Growth rates of the Russian cloud technologies market. Global cloud computing market

The digital revolution, which has led to a change in business models even in traditional industries, was made possible by the development of computing power and cloud technologies... And Russian companies are well aware of this. According to our statistics, over the past three years, the demand for cloud solutions has been growing by 20-25% annually.

This correlates with the IDC data: according to them, the Russian public cloud market in 2016 grew by 19.3% year-on-year and reached $ 364 million. However, so far Russia accounts for less than 1% of global cloud services sales. Why?

Myth 1. Enemies are all around

Today cloud technologies allow companies through the cloud to receive not only software(SaaS - software as a service), but also infrastructure (IaaS) and platform (PaaS). This radically changes the economy of the company in terms of IT - the user can get both software, infrastructure or platform from the cloud, without bothering to install any capacities.

The active development of clouds for business began in 2013. Sanctions soon followed. Most of the vendors offering cloud solutions are - global companies, most often with American headquarters. For many Russian companies, especially with state participation, this is a serious deterrent to buying their decisions. Especially after the entry into force in September 2015 of the law on the need to host servers in Russia where personal data of Russians are stored.

But you need to understand that such regulation is not tightening the screws, it is in line with world practice, the European Union also has laws that provide for the storage of data on the territory of the country. So vendors use a standard way out - they acquire infrastructure by building their own data centers in Russia or by negotiating the use of Russian servers with their partners. For example, according to an agreement between Microsoft and MTS, the operator from 2018 begins to provide customers with hybrid cloud services Microsoft Azure Stack from their data centers.

Myth 2. Data is vulnerable

Many customers are concerned about data security when using solutions from global vendors. Here you need to understand that Oracle, IBM or Microsoft, competing globally with Amazon for B2B customers, are spending far more money on data security than any major company in one country can afford. On the territory of Russia, for example, until recently there were only two data centers providing a Tier 4 security level, which is able to preserve data even during a tsunami, while Oracle alone has about twenty such centers around the world.

In the end, it is possible to create a private cloud for the company. Oracle C Concept [email protected] and the hybrid Microsoft Azure Slack system involves the installation of all hardware in the client's data center directly (technology does not care where it is deployed). All "hardware" - individual configuration and for those services that given client ordered. The machine is connected to the Internet, all software updates occur at the same time as for services in the public cloud.

Myth 3. Didn't touch - I don't believe

There is a certain inertia of thinking in terms of receiving services through the cloud. The IT system of the company works stably, even at the cost of "patch" solutions for new business needs. And the transition to a new model is a step into the unknown. AppStore has changed a lot in the minds of Russians, cloud solutions like Dropbox, iCloud, email clients on mobile devices have already become familiar. But this experience has not yet reached the mass of personal computers. Even a package of office programs, many still prefer to buy in a box, although a subscription seems to be a more profitable solution - all updates are available at the time of release and do not have to pay extra for them.

There is an opportunity to “touch” cloud services - you need to try it first in a small area, for example, when launching a new project. In the end, it is the cheapness of the experiment when using cloud technologies (no need to purchase all licenses for software, servers, etc.) that allows companies to test certain business solutions faster and change business. Cloud solutions for testing new ideas and pilots are used, for example, in M.Video, according to our observations, all clients who bought cloud solutions for trial, after the expiration of the service, either renew their subscription or apply for additional options. It is enough to see how many new services are now being provided to their clients by banks, which began to use the cloud earlier than others. Sberbank, Alfa-Bank, Tinkoff Bank use cloud technologies. Even all government services are already in the clouds.

Myth 4. Money down the drain

Many customers are reluctant to migrate to the cloud, as they feel sorry for the money that was spent on building the old infrastructure. Worth revisiting economic effect... The company is becoming more flexible - an employee has access to cloud services not only from a work computer, there is no need to purchase servers or data storage systems - you just need to get a subscription to the IaaS service. There is a need for large capacities - you can increase them with one button. Overall, clouds provide a 30-50% reduction in IT costs. In addition, variable costs (unpredictable, economically incomprehensible in the long term) become permanent (that is, easily predictable and easily budgeted), which is important for the company's economy.

Myth 5. Wolves, wolves!

Since 2013, major vendors and distributors have been proving their customers the need to move to the cloud. Now even the government in this matter is on the same side of the fence with the vendor. Cloud technologies are widely used in public services. And the government program “ Digital economy"Has become a driver of market growth, as has the rapid development of predictive analytics technologies, big data and the Internet of Things. If you do not start to master them today, it will be more difficult to jump on a fast accelerating train.

Consumption of cloud services is growing as businesses understand the potential of these technologies.

