SlideShare a Scribd company logo
1 of 25
Download to read offline
BI Analyst Briefing
October 16, 2019
• Bloomberg Intelligence (BI) provides
in-depth analysis and datasets on
industries, companies, and
government, ESG, credit, economic
and litigation factors that can impact
business decisions.
• Bloomberg Intelligence research is
backed by 300+ third party data
providers and is delivered with no buy
or sell recommendations.
• Our analyst team averages 20+ years
of buy- and sell-side research
experience.
• BI is exclusively provided to clients
who subscribe to the Bloomberg
Professional Service and can be
accessed at BI<GO>.
 Cloud Spending
 Software Segments
 Deal Phases
 Vendor Positioning
 Cloud Metrics
Source: IDC, Bloomberg Intelligence
Source: Mary Meeker Internet Trends, Bloomberg Intelligence
$Billion
Source: IDC, Bloomberg Intelligence
 Cloud Spending
 Software Segments
 Deal Phases
 Vendor Positioning
 Cloud Metrics
Amount in $million
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
 Cloud Spending
 Software Segments
 Deal Phases
 Vendor Positioning
 Cloud Metrics
Source: Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
 Cloud Spending
 Software Segments
 Deal Phases
 Vendor Positioning
 Cloud Metrics
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
 Cloud Spending
 Software Segments
 Deal Phases
 Vendor Positioning
 Cloud Metrics
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
Source: IDC, Bloomberg Intelligence
• Size matters in cloud software
• 80% of enterprise workloads on-premise
• CIOs want to consolidate vendors
• Interoperability between clouds
• Cloud premium higher vs. other tech
Terminal clients can reach our research at
 Mandeep Singh: msingh15@bloomberg.net or +1 212 617 9560
 Matthew Martino: mmartino18@bloomberg.net or +1 646 324 4251
The data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data
products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except (i) in Argentina, Australia and
certain jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand, where Bloomberg L.P. and its
subsidiaries (“BLP”) distribute these products, and (ii) in Singapore and the jurisdictions serviced by Bloomberg’s Singapore office,
where a subsidiary of BFLP distributes these products. BLP provides BFLP and its subsidiaries with global marketing and
operational support and service. Certain features, functions, products and services are available only to sophisticated investors and
only where permitted. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or other information in the Services.
Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as
investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to “buy”, “sell” or
“hold” an investment. Information available via the Services should not be considered as information sufficient upon which to base
an investment decision. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its
subsidiaries: BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG
PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list
does not waive Bloomberg’s intellectual property rights in that name, mark or logo. All rights reserved. © 2019 Bloomberg.
Bloomberg Intelligence is a service provided by Bloomberg Finance L.P. and its affiliates. Bloomberg Intelligence shall not
constitute, nor be construed as, investment advice or investment recommendations (i.e., recommendations as to whether or not to
“buy”, “sell”, “hold”, or to enter or not to enter into any other transaction involving any specific interest) or a recommendation as to an
investment or other strategy. No aspect of the Bloomberg Intelligence function is based on the consideration of a customer's
individual circumstances. Bloomberg Intelligence should not be considered as information sufficient upon which to base an
investment decision. You should determine on your own whether you agree with Bloomberg Intelligence.
Bloomberg Intelligence Credit and Company research is offered only in certain jurisdictions. Bloomberg Intelligence should not be
construed as tax or accounting advice or as a service designed to facilitate any Bloomberg Intelligence subscriber's compliance with
its tax, accounting, or other legal obligations. Employees involved in Bloomberg Intelligence may hold positions in the securities
analyzed or discussed on Bloomberg Intelligence.

