2021年云报告-71页_15mb

State of the Cloud 2021 Summary

Core Content

The State of the Cloud 2021 report highlights the transformative impact of the global pandemic on the cloud industry, emphasizing the shift to remote work, digital transformation, and the evolution of cloud strategies. It also outlines key market trends, including the rise of SaaS, the growth of cloud unicorns, and the increasing importance of GTM strategies in the new normal.

Main Predictions and Trends

1. The Future of Work Will Be Remote

• Remote Work & Digital Transformation: The pandemic accelerated the adoption of remote work and digital solutions across industries, including HR, finance, and operations.
• Digital Channels: 80% of sales interactions are expected to happen through digital channels by 2025.
• GTM Strategies: Cloud companies are adopting strategies like product-led growth, usage-based pricing, and cloud marketplaces to drive growth and customer engagement.

2. SaaS Brings S-M-B Back

• SaaS Adoption: Small and medium businesses are increasingly adopting SaaS solutions to streamline operations and adapt to the new normal.
• Vertical SaaS: The vertical SaaS market is expected to grow significantly, becoming a major force in the industry.

3. DEI Software Takes Center Stage

• Diversity, Equity, and Inclusion: Software solutions focused on DEI are gaining traction, with a focus on data tracking, culture training, and recruiting.

4. Data & Machine Learning Infrastructure Accelerates

• Cloud Infrastructure Growth: There is a surge in demand for data pipeline, data management, AI/ML operations, and data visualization tools.
• Growth Endurance: Leading cloud companies demonstrate strong growth endurance, with some showing 70-80% YoY growth.

5. Rise of the “Citizen” Developer and Creator

• Low-Code/No-Code Tools: Tools like Webflow, Airtable, and Notion are empowering non-technical users to build applications and workflows.
• Creator Empowerment: Platforms like Substack, Descript, and Mighty Networks are enabling creators to reach audiences and monetize content.

6. Fintech and Crypto Players Transform Financial Services

• BaaS & Card Issuance: Companies like Marqeta, Railsbank, and Stripe are reshaping banking-as-a-service and card issuance.
• Payments & Lending: The rise of B2C & B2B lending, payments, and brokerage/wealth management is driving innovation in financial services.
• Crypto & Security: The crypto market is growing, with players like BlockFi, Coinbase, and TRM leading the way in digital asset management and security.

7. Vertical SaaS Becomes a Tsunami

• Industry-Specific Solutions: The demand for vertical SaaS is growing rapidly, with applications in construction, healthcare, education, real estate, and restaurant industries.
• Key Players: Companies like Procure, ServiceTitan, Brightwheel, and Toast are leading the charge in vertical SaaS adoption.

Market Analysis

Public Cloud Market

• Market Cap Growth: The public cloud market reached a record $2 trillion in market cap by 2021, with the top 5 companies increasing their market cap by 70% from 2020 to 2021.
• Top Public Cloud Companies: The top 3 public cloud companies each have a market cap exceeding $200B, with Amazon dominating the IaaS market.

Private Cloud Market

• Unicorn Growth: There are 527 private unicorns with a cumulative valuation of $1.964 trillion.
• Cloud Multiples: Both public and private cloud companies are seeing multiples over 20x, with Cloud 100 companies growing at 80% YoY.
• Investment Trends: $186 billion was invested in private cloud companies in 2020 alone.

Key Insights

• Growth Endurance: Companies demonstrate strong growth endurance, with 70-80% YoY growth rates expected for private cloud companies.
• Cloud Marketplaces: These have become a key channel for growth, with some companies seeing 10x YoY growth in marketplace deals.
• Cloud Investment: The report highlights the record-breaking IPO and M&A activity in 2020, indicating strong investor confidence in the cloud sector.

Conclusion

The State of the Cloud 2021 report underscores the resilience and growth of the cloud industry in the face of the pandemic. It outlines the shift towards remote work, the rise of SaaS, the increasing importance of cloud marketplaces, and the transformation of financial services. The report also emphasizes the need for cloud companies to focus on product-led growth, usage-based pricing, and digital transformation to thrive in the new normal.