Globally, the cloud market is growing six times faster than the IT industry, according to various analytical agencies. Each American company plans to spend on cloud services an average of about $ 1.77 million in 2017, while companies from other countries - $ 1.3 million (estimate of the American holding IDG). The share of Russia in the global cloud "arena", according to the research company Forrester Russia, is 0.4%, and the development is proceeding, in general, following global trends. For the first quarter of 2017, according to the TAdviser publication, more than 60% of organizations from different sectors of the Russian economy confirmed the use of cloud services.

The demand for the cloud is driving new digital enterprise strategies everywhere today. The clouds are driving business transformation, helping them reduce capital expenditures and channel those freed-up funds into innovation. V American corporation Oracle cloud is called a technology that accelerates decision making and provides new opportunities for growth. Oracle estimates that by 2020, up to 80% of IT budgets will go to the cloud. This will reduce not only CAPEX, but also the costs of operation, support and IT upgrades.

At the same time, clouds increase the speed of reaction to changing market changes and accelerate the time-to-market (the time for the launch of new products or services). “Time-to-market is the most valuable advantage that the use of a public cloud brings, as it increases competitiveness, including through the ability to scale and optimize resources for business needs,” comments Dmitry Marchenko, Marketing Director of Data Processing Technologies and cloud platform Microsoft in Russia.

By moving to the cloud, service deployments can be reduced to days and changes can be reduced to hours. Flexible payment only for consumed resources can provide, according to Oracle, savings of three to four times.

Infrastructure growth

According to the American analytical company Gartner, in 2016 the global market for cloud services amounted to $ 209 billion, showing an increase of 20%. Its driver is infrastructure services (IaaS), sales of which increased by 56% over the same period. The transfer of IT infrastructure to the cloud stimulates the need for computing power and high-performance workloads, which is formed by new technologies - artificial intelligence, machine learning, the Internet of things, etc. The growth of this area also provides stable interest from outside big business- the "holder" of the main share of IT budgets, for which the decrease due to the cloud load on CAPEX is noticeable. The "heavy" ones migrate to the clouds more actively Information Systems these customers, where the amount of data is measured in petabytes.

“Cloud consumption is growing steadily,” confirms Valery Kaplenko, Director of information technology of the Faberlik company. “The increase in this demand stimulates the nonlinearity of our load, because we are tied to the timing of the release of a new catalog and every three weeks we have a significant demand for a sharp increase in productivity. It is important for us not to keep at all the capacities that can allow us to withstand this peak, but to use the allocated resources, giving the load “to outsourcing”. That is why cloud rental services are very interesting. And if we proceed from our business objectives, the model of using a partner cloud is preferable to a private one. "

A new Oracle study found that 64% of companies already using IaaS confirm significant reductions running costs on the Maintenance... The process is still held back by security issues, loss of control and the complexity of migration. Although already 64% of experienced IaaS users report that the migration was easier than expected. The majority of respondents agree that IaaS will play an important role in their business over the next three years, with 44% saying they will use IaaS more or will migrate their entire IT infrastructure of their business to IaaS.

The upward trend in the demand for IaaS and PaaS (platform as a service) will continue, since today it is possible to solve the painful issue of privacy and safety of client data in the cloud, Softline believes. “For example, with Oracle Cloud Machine, the entire Oracle technology stack is supported in the customer's data center, and the infrastructure is delivered as a service. The customer gets the opportunity to deploy a full-fledged Oracle cloud within its IT perimeter. This approach is called Oracle Cloud at Customer. Thanks to it, a service is provided that fully complies with the specifics of the legislation - for example, the law on personal data, since data is stored in Russia and processed using Oracle tools, ”explains Valentin Martinsh, Director of the Sales Development Department for Complex Projects of the Softline Group of Companies.

Large software

In turn, the SaaS (software as a service) segment is growing at 23% per year. Here, the main consumers are medium and small businesses with typical processes for which standard (not always suitable for large companies) solutions are suitable. SaaS today accounts for nearly double the revenue of IaaS services, according to Gartner.

Oracle predicts that by 2025, 80% of the global SaaS market will belong to two major vendors, and all new applications will be distributed using this model. Also, almost all corporate data will be stored in the cloud.

Softline believes that SaaS looks preferable for companies that need to use a ready-made service within their business processes. “In a matter of days and even hours, you can get an advanced CRM or a ready-made production management system from the cloud without spending anything on infrastructure, server and application software,” explains Valentin Martins. According to a survey by Forrester Russia and SAP, more than half of Russian companies today are leaning towards using the cloud to optimize personnel management, procurement, planning, sales, workflow, finance, etc.

