NTT buys two cloud computing companies in 875 million dollars, merging into cloud computing trends

Japan NTT Communications spend 875 million yuan to buy two U.S. cloud computing companies Virtela Marvell and Ragingwire Data Centers, and the previous domestic and foreign companies through the acquisition of cloud computing business layout and development, cloud computing area mergers and acquisitions trend is obvious.

* * Traditional IT giants transformation, PAAs enterprises into the first choice of mergers * *

IDC has published a report predicting a wave of mergers and acquisitions in the cloud computing world. "Because cloud computing technology is gradually affecting the traditional business IT business, the fastest way for all kinds of giants to get the business is mergers and acquisitions." One industry insider said.

SAP had previously bought Cloud software development company Success MX at $40 a share, with a premium rate of 61%,IBM $2 billion trillion in mergers and acquisitions of cloud computing companies SoftLayer. And the domestic purple light shares [-0.69% funds Research Report] (000938. SZ) also financed mergers and acquisitions in the world and other companies, focus on enhancing the company's own cloud computing business capabilities. SAP and Violet shares are the traditional it field of large manufacturers, mergers and acquisitions become the traditional giants into the field of cloud computing is an important way.

and emerging cloud-computing companies are also increasing their technological capabilities through mergers and acquisitions, and cloud service provider Salesforce previously spent $2.5 billion on exact Target. A consultant said that because cloud computing is a broad industry and that cloud solutions from different industries may be significantly different, it is a quick and easy way to expand applications through mergers and acquisitions.

"SaaS (Software as a service software) will then show a better appeal than the PAAs (Platform as a service platform, or services) vendor." said the industry personage. For now, the visible majority of mergers and acquisitions are also concentrated in the SaaS sector, mainly because of the PAAs and IaaS (infrastructure as a service infrastructure, services), which makes it difficult for startups to support huge purchases and support costs, "many startups are working on PAAs platforms ”。 Another it giant Microsoft, the frequent outgoing potential takeover of Netflix's tooth decay business is concentrated in the application area.

* * Cloud computing prospects, domestic mergers and acquisitions cautious * *

The large number of mergers and acquisitions by many giants shows it's traditional vendors are bullish on cloud computing, with simple statistics showing that the 2013 acquisition of the cloud computing sector by SAP, IBM and Oracle has reached $ billions of trillion. The 2013 global Public cloud services market is expected to grow by 18.5% to $13.1 billion trillion, Gartner's data show. and domestic, 2013 cloud computing market scale is 117.412 billion yuan, the past three years, the annual compound growth rate will reach 91.5%.

There have been a number of success stories for giant mergers and acquisitions, with IBM acquiring soft layer to build a new cloud computing branch around it, but sector revenues are expected to reach $7 billion trillion in 2015. But at present, the long-term stagnation of the IPO to allow a number of various areas of the company through acquisitions and other forms of listing in the context of the domestic traditional IT giants did not have a large number of mergers and acquisitions action.

A number of analysts have said that, because of the domestic traditional IT vendors have more national background, its capital operations are often more cautious. Previously, the East China computer [0.34% Funds Research Report] (600850. SH) and other companies have said they are more cautious about capital operations. In addition, the above analysts believe that many of the traditional IT companies in China's cloud computing technology is still the profitability and way to wait and see.

Previously, Amazon, Google Cloud storage Low-cost competition for a number of small and medium-sized cloud computing manufacturers have brought great impact, and a number of domestic cloud computing vertical application Network has also appeared a low price competition, "We all understand that this is the technology future, but how the profit has not very clear understanding," said the analysts.

In addition, compared with the emerging internet companies, traditional IT giants transition cloud computing is always accompanied by pain, Microsoft's Azure after years of promotion to gain a certain market share and customers. The domestic internet giant abt (Alibaba, Baidu, Tencent) has occupied a lot of cloud computing market share, still have how much share leave traditional it enterprise "also difficult to estimate".

A-share market, the wave of information, East China computer, Neusoft Group and many other involved in cloud computing industry chain of several nodes of the company there is no merger trend.

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(Responsible editor: The good of the Legacy)