The Cloud Enabler Model: The Carrier Perspective
|出版日期||內容資訊||英文 15 Pages
|雲端賦能者的模式:通訊電信業者方面的見解 The Cloud Enabler Model: The Carrier Perspective|
|出版日期: 2014年12月19日||內容資訊: 英文 15 Pages||
The "cloud" of on-demand virtualized shared service is increasingly central to computing and communications worldwide. Pure-play cloud players are generally those in both overlapping environments that are growing fastest. Though a significant number of carriers offer some cloud services on their own, the large majority of the cloud market is held by non-carrier, Web 2.0 market participants, and not even the most successful carriers appear to approach double-digit cloud service market shares. The cloud environment is strongly dominated by large non-carrier entities - Amazon, Microsoft and Google - which collectively account for the good majority of the cloud market, reportedly followed by players like VMWare and IBM.
The cloud is an increasingly pivotal and fast-growing presence in computing and communications worldwide. Carriers participate in a major way both as cloud service providers and network providers "enabling" others. The cloud is an extremely diverse and complex web of environments, with a large number of specialized providers and services. At the same time it is dominated by a handful of huge Web 2.0 players.
While providing cloud services themselves, carriers increasingly recognize the limits of their abilities to compete comprehensively as cloud providers and the centrality of their network service capabilities to success of their cloud strategies. Whether providing some of their own cloud services or not, carriers are accordingly increasingly providing cloud enablement services that help business customers use superior (for performance and security) private network access across a growing range of cloud providers (the multi-cloud), and these are typically becoming the driving element in carrier cloud strategies. The multi-cloud is becoming the norm as early adopter end users already typically use several different cloud services from a range of providers.
Over the next few years, there will be a much greater number of direct connections between carriers and cloud service providers. Most carriers of significant size will be connecting directly both to most major cloud providers and a large selection of niche vertical providers in such domains as healthcare, retail and beyond. Carrier wholesaling of cloud services will also grow significantly in a range of forms.
As the sector matures further, increased specialization is inevitable, with some players more clearly claiming advantages for some use cases versus others. On the one hand, current market shares are highly stratified and the market dominated by a few players, notably Amazon and Microsoft. Yet the ease with which new services are launched continues to support market diversification and specialization, and in the longer-term, its increasing "democratization."
‘The Cloud Enabler Model: The Carrier Perspective’ reviews how U.S.-based carriers are addressing cloud connectivity and the cloud enabler model. It discusses the market context and strategies carriers are employing, and contains profiles exploring how carriers are implementing those strategies and planning for further development into the future, derived from recent interviews with 10 U.S.-based service providers.
Companies profiled in this report include: AT&T Inc. (NYSE: T); CenturyLink Inc. (NYSE: CTL); Comcast Business, a subsidiary of Comcast Corp. (Nasdaq: CMCSA); Equinix (Nasdaq: EQIX); Level 3 Communications (NYSE: LVLT); Verizon Communications Inc. (NYSE: VZ); Windstream Communications (Nasdaq: WIN); XO Communications, owned by XO Holdings Inc.; and the Zayo Group.
Other companies mentioned in this report include: Amazon Web Services (AWS); Google Inc. (Nasdaq: GOOG); and Microsoft Corp. (Nasdaq: MSFT).