In total, delegates’ views amounted to telcos taking in the region of 18% by revenue of cloud services at the end of the next three years.Īpplying these views to an extrapolated ‘mid-point’ forecast view of the Cloud Market in 2014, implies that Telcos will take just under $9Bn revenue from Cloud by 2014, thus increasing today’s c$1Bn share nine-fold. Most market forecasts are that the total cloud services market will reach c.$45-50Bn revenue by 2013 / 2014, including the Bain forecast previewed at the Americas Telco 2.0 Brainstorm in April 2011.Īt the EMEA brainstorm, delegates were presented with an overview of the component cloud markets and examples of different cloud services approaches, and were then asked for their views on what share telcos could take of cloud revenues in each. cloud services revenue, with 25% compound annual growth rate (CAGR) forecast to 2013. Today, Telcos have around a 5% share of nearly $20Bn p.a. This document gives an overview of the output from the Cloud session of the Telco 2.0 stream.Ĭompanies referenced: Aepona, Amazon Web Services, Apple, AT&T, Bain, BT, Centurylink, Cisco, Dropbox, Embarq, Equinix, Flexible 4 Business,, Google Apps, HP, IBM, Intuit, Microsoft, Neustar, Orange, Qwest,, SAP, Savvis, Swisscom, Terremark, T-Systems, Verizon, Webex, WMWare.īusiness Models and Technologies covered: cloud services, Enterprise Private Cloud (EPC), Virtual Private Cloud (VPC), Infrastucture as a service (IaaS), Platform as a Service (PaaS), Software as a Service (SaaS).

The event brought together 250 execs from across the telecoms, media and technology sectors to take part in 6 co-located interactive events: the Telco 2.0, Digital Entertainment 2.0, Mobile Apps 2.0, M2M 2.0 and Personal Data 2.0 Executive Brainstorms, and an evening AppCircus developer forum.īuilding on output from the last Telco 2.0 events and new analysis from the Telco 2.0 Initiative – including the new strategy report ‘ The Roadmap to New Telco 2.0 Business Models’ – the Telco 2.0 Executive Brainstorm explored latest thinking and practice in growing the value of telecoms in the evolving digital economy. STL Partners’ New Digital Economics Executive Brainstorm & Developer Forum EMEAtook place from 11-13 May in London.

Dropbox developer revenue share