Cloud infrastructure vendors are still best sellers

Companies that master cloud computing infrastructure technology are still being targeted for acquisitions in 2011, according to a report.

In fact, three years of market interest in such companies has grown exponentially. In 2009, Berkery Noyes, an independent investment bank, tracked 63 deals in the market segment. The 2010 deal grew to 114 and reached 209 by 2011. The total amount of the acquisition of such companies also reached 15 billion dollars last year.

"We see two times the turnover and three times times the turnover," said James Berkery, chief information officer of Berkery Noyes, from $4 billion trillion in 2010 to 15 billion dollars in 2011. "At this rate of growth, the volume will reach 400 by the end of 2012." ”

Over the past year, three technology trends have led to growing interest in cloud infrastructure companies, which are derived from Berkery, which are virtualization software, bandwidth, and security. "Security is the only prerequisite for people to feel comfortable moving their infrastructure out of sight," he said.

Another trend driving the market's interest in cloud infrastructure companies is that both users and vendors are more inclined to turn software licensing into cloud-based subscription services. Manufacturers like this way because they can get a steady source of revenue from it. Users like it because it frees them from software licenses for complex bundled sales methods. It is this trend that has contributed to some of the big deals of the year 2011, and it is believed that it will continue to play its part in 2012.

"By 2012, more and more companies will move from owning and maintaining software licenses to using a subscription-style cloud solution," Christopher Young,berkery Noyes's managing director said, "The two largest software deals of the 2011- The SAP acquisition of SuccessFactors and Oracle Acquisitions RightNow technologies--demonstrates the market's interest in using cloud computing to integrate enterprise applications. Figure 1 shows the ten most high-profile deals of the 2011.

2011 Ten High-profile deals, data from Berkery Noyes

Telecoms operators have shown growing interest in the clouds market by way of acquisitions, as seen from a number of huge deals on bank books in 2011. All three of the list are from telecoms operators: Century Link buys savvis,level 3 Communications $2.63 billion for global crossing and Verizon for $2.69 billion. Communications 1.8 billion dollars to buy Terremark CSM.

Such a deal may just be the beginning, and it is likely that we will see telecoms operators entering the cloud services market at a rate that is no less than that of other manufacturers in the next 3-5 years.

"All major telecom operators want to provide their customers with their own cloud computing solutions." That means the new challenges for old companies such as Emc,microsoft and IBM are on cloud computing, and the well-funded telecoms operators are now gearing up, "Keith Lubell, who is Berkery Noyes's chief technology officer," has an absolute advantage in bandwidth. ”

TechTarget Chinese original content, original link: http://www.searchcloudcomputing.com.cn/showcontent_58838.htm

(Responsible editor: Lu Guang)