The overall level of confidence in cloud services in Russia is growing, although it is slower in the public sector than in business. According to IDC forecasts, government initiatives in the next five years will further stimulate cloud consumption. However, there is still little awareness of the migration process, the costs involved, and new models for managing services from the cloud.


The relevance of research

The cloud services market in Russia is dynamically developing and highly promising. For the analyzed period, the growth rate of revenue in the industry "Computer software development and consulting in this area" is higher than the dynamics of revenue in all industries of the Russian Federation, while the growth rate of the cloud services market also surpasses the dynamics of the industry "Computer software development and consulting in this area", for with the exception of 2015. At the end of 2016, the growth of the cloud services market amounted to 43.1% against the background of an increase in the revenue of the industry "Development of computer software and consulting in this area" by 15.5%, an increase in revenue in all branches of OKVED 13.7%.

Purpose of the study

Analysis of the state of the cloud services market, assessing the market size, analyzing competitors, as well as identifying factors affecting the cloud services market

Content

Part 1. OVERVIEW OF THE RUSSIAN MARKET OF CLOUD SERVICES

1.1. Main characteristics of the market

1.2 Dynamics of the volume of the cloud services market in 2012-2016 Potential market size

1.4 Competition from substitute products

2.2. The structure of the global cloud services market by industry, company size, geography

2.3. Competitive analysis in the global cloud services market

3.1. Stage life cycle market

3.2. Market saturation

3.4. Market shares of the largest competitors

3.5 Profiles of Major Players

Part 4: SEGMENTATION OF CLOUD SERVICE PRODUCTION

4.2 Geography of location of the main companies in the regions

Part 5: ANALYSIS OF CONSUMPTION IN THE CLOUD SERVICE MARKET

5.1. Dynamics of volume and structure of consumption

5.2 Number of buyers and their financial capacity

5.3 Analysis of consumer preferences

5.4. Knowledge level of major cloud operators

5.5. Analysis of the results of the procurement tenders

5.6 Prices for domestic market RF in the segment of cloud data storage

Part 6: ANALYSIS OF MACRO FACTORS AFFECTING THE MARKET

Study excerpt

Part 1: OVERVIEW OF THE RUSSIAN MARKET OF CLOUD SERVICES

1.1 Main characteristics of the market

Cloud computing is a model of providing convenient network access on demand to a certain common fund of configurable computing resources (for example, data networks, servers, storage devices, applications and services - both together and separately), which can be quickly provided and released with minimal operating costs or calls to the provider.

1.2. Dynamics of the volume of the cloud services market in 2012-2016 Potential market size

The growth rate of the Russian cloud market is, according to various experts, from 20% to 50% per year in ruble terms. An objective assessment of the volume of the cloud services market in the Russian Federation is difficult due to the lack of a classification agreed by market participants and analysts.

Diagram 2. Volume of the cloud services market in Russia, 2012-2016, billion rubles.

According to estimates, the Russian market of cloud services in 2016 amounted to about ... billion rubles. The differences between the estimates are due to different approaches to market inclusion of ancillary cloud services.

At the same time, the real volume of the cloud services market in Russia is far from reaching the potential market capacity, which is more than ten times higher than the existing market volume and is estimated by GidMarket analysts at not less than ... mln rubles.

At the same time, the cloud services market remains one of the most dynamic markets in Russia. Below is a comparison of the growth rate of the market for cloud services with revenue in the industry "Development of computer software, consulting services in this area and other related services", as well as with the dynamics of revenue in all sectors of the Russian economy.

Chart 3. Growth rates of the market for cloud services in comparison with the growth rates of revenue in the industry "Development of computer software and consulting in this area" and with the growth rates in all sectors of the Russian economy, 2013-2016,%


1.3. Key trends, drivers, threats of the cloud services market

Below are the main trends, drivers and threats of the cloud services market in Russia ...

1.4 Competition from substitute products

Cloud technologies and cloud services in themselves are a product-substitute for the traditional organization of work with data, the next step on the way to mobility, efficiency, flexibility. Perhaps, in the next decade, more advanced technologies for placing and processing information will be created, but today cloud services are actively developing in the world (the dynamics are up to seven times higher than in the IT industry as a whole) and are undergoing a stage of formation in Russia, displacing outdated technologies.

The competing product in this case is the usual approach to organizing storage and working with data (placing information on local computers, purchasing and maintaining our own server capacities, using traditional local software, etc.), which are preferred by conservative companies. At the same time, from year to year, the degree of trust and the level of implementation of cloud solutions is increasing, and every year cloud technologies are improving and are experiencing less and less influence from isolated IT technologies. Thus, the degree of influence from the substitute products is moderate.