More Related Content

Similar to Bloomberg Intelligence Presentation: The Future Of Cloud Consolidation

Digi capital mobile internet investment review q2 2014 summary
Digi capital mobile internet investment review q2 2014 summaryDigi capital mobile internet investment review q2 2014 summary
Digi capital mobile internet investment review q2 2014 summaryappbackr
 
What will European and UK Pension Funds do next?
What will European and UK Pension Funds do next?What will European and UK Pension Funds do next?
What will European and UK Pension Funds do next?Redington
 
The Growth of Mobile Internet Revenue - Tim Merel, Managing Director Digi-Ca...
The Growth of Mobile Internet Revenue  - Tim Merel, Managing Director Digi-Ca...The Growth of Mobile Internet Revenue  - Tim Merel, Managing Director Digi-Ca...
The Growth of Mobile Internet Revenue - Tim Merel, Managing Director Digi-Ca...appbackr
 
How equity investors assess pension risk: Does de-risking a pension scheme af...
How equity investors assess pension risk: Does de-risking a pension scheme af...How equity investors assess pension risk: Does de-risking a pension scheme af...
How equity investors assess pension risk: Does de-risking a pension scheme af...Confederation of British Industry
 
Alsk plp v11.13.20
Alsk plp v11.13.20Alsk plp v11.13.20
Alsk plp v11.13.20Drew Peng
 
deficit vs recession
deficit vs recessiondeficit vs recession
deficit vs recessionSanjiv Sharma
 
SVI Pitchbook
SVI PitchbookSVI Pitchbook
SVI PitchbookSVI2014
 
Next Level in Digital Banking and Payments - Lola Adebanji, Citi
Next Level in Digital Banking and Payments - Lola Adebanji, CitiNext Level in Digital Banking and Payments - Lola Adebanji, Citi
Next Level in Digital Banking and Payments - Lola Adebanji, CitiFinTechZone
 
Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...
Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...
Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...netwealthInvest
 
Rocket Internet Overview 2014
Rocket Internet Overview 2014Rocket Internet Overview 2014
Rocket Internet Overview 2014Joerg Strotmann
 
XING AG investor presentation May/June 2013
XING AG investor presentation May/June 2013XING AG investor presentation May/June 2013
XING AG investor presentation May/June 2013XING SE
 
The Meet Group - NOAH19 Berlin
The Meet Group - NOAH19 BerlinThe Meet Group - NOAH19 Berlin
The Meet Group - NOAH19 BerlinNOAH Advisors
 

Similar to Bloomberg Intelligence Presentation: The Future Of Cloud Consolidation (20)

Sdig april2015
Sdig april2015Sdig april2015
Sdig april2015
 
Digi capital mobile internet investment review q2 2014 summary
Digi capital mobile internet investment review q2 2014 summaryDigi capital mobile internet investment review q2 2014 summary
Digi capital mobile internet investment review q2 2014 summary
 
What will European and UK Pension Funds do next?
What will European and UK Pension Funds do next?What will European and UK Pension Funds do next?
What will European and UK Pension Funds do next?
 
The Growth of Mobile Internet Revenue - Tim Merel, Managing Director Digi-Ca...
The Growth of Mobile Internet Revenue  - Tim Merel, Managing Director Digi-Ca...The Growth of Mobile Internet Revenue  - Tim Merel, Managing Director Digi-Ca...
The Growth of Mobile Internet Revenue - Tim Merel, Managing Director Digi-Ca...
 
NortheastPrices Under Pressure
NortheastPrices Under PressureNortheastPrices Under Pressure
NortheastPrices Under Pressure
 
How equity investors assess pension risk: Does de-risking a pension scheme af...
How equity investors assess pension risk: Does de-risking a pension scheme af...How equity investors assess pension risk: Does de-risking a pension scheme af...
How equity investors assess pension risk: Does de-risking a pension scheme af...
 
Alsk plp v11.13.20
Alsk plp v11.13.20Alsk plp v11.13.20
Alsk plp v11.13.20
 
Choice - Morning Tea
Choice - Morning Tea  Choice - Morning Tea
Choice - Morning Tea
 
Debra Schwartz - Does Big Data Have Any Value on Wall Street? - Data Summit
Debra Schwartz - Does Big Data Have Any Value on Wall Street? - Data SummitDebra Schwartz - Does Big Data Have Any Value on Wall Street? - Data Summit
Debra Schwartz - Does Big Data Have Any Value on Wall Street? - Data Summit
 
deficit vs recession
deficit vs recessiondeficit vs recession
deficit vs recession
 
SVI Pitchbook
SVI PitchbookSVI Pitchbook
SVI Pitchbook
 
Next Level in Digital Banking and Payments - Lola Adebanji, Citi
Next Level in Digital Banking and Payments - Lola Adebanji, CitiNext Level in Digital Banking and Payments - Lola Adebanji, Citi
Next Level in Digital Banking and Payments - Lola Adebanji, Citi
 
NewEnglandTakeaway
NewEnglandTakeawayNewEnglandTakeaway
NewEnglandTakeaway
 
Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...
Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...
Netwealth portfolio construction series - 2018 economic outlook with Roger Mo...
 
