organization
Everything stored on your devices will move into the cloud
We told you recently about Amazon S3′s and Dropbox’s amazing growth. Now let’s add Apple iCloud, Microsoft SkyDrive and Google Drive to the mix. As of last month, both Apple and Microsoft claimed 200 million users for their respective services. Google hasn’t made any recent announcements, but let’s assume that all 40 million of their Google Apps users also have Google Drive. That’s well over 500 million users combined.
All those users are already putting hundreds of files each into the cloud. Our analysis shows that Dropbox alone may already have 600 billion files. The big three, late to the party, add another 70 billion. By 2016, it’s probable that 5 trillion files will need a home in the cloud.
Apple, Microsoft and Google already control nearly all the personal computing devices. And their gravitational goal is to make sure that everything on those devices gets sucked into their clouds. The question for you, Mr. CIO, is whether you want it to be their cloud or YOUR cloud.
The death of the desktop forces all the infrastructure around it to change
For decades, PCs have worked in harmony with file servers and all the data management and protection infrastructure that goes with them. But in recent years, a parallel infrastructure has formed for mobile devices – one that is based solely in the cloud. The PC infrastructure is optimized for performance and security. The mobile infrastructure is optimized for access and flexibility. As the installed base of mobile devices is expected to exceed that of traditional PCs in 2013*, we believe that businesses will need a solution that lies between the devices and multiple infrastructures. We call that solution the Enterprise Cloud.
*From Mary Meeker’s report on 2012 Internet Trends
A new technology vendor landscape will emerge
The success of app-driven smartphones brought the two marketshare leaders, Nokia and RIM, to their knees. Smartphones, in combination with tablets, have already hurt PC sales. This trend will only continue and severely impact PC market leaders who don’t have a strong mobile strategy (HP and Dell). Cloud software companies will challenge traditional enterprise software and hardware vendors like Oracle and NetApp, specifically over content apps and infrastructure. Those that cannot adapt quickly enough or don’t have a card to play beyond acquisitions will falter. From the market gaps that are created, new technology companies will emerge and grow to provide a new ecosystem.
Enterprise Cloud will rise, and along with it, a new type of IT organization
Enterprises, now growing savvy with cloud software, will demand the Enterprise Cloud: a way to leverage current and future resources, with a balance of user experience and IT governance. This focus on balancing user and IT needs will extend into the way IT works within businesses. IT will go beyond merely driving cost savings. Instead, they will become “cloud geniuses,” guiding individuals and teams within companies with the most strategic uses of the cloud.
I’ll provide more details on each of these predictions over the coming weeks.
Filed under: Cloud Storage, enterprise adoption, Enterprise Cloud, Market, Mobility | 2 Comments