Part 2. COMPARISON WITH THE INTERNATIONAL MARKET

2.1. Dynamics and volume of the global cloud services market

At the end of 2017, spending on public cloud services in the world will amount to ... billion dollars, which is ...% more than in the current year. This is stated in the forecast of the research company IDC. Two-thirds of all expenses in this market will fall on SaaS (Software as a Service) services. Almost half of all expenses will fall on large companies with over 1,000 employees. The largest market from a geographical point of view will be ...

2.2. The structure of the global cloud services market by industry, company size, geography

When assessing the industries using cloud services, an international approach to the classification of industries was used: discrete and process production ...

Chart 4. Segmentation of the global cloud services market by industry, 2017 (forecast)


2.3 Competitive analysis in the global cloud services market

According to the results of the study ..., the leadership in the segment of public cloud services in the world belongs to ... (31% in January 2016), followed by ... (9%) ...

2.4. Analysis of consumer preferences in the sector of consumption of cloud services on a global scale

The characteristics of current consumer preferences in the sector of consumption of cloud services on a global scale are presented in detail by an international company…. In January 2017 ... conducted its sixth annual cloud market research and the latest trends in cloud services, with a focus on Infrastructure as a Service (Iaas). According to the results of the survey, it was revealed that in 2017 there is ...

Diagram 8. Dynamics of the use of cloud services in the world, 2015-2017


2.5. Comparison of the cost of cloud services per capita in the United States, Russia and the world as a whole

Comparison of the costs of cloud services per capita in the USA, Russia and the world as a whole was carried out by the company "GidMarket" ...

Part 3: COMPETITIVE ANALYSIS IN THE CLOUD SERVICE MARKET

3.1. Stage of the market life cycle

The cloud services market in Russia is at the beginning of the life cycle growth stage. This is evidenced by: ...

3.2. Market saturation

The saturation of the cloud services market in Russia is low. As noted above, this is due to an insufficiently formed culture of using cloud resources, in Russia fears about insufficient reliability of data storage, operational efficiency still have a dominant influence ...

3.3. The largest players in the market

According to TAdviser, the largest operators of the cloud services market in Russia are PF… JSC,… Group of Companies,… LLC,….

3.4. Market shares of the largest competitors

According to ..., local developers account for almost half (46%) of the cloud services market, ... accounts for 31%, ... accounts for 23% as of 2017.

3.5. Major player profiles

Part 4. SEGMENTATION OF CLOUD SERVICE PRODUCTION

4.1 Degree of product differentiation

It is customary to distinguish three main segments on the cloud services market:…,…,…. According to the research of companies ... and ..., during 2012-2016. share of segments ...

Diagram 17. Shares of cloud services market segments in Russia, 2012-2016,%


4.2. Geography of placement of major companies in the regions

The analysis of the location of the main companies in the regions shows that ... FD dominates in the geographic structure of the Russian cloud services market. The location of leading IT companies in the capital is also explained by the concentration of the main customers - large Russian and representative offices international companies in Russia, which, as a rule, have a head office in Moscow.

Part 5. ANALYSIS OF CONSUMPTION ON THE MARKET OF CLOUD SERVICES

5.1. Dynamics of volume and structure of consumption

According to the regional director ... in Russia ..., retail consumed the most cloud services in 2015 - it accounted for ...% of the market, ...% - for transport and logistics, ...% - for media and media holdings.

5.2. The number of buyers and their financial capabilities

The growing interest in cloud services is observed both on the part of large and medium and small businesses in Russia. The only question is choosing the optimal business model. Small companies are primarily interested in accounting and mail services, applications for exchanging information, restoring and archiving files. Larger organizations are interested in virtual servers and communication services, as well as a complex set of various services. IT startups use cloud technology to serve a large number of customers without investing in expensive computing equipment.

5.3. Analysis of consumer preferences

Based on the analysis of the statistics of companion phrases for cloud services and cloud storages in Yandex search queries, GidMarket analysts have identified the most important components of choosing a cloud storage. These are (in descending order): availability and amount of payment, size of storage for the user, purpose (for games, video surveillance, finance, etc.), reliability, ease of use.

5.4. Knowledge level of major cloud operators

According to the results of a survey conducted ... in the study of the cloud services market, it was revealed that ...% among the surveyed companies cooperating with foreign companies and ready to name a partner company in this direction- cooperate with ..., the company ... was indicated by 21%, the company ... is in third place (16% of the respondents).

Diagram 24. Partnership with global cloud providers in Russia


The respondents were asked to name the Top 5 cloud providers and rate their strengths on a 10-point scale. ...