Choice - Morning Tea
Choice - Morning TeaChoice - Morning Tea
Choice - Morning Tea
 
Sdig
SdigSdig
Sdig
 
Rocket Internet Overview 2014
Rocket Internet Overview 2014Rocket Internet Overview 2014
Rocket Internet Overview 2014
 
Bragg Investor Deck January 2021
Bragg Investor Deck January 2021Bragg Investor Deck January 2021
Bragg Investor Deck January 2021
 
XING AG investor presentation May/June 2013
XING AG investor presentation May/June 2013XING AG investor presentation May/June 2013
XING AG investor presentation May/June 2013
 
The Meet Group - NOAH19 Berlin
The Meet Group - NOAH19 BerlinThe Meet Group - NOAH19 Berlin
The Meet Group - NOAH19 Berlin
 

Recently uploaded

The Real Story Of Project Manager/Scrum Master From Where It Came?!
The Real Story Of Project Manager/Scrum Master From Where It Came?!The Real Story Of Project Manager/Scrum Master From Where It Came?!
The Real Story Of Project Manager/Scrum Master From Where It Came?!Loay Mohamed Ibrahim Aly
 
ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8
ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8
ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8Access Innovations, Inc.
 
Burning Issue presentation of Zhazgul N. , Cycle 54
Burning Issue presentation of Zhazgul N. , Cycle 54Burning Issue presentation of Zhazgul N. , Cycle 54
Burning Issue presentation of Zhazgul N. , Cycle 54ZhazgulNurdinova
 
Dynamics of Professional Presentationpdf
Dynamics of Professional PresentationpdfDynamics of Professional Presentationpdf
Dynamics of Professional Presentationpdfravleel42
 
Communication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptxCommunication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptxkb31670
 
Juan Pablo Sugiura - eCommerce Day Bolivia 2024
Juan Pablo Sugiura - eCommerce Day Bolivia 2024Juan Pablo Sugiura - eCommerce Day Bolivia 2024
Juan Pablo Sugiura - eCommerce Day Bolivia 2024eCommerce Institute
 
Machine learning workshop, CZU Prague 2024
Machine learning workshop, CZU Prague 2024Machine learning workshop, CZU Prague 2024
Machine learning workshop, CZU Prague 2024Gokulks007
 
Communication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptxCommunication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptxkb31670
 

Recently uploaded (8)

The Real Story Of Project Manager/Scrum Master From Where It Came?!
The Real Story Of Project Manager/Scrum Master From Where It Came?!The Real Story Of Project Manager/Scrum Master From Where It Came?!
The Real Story Of Project Manager/Scrum Master From Where It Came?!
 
ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8
ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8
ISO 25964-1Working Group ISO/TC 46/SC 9/WG 8
 
Burning Issue presentation of Zhazgul N. , Cycle 54
Burning Issue presentation of Zhazgul N. , Cycle 54Burning Issue presentation of Zhazgul N. , Cycle 54
Burning Issue presentation of Zhazgul N. , Cycle 54
 
Dynamics of Professional Presentationpdf
Dynamics of Professional PresentationpdfDynamics of Professional Presentationpdf
Dynamics of Professional Presentationpdf
 
Communication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptxCommunication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptx
 
Juan Pablo Sugiura - eCommerce Day Bolivia 2024
Juan Pablo Sugiura - eCommerce Day Bolivia 2024Juan Pablo Sugiura - eCommerce Day Bolivia 2024
Juan Pablo Sugiura - eCommerce Day Bolivia 2024
 
Machine learning workshop, CZU Prague 2024
Machine learning workshop, CZU Prague 2024Machine learning workshop, CZU Prague 2024
Machine learning workshop, CZU Prague 2024
 
