2020年云端狀態（英文版）（27頁）.pdf

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1、Copyright Bessemer Venture Partners 2020 State of the Cloud 2020 CO-AUTHORS Byron Deeter Elliott Robinson Hansae Catlett Mary DOnofrio 2 | State of the Cloud 2020 Cloud macro trends, growth strategies for founders, 2020 predictions, and why we believe the future is forged in the cloud. In 1998 when

2、Netsuite was founded, and then in 1999 when Salesforce first launched, many experts in tech believed the cloud was just a fad. Even leaders like Larry Ellison and Steve Ballmer were early skeptics. How could a business with significant development and sales costs upfront, and payment terms on the ba

3、ckend, ever work? Since the early 2000s, the industry has seen exponential growth, both in private and public spheres. Many companies have cloud strategies in place, but they are amidst their digital transformations. We believe the future of technology is forged in the cloud, and after two decades o

4、f growth its just the beginning. In a time when founders and investors are faced with unprecedented market volatility, it is especially timely to step back and look at the long arc of technology, and the cloud computing revolution in particular. In Bessemers State of the Cloud 2020 Report, we share

5、twenty years of data on the private and public cloud market trends, dive into the time tested tenets that early-stage cloud founders need to prioritize for growth, and of course, our predictions which explain the emerging categories were eyeing to spot promising new companies. 3 | State of the Cloud

6、 2020 The cloud industry from 2000-2020 In 2000, top private cloud companies included, Salesforce, Netsuite, Trigo Technologies, EchoSign, and Paypal, but there were zero private companies that were valued $1 billion. It wasnt until 2010 did the industry see a privately held company, LinkedIn, reach

7、 a $1 billion+ valuation. So much has changed in just 10 years. Today there are more than 86 private cloud unicorns, including companies like HashiCorp, UiPath, Snowflake, Stripe, Toast, Procore, and more. While there were zero public cloud unicorns at the turn of the 21st century, public cloud comp

8、anies with a $1 billion+ market capitalization gained significant velocity after 2007, as Netsuite went public in that same year and cloud adoption rates increased. 4 | State of the Cloud 2020 In 2010, there were 12 public unicorns, and in 2020, there are 54. Public cloud companies with more than $1

9、 billion market cap include familiar tech giants like Salesforce, Paypal, ServiceNow, Shopify, and Adobe. From 2008 to 2020, the value of the top five public cloud companies increased by 44X. 5 | State of the Cloud 2020 In 2008 the total market cap of Salesforce, Netsuite, Concur, Blackbaud, and Dea

10、lertrack totaled $13.89 billion. By 2015, the market cap increased by 8x with the addition of LinkedIn, ServiceNow, along with Salesforce and Netsuite, as the top five public cloud companies. By February 2020 the market cap of the top five public cloud companies hovered just around $616 billion. Wit

11、h the recent economic downturn induced by the COVID-19 global pandemic, we did see a significant drop in value due in the top five public cloud companies in the month of March. Though the cloud is feeling the impact of the recession, public markets reflect the clouds relative resiliency. In fact, Th

12、e Wall Street Journal recently reported: “The 52 stocks on the BVP Nasdaq Emerging Cloud index have averaged a gain of 15% this year compared with the S most of these founders come from large, antiquated industries where they discovered offline purchasing workflows firsthand.” Recently, Bessemer hos

13、ted a B2B Marketplaces Summit where leaders from companies like ACV Auction, Stripe, Flexport, Coupa, Provi and more came together to discuss the future of B2B spend. We believe that next-generation B2B Marketplaces will be transformed by the cloud and help other businesses become much more efficien

14、t. If youre a company building solutions for the future of B2B Marketplaces you can email Kent Bennett (), Connor Watumull (), and Mike Droesch (). 24 | State of the Cloud 2020 Prediction 5: The API universe will drive innovation across all industries. From web hosting to collaborative developer doc

15、s to shipping logistics, there are tens of thousands of APIs on the web, creating a multi-trillion dollar API market economy. From e- commerce shipping logistics (Shippo) and web hosting (Netlify) to payments (Stripe) and communications-as-a-service (Twilio) and even KCY and bank fraud prevention (A

16、lloy) to collaborative dev documents (Coda), we expect to see nearly every industry be reinvented by an API. For example, over the past few years, weve seen companies like Plaid skyrocket into success, changing banking and online transactions. This year Plaid was bought by Visa for a whopping $5.3 b

17、illion. We believe there are massive API companies worth billions of dollars in every industry that will further drive digital transformation. 25 | State of the Cloud 2020 Prediction 6: Were entering the age of “automation at scale” In a world where software platforms, data, and applications are pro

18、liferating, companies are moving towards using software to reduce operational complexity. The automation of workflows, business processes, and even application development itself allows companies to reduce error rates and increase productivity. We think that we are in the beginning stages of automat

19、ion and theres a new breed of more We think that we are in the beginning stages of automation and theres a new breed of more sophisticated automation platforms to come.sophisticated automation platforms to come. Approaches to this are taking multiple forms. One of the most well-known is Robotic Proc

20、ess Automation, by which software “bots” are programmed to complete low intelligence tasks. Companies including UiPath and Automation Anywhere are leaders in this space. Companies like Unqork and Instabase are taking another approach, building low/no code application development platforms for the ci

21、tizen/developer that encourage self-service. Integrated Platform as a Service companies like Zapier and Unito also encourage workflow automation by enabling data flows between discrete applications through pre-built integrations. 26 | State of the Cloud 2020 A final approach is Software-Defined Mana

22、gement, championed by the company HyperScience, which automates entire business processes via application building blocks in order to increase labor efficiency, and trigger enhanced human-machine collaboration. Founder resources A new addition from previous State of the Cloud reports, weve curated r

23、esources for cloud founders. There, you will find the six accounting metrics that measure the health of a cloud business, along with other reports and articles on the cloud industry. The cloud industry has never been more promising after two decades of growth. Today there are 140 private and public

24、cloud unicorns, and we expect this number to continue to rise every single year. (One day, we expect to be celebrating decacorns in our annual Cloud 100 List!) To learn more about how to build cloud-first companies from their humble beginnings to billion- dollar exits, subscribe and listen to Bessem

25、ers latest podcast Cloud Giants, hosted by Byron Deeter where he shares never before heard stories with some of the best leaders in technology. For more insights on building cloud businesses, subscribe to Atlas to get the latest insights and benchmarks on the cloud from Bessemer. Bangalore Herzliya Cambridge New York San Francisco Silicon Valley