Chart 25. Plans for the use of cloud services in Russia in the near future, 2017


5.5. Analysis of the results of the procurement tenders

Analysis of the content of tender purchases shows that cloud services are still the subject of rare use. For two months (06/01/17 to 09/01/17) ... tenders were announced for the procurement of services related to cloud services ...

5.6. Prices in the domestic market of the Russian Federation in the segment of cloud data storage

In the segment of cloud data storage, as a rule, operators within ...

Part 6. ANALYSIS OF MACRO FACTORS AFFECTING THE MARKET

Part 7. ASSESSMENT OF FACTORS OF INVESTMENT ATTRACTIVENESS OF THE CLOUD SERVICES MARKET

Part 8. FORECAST OF MARKET VOLUME UNTIL 2021

Diagrams

Diagram 1. The main components of the cloud services market

Diagram 2. Volume of the cloud services market in Russia, 2012-2016, billion rubles.

Chart 3. Growth rates of the market for cloud services in comparison with the growth rates of revenue in the industry "Development of computer software and consulting in this area" and with the growth rates in all sectors of the Russian economy, 2013-2016,%

Chart 4: Segmentation of the global cloud services market by industry, 2017 (forecast)

Chart 5. Shares of the largest operators in the segment of public cloud services in the world, 2016

Chart 6. Shares of the largest operators in the Iaas segment, Q4 2016 Nov.

Chart 7. Use of cloud services in the world by type: public, private, hybrid, 2017

Diagram 8. Dynamics of the use of cloud services in the world, 2015-2017

Chart 9. Key concerns about cloud services in the world, 2016-2017

Chart 10. Cloud Initiatives in 2017

Chart 11. Cooperation with public cloud services in the world by brand, 2017

Diagram 12. Cooperation with private cloud services in the world by brands, 2016-2017

Chart 13. Distribution by the number of virtual machines in the cloud in the world, 2017,%

Difficulties in the economy are pushing customers to migrate to the clouds, the blessing for last years the business has had enough time to familiarize itself with this IT consumption model. At the same time, the uneven development of various sectors of the economy leads to a bias in the structure of the Russian cloud market in favor of selling raw IaaS infrastructure to large companies. In developed countries, the main cloud commodity is off-the-shelf applications (SaaS) consumed by SMBs. However, in the next few years, Russia and the leading markets will "change trends": IaaS will develop more actively in the world, and SaaS in Russia.

While the global IT market is stagnating, the cloud segment continues to grow at a rapid pace. According to Gartner, in 2016 the cloud market will grow by 16.5% from $ 175 billion to $ 203.9 billion. About the same dynamics are predicted by IDC analysts: in their opinion, global spending on public cloud services in 2016-2019. will grow by 19.4%, which is six times ahead of the dynamics of the global IT market. In total, $ 70 billion was spent on cloud services in 2015, and in 2019 this figure will exceed $ 141 billion, according to IDC.

The difference in absolute figures of the two analytical agencies is due to the fact that Gartner interprets the concept of public cloud services much more broadly and, in addition to traditional IaaS, SaaS and PaaS, also includes cloud advertising revenues ($ 79.4 billion in 2015) in their statistics, services cloud security and management ($ 5 billion); and BPaaS (business process-as-a-service, $ 39.2 billion). Unlike SaaS, when software is leased through the cloud and used by an employee of the company, BPaaS involves the complete transfer of the process to outsourcing with dismissal internal staff... If we consider only IaaS, SaaS and PaaS, then Gartner data speaks of a market size of $ 51.4 billion in 2015, with its growth by 26% to $ 66.7 billion in 2016.

The volume of the global cloud market (SaaS +PaaS +IaaS), $ billion

A source: CNews Analytics, IDC, Gartner, 2016

The key point is that experts agree on the pace of development of the cloud market. The main driver for migrating to the cloud is economic viability. As a rule, it is cheaper for enterprises to rent software and hardware as needed (pay-as-you-go model) than to invest in building their own IT infrastructure.

In addition, clouds, like any IT, can optimize internal business processes and increase efficiency. “For example, in the field of electronic document management, the cost of manufacturing and delivery electronic document about 10 times less than paper. Moreover, this fork continues to increase, as postage rates and prices for paper and printing are growing, and prices for sending electronic documents are decreasing, '' says Igor Zelenko, Director of Retail and Distribution Department, Corus Consulting CIS. - An important role is played by the possibility of accelerating business, taking into account the huge distances of our country. For example, it is possible to exchange a signed legally significant agreement in electronic form between counterparties in Moscow and the Far East during a working day, but in paper form it will take at least a month. "

Also noteworthy is the growing confidence in the cloud from customers. Whereas previously security issues were a key factor in the implementation of public services from the clouds, now customers are more concerned with issues of cost savings and optimization of business processes. “Fears about safety remain, but many companies are successfully overcoming them. Therefore, now it is not a dead end, but quite work situation... We are all already accustomed to cloud office applications, online and mobile banking. The achieved level of security allows you to use them without significant risks, ”says Alexey Degtyarev, CEO of the electronic trading platform B2B-Center.