Communication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptxCommunication Accommodation Theory Kaylyn Benton.pptx
Communication Accommodation Theory Kaylyn Benton.pptx
 

Bloomberg Intelligence Presentation: The Future Of Cloud Consolidation

  • 2. • Bloomberg Intelligence (BI) provides in-depth analysis and datasets on industries, companies, and government, ESG, credit, economic and litigation factors that can impact business decisions. • Bloomberg Intelligence research is backed by 300+ third party data providers and is delivered with no buy or sell recommendations. • Our analyst team averages 20+ years of buy- and sell-side research experience. • BI is exclusively provided to clients who subscribe to the Bloomberg Professional Service and can be accessed at BI<GO>.
  • 3.  Cloud Spending  Software Segments  Deal Phases  Vendor Positioning  Cloud Metrics
  • 4. Source: IDC, Bloomberg Intelligence
  • 5. Source: Mary Meeker Internet Trends, Bloomberg Intelligence
  • 7.  Cloud Spending  Software Segments  Deal Phases  Vendor Positioning  Cloud Metrics
  • 8. Amount in $million Source: IDC, Bloomberg Intelligence
  • 9. Source: IDC, Bloomberg Intelligence
  • 10. Source: IDC, Bloomberg Intelligence
  • 11.  Cloud Spending  Software Segments  Deal Phases  Vendor Positioning  Cloud Metrics
  • 13. Source: IDC, Bloomberg Intelligence
  • 14. Source: IDC, Bloomberg Intelligence
  • 15.  Cloud Spending  Software Segments  Deal Phases  Vendor Positioning  Cloud Metrics
  • 16. Source: IDC, Bloomberg Intelligence
  • 17. Source: IDC, Bloomberg Intelligence
  • 18. Source: IDC, Bloomberg Intelligence
  • 19.  Cloud Spending  Software Segments  Deal Phases  Vendor Positioning  Cloud Metrics
  • 20. Source: IDC, Bloomberg Intelligence
  • 21. Source: IDC, Bloomberg Intelligence
  • 22. Source: IDC, Bloomberg Intelligence
  • 23. • Size matters in cloud software • 80% of enterprise workloads on-premise • CIOs want to consolidate vendors • Interoperability between clouds • Cloud premium higher vs. other tech
  • 24. Terminal clients can reach our research at  Mandeep Singh: msingh15@bloomberg.net or +1 212 617 9560  Matthew Martino: mmartino18@bloomberg.net or +1 646 324 4251
  • 25. The data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except (i) in Argentina, Australia and certain jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand, where Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products, and (ii) in Singapore and the jurisdictions serviced by Bloomberg’s Singapore office, where a subsidiary of BFLP distributes these products. BLP provides BFLP and its subsidiaries with global marketing and operational support and service. Certain features, functions, products and services are available only to sophisticated investors and only where permitted. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or other information in the Services. Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to “buy”, “sell” or “hold” an investment. Information available via the Services should not be considered as information sufficient upon which to base an investment decision. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries: BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg’s intellectual property rights in that name, mark or logo. All rights reserved. © 2019 Bloomberg. Bloomberg Intelligence is a service provided by Bloomberg Finance L.P. and its affiliates. Bloomberg Intelligence shall not constitute, nor be construed as, investment advice or investment recommendations (i.e., recommendations as to whether or not to “buy”, “sell”, “hold”, or to enter or not to enter into any other transaction involving any specific interest) or a recommendation as to an investment or other strategy. No aspect of the Bloomberg Intelligence function is based on the consideration of a customer's individual circumstances. Bloomberg Intelligence should not be considered as information sufficient upon which to base an investment decision. You should determine on your own whether you agree with Bloomberg Intelligence. Bloomberg Intelligence Credit and Company research is offered only in certain jurisdictions. Bloomberg Intelligence should not be construed as tax or accounting advice or as a service designed to facilitate any Bloomberg Intelligence subscriber's compliance with its tax, accounting, or other legal obligations. Employees involved in Bloomberg Intelligence may hold positions in the securities analyzed or discussed on Bloomberg Intelligence.