1. The New Cloud Playbook Emerges Agatha Poon Research Manager, 451 Research

2. 320.4 m PCs made in China; that 90.6% of all the PCs produced worldwide. Source: Bank of America Merrill Lynch report Samsung sold more than a million sets of 3D HDTVs; that more than 80% of the worldwide sales. Source: top 10 list. org 3.3m tonnes rubber produced in Thailand, that is approximately 30% of the world total. Source: Faostat data, 2013. The top three countries (France, Italy Spain) in the world produce more than 50% of the wine on the planet; that can fill 5,127 Olympic-sized swimming pools. Source: WineFolly.com

3. 451 Research is an information technology research & advisory company Founded in 2000 210+ employees, including over 100 analysts 1,000+ clients: Technology & Service providers, corporate advisory, finance, professional services, and IT decision makers 10,000+ senior IT professionals in our research community Over 52 million data points each quarter 4,500+ reports published each year covering 2,000+ innovative technology & service providers Headquartered in New York City with offices in London, Boston, San Francisco, and Washington D.C. 451 Research and its sister company Uptime Institute comprise the two divisions of The 451 Group Research & Data Advisory Services Events

4. Change agents in action The voice from Asia Cloud without boundaries Challenges Panel Discussion Cloud providers push further into Asia-why now? Agenda

5. Source: 451 Research, Market Monitor Global Cloud Computing Catching the next wave: 2014 Revenue Breakdown by Geography North America 2014:$7,139m59% 2019:$20,015m54% CAGR:23% LATAM 2014:$402m3% 2019:$1,662m5% CAGR:33% EMEA 2014:$2,776m23% 2019: $8,881m24% CAGR:26% APAC 2014:$1,842m15% 2019:$6,303m17% CAGR:28%

6. Change agents in action Source: 451 Research 9 out of 14 G-Cloud implementations are underway in 9 out of 14 APAC economies. 27% of manufacturers use the cloud broadly for running production workloads. 43% companies in India and Japan plan to have as much as 43% of their apps deployed in a cloud environment in 2 years. 3,100 Tech startups Improved investment climate helps spur innovation & tech entrepreneurship. India alone has >3,100 tech startups today and is expected to reach the 11,500 mark by 2020. Source: NASSCOM 50% (Vendors) There are 68 cloud vendors HQ in North America, 50% of them have operations in APAC. 18% (APAC IaaS) As a % of global IaaS revenue, APAC is expected to reach 20% by 2019,up from 18% in 2014.

7. The Voice from Asia Trends in IT Service Delivery Business organizations are not simply relying on dedicated infrastructure for the deployment of various hosted services. – Cloud computing is no longer just “hype” in the region – APAC companies expect to have more IT services delivered out of hosted private clouds. By geography, companies in Singapore are expected to be early cloud adopters – Two-thirds of companies plan to have their hosted IT services running in the cloud. N=459 in 4 APAC economies,-Australia, India, Japan and Singapore Source: Commissioned by Microsoft

8. The Voice from Asia App Spending Trend The spending trend is fairly consistent across the four surveyed markets, yet Indian companies have a relative higher spending