Everything is like people

The growing confidence in clouds and the awareness of their economic benefits are characteristic of the whole world, including Russia. In the opinion Katerina Kostereva, CEO of the Terrasoft group of companies, this is influenced, among other things, by the rapid development of the technologies themselves.

“Intelligent business processes, predictive analytics tools, IoT integration are technologies that require powerful resources and the ability to quickly scale to meet the ever-growing business requirements. Of course, not all enterprises can afford to support the necessary infrastructure locally. While the cloud provides the company with the resources it needs by taking headache in terms of service performance and availability, security and scaling speed, ”states Katerina. In addition, in the domestic market, an additional incentive for the transition to the cloud is the crisis, which forces businesses to improve efficiency and cut costs. “Almost all companies have sequestered their investment budgets in the last two years,” says the head of Softline's cloud technologies department. Leonid Anikin... - There are fewer projects for the construction of our own data centers and / or massive purchases of server equipment in Russia. On the other hand, customers still need to launch new projects. These projects, in turn, require equipment. Since it is not always available, we have to rent a ready-made IT infrastructure ”.

The growth rates of the Russian cloud market are, according to various estimates, from 20% to 35% per year in ruble terms. "The Russian market of cloud services, as not mature enough, demonstrates growth of 25-30% annually," the expert at Mango Telecom believes. Andrey Kozlovsky... According to him, Objective assessment The volume of the cloud services market in the Russian Federation is difficult due to the lack of a classification agreed by market participants and analysts. “We agree with the majority of analysts, who in 2015 estimated the Russian cloud market at RUB 16–18 billion. In the next three years, it will add 20-25% annually, ”says Andrei Kozlovsky.

What factors determine the development of clouds in Russia?

Positive factors Negative factors
1 "Clouds" have become an understandable technology, and customers no longer need to explain the principles of their work, Clients know the basic cloud services, understand what is included in them, and are guided by the cost Latency: Many companies remain wary or negative about the cloud, especially in terms of security
2 Due to the crisis since the beginning of 2014, companies have been optimizing budgets for the purchase and rental of equipment by migrating to the clouds. Negative information background about data leakage from the clouds (especially in the public sector), for example, in connection with the activities of Edward Snowden
3 The rapid development of clouds on an international scale, Russia is part of the global market and is subject (albeit sometimes belatedly) to all the key trends of this market Several industries have stringent service requirements information security that prevent certain data and applications from being hosted in the service provider's cloud
4 An increase in the quality and reliability of cloud services, the presence of a large number of successfully implemented cases Increase in capitalization, Companies deliberately keep a large amount of equipment on the balance sheet in order to maintain a high capitalization
5 The requirement for the storage of personal data on the territory of the Russian Federation, which leads to migration from foreign clouds to Russian Lack of uniform standards - the difference in the classification of services, in the interpretation of the actual and "paper" SLA among market participants
6 Integration of cloud products with each other, If previously isolated products were sold, now you can build a single ecosystem from cloud applications In Russia, the process of modernization of legislation in the field of information security is actively underway, which negatively affects the timing of the introduction of new products.
7 Distribution of broadband access in the regions and development mobile internet, deployment of 4G networks Lack of cloud-savvy IT staff

Source: CNews Analytics, 2016

Which clouds are growing the fastest?

In the global market, the dominant consumption model for cloud services is SaaS (Softaware-as-a-Service), that is, the rental of remote applications when the program is accessed through a browser. According to Gartner, the SaaS segment accounts for almost twice as much revenue as IaaS services, which represent the second key group of cloud products (IaaS - renting virtualized computing power in a remote data center).

In recent years, many software developers have moved to the cloud-first model, according to which preference is given to development based on the SaaS / PaaS platform, rather than in the format of traditional boxed software, says senior vice president of IDC Frank Jens(Frank Gens): “This means that with the next software update, to corporative clients SaaS solutions will be offered as a preferred option ”.

Global volume and dynamics of revenue of segments of the cloud services market

2015 g. growth in 2015 2016 Nov. growth in 2016
BPaaS 39,2 2,7% 42,6 8,7%
SaaS 31,4 15,5% 37,7 20,3%
PaaS 3,8 16,1% 4,6 21,1%
IaaS 16,2 31,9% 22,4 38,4%
Cloud management and security services 5 20,7% 6,2 24,7%

Source: Gartner, 2016

At the same time, demand for IaaS will grow at a faster pace than SaaS. Gartner predicts that revenue from SaaS deliveries will increase by 20.3% in 2016, while the IaaS market will grow 38.4%. “The IaaS segment remains the fastest growing as large companies abandon their data center expansion and move their infrastructure to the public cloud,” comments Gartner's director of research. Sid Nag(Sid Nag).

SaaS? Dont need it, thanks

The structure of cloud sales in Russia differs from the global picture: the largest part of the cloud “pie” falls on IaaS. The reason lies in the underdevelopment of small business, which is the main consumer of "software as a service". In the same time large enterprises enterprise class are more interested in renting computing infrastructure and storage capacities, and business processes within companies are not always typical and can be satisfied using standard SaaS applications.

From this point of view, Russia even outstripped the world market, because domestic companies are already actively migrating to IaaS, believes the head of the marketing department of SKB Kontur Maxim Nahabo: “It's just that in Russia this tendency manifested itself earlier. Large companies are ditching their own data centers in favor of IaaS. This gives them access to any infrastructure for agile and rapid innovation and allows them to grow rapidly to market and support any volume of new products and services. ”

“In Russia, IaaS dominates the cloud structure,” states DataLine CEO Yuri Samoilov... - Large business remains the main consumer of cloud technologies. With the help of IaaS, such companies solve the problem of scalability, optimization of IT costs. At the application level, they most often use own developments or highly customized vendor solutions. SaaS services with limited customization capabilities cannot always be tailored to established business processes. PaaS and SaaS will gradually grow, but this growth will be slow. "

“As you would expect, SMB buys more public SaaS services, and the corporate segment buys private IaaS,” notes Andrey Kozlovsky... "Although today more and more large companies are turning to SaaS services." According to him, in the future, the picture of the development of SaaS and IaaS will remain. Head of the virtual data center "Croc" Maxim Berezin is more optimistic than his colleagues and expects an increase in the share of SaaS in cloud budgets: “Gradually, as trust in the cloud grows, customers are showing more interest in SaaS services, and we expect this area to grow significantly faster than the entire segment of cloud services ".

I agree with him and Katerina Kostereva, CEO of the Terrasoft group of companies. According to her, more and more enterprises, including those in the domestic market, prefer the SaaS model. If earlier companies were ready to invest several years in the development of their own CRM solutions, today it is understood that this does not bring the expected result. The world is changing rapidly, processes are becoming more complex, and business requirements are growing. In these conditions, it is more efficient to use ready-made solutions from the vendor. “This year we switched to delivering new functionality to cloud clients every 2-3 weeks. All our customers receive an update package that allows them to apply latest developments to manage your business, - says Katerina. "The benefits of SaaS are clear and will only grow in popularity."

There are too few small businesses

According to IDC, more than 40% of cloud providers' revenue comes from small and medium-sized businesses with fewer than 500 employees. It would seem that from this point of view, Russia should have excellent prospects, since as of August 2016 there were more than 4 million commercial legal entities in the country, as well as more than 4 million registered individual entrepreneurs... Nevertheless, the SMB segment accounts for more than 20-30% of revenue, according to the opinion of cloud providers surveyed by CNews. The reason lies in the more difficult conditions for running a small business, and, as a consequence, its lower solvency.

“In Russia, at best, 20% of the revenue of cloud providers comes from SMBs, and 80% from large companies. Our SMB is not always solvent. Small and medium business on the brink of survival and low-tech, so it is difficult for small companies to part with money for cloud subscriptions. Plus, the price of cloud subscriptions for them is often high, ”explains Maksim Nakhabo. Nevertheless, even in such conditions, there is a certain margin of growth, because it is the clouds that allow achieving higher efficiency and optimizing IT costs, so in the future we should expect a gradual increase in the share of SMBs in the cloud market.

Industry structure of cloud customers

Cloud Solution Provider Cloud product class List of major industries that are purchasing cloud solutions
B2B-Center Electronic marketplace (SaaS) Metallurgical, engineering, energy companies; nuclear industry enterprises; telecommunication, transport and oil service enterprises
DataLine IaaS Banks, retail, media, internet services
Softline Distribution of software from various manufacturers (Microsoft, Google, Kaspersky Lab, etc.) according to the SaaS model Retail, distribution, consumer goods (FMCG)
Stack Group IaaS Internet projects, Internet retailers, IT insourcers, finance, public sector
Servionica IaaS, SaaS (1C) Retail, telecom, holding companies, transport and logistics
Corus Consulting CIS Electronic Document Management (SaaS) Retail, telecom, resource providers (water utilities, energy sales)
Croc IaaS, selling third-party SaaS Retail, IT solution developers, financial sector, manufacturing enterprises
Mango Telecom Cloud telephony Retail, wholesale, online shopping, IT, manufacturing
SKB Kontur Tax reporting, accounting, electronic document management(SaaS) retail and wholesale, services, IT, real estate, manufacturing

02/22/2017, Wed, 09:09, Moscow time , Text: Vladimir Bakhur

According to the domestic market research from SAP and Forrester, cloud technologies in Russia will grow faster than the IT market as a whole: with an average annual rate of 21%, the cloud market will triple compared to 2015.

Russia is ready for cloud technologies

According to the results of the latest research "Cloud services in the corporate sector, Russia 2017. Current state and development prospects", prepared by in4media and Forrester Russia with the support of SAP CIS, by 2020 the volume of the Russian cloud technologies market will amount to 48 billion rubles.

According to the research, large business is currently as ready to use cloud services as possible: in this segment, over 90% of respondents know about cloud services, in small businesses - over 70%. In large business, 54.5% of respondents use cloud services from two or more categories at the same time, in medium business - 50%, in small business - 43%.

During the study, 635 respondents from small, medium and large businesses were interviewed. Of these, 60% are CIOs, 40% are company leaders. Geography of research - 20 cities.

Awareness of Russian companies

Cloud technology market structure

The majority of respondents associate cloud services with virtual infrastructure (IaaS), although now the SaaS model has the largest market share - 58.9%. IaaS and PaaS still account for 37.2% and 3.9% of the market volume, respectively. According to the research, the share of SaaS will increase to 62.4% by 2020, and IaaS will decrease to 32.3%.

Perception of cloud services

According to the survey, 68.6% of large businesses, 56.8% of midsize businesses and 59.7% of small businesses are potentially ready to use cloud collaboration applications.

Compared to the situation two years earlier, the industries that most actively began to migrate to the clouds and doubled the share of users were: wholesale and retail, personal services(from 10.4% to 20.7%), the food industry (from 11.1% to 24.5%), transport and logistics companies - (from 12.3% to 29.6%).

The enterprises of the extractive industries, the fuel and energy complex over the past two years have seen a significant leap in the adoption of cloud services - the share of users increased by 4.5 times from 4.2% in 2014 to 19% in the 2016 survey.

The banking and financial sectors of the economy still have a low level of adoption of new cloud services (16.7%).

Cloud awareness across industries

The growth rate of Russian cloud services exceeds the world

Two-thirds of the respondents still consider the issues of data confidentiality to be the main barriers to using "clouds". The unwillingness of the company's management to use cloud services was noted by 41% of respondents.

Key barriers to cloud adoption

“The study showed that clouds in Russia, following the global market, are gaining popularity in businesses of all sizes,” said Andrey Sharak, deputy general director SAP CIS. SAP in Russia is a leader in corporate cloud systems and will continue to strengthen its presence. The number of the company's clients in the cloud segment in 2015 increased 3 times, last year the dynamics remained unchanged. "

Many of the survey respondents interviewed described various cloud-based requirements that, if met, would facilitate the decision to migrate to the cloud. In addition to security guarantees, the business would like to have easy access to cloud services, respect for confidentiality and financial responsibility. Respondents are much less concerned with ease of use, company reputation, and certification of services.

Cloud service requirements

Already, representatives of small, medium and large businesses are ready to give a significant share of business processes to the clouds, especially those whose maintenance and maintenance now costs companies a lot of money.

Business processes for transferring to the clouds

“Today, the growth rates of cloud services in Russia are significantly higher than the world ones. At the same time, the Russian cloud market is still lagging behind the global one, but we predict its share will increase to 0.4% by 2020. And it is such companies as SAP that contribute to the development of the Russian technology market in accordance with the global one, ”said Maxim Tambiev. Regional Director Forrester Russia.

SAP cloud services

According to the forecast, at an average annual rate of 21%, the Russian cloud technology market will triple compared to 2015.

The structure of the cloud services market in Russia. Forecast

Sergey Makedonskiy, President of the ASTRA Strategic Outsourcing Association, noted: “Our association readily supported research project SAP and Forrester Russia dedicated to deep and detailed analysis of the corporate cloud services market in Russia. We believe that the use of Cloud Computing technologies and services today is very important not only for the ICT industry, but, first of all, for Russian enterprises any size and industry. In addition, cloud technologies traditionally serve as a powerful tool for the development of a post-industrial economy of services through the development of infrastructure, unification of suppliers and consumers, lower costs and expenses, more flexible and effective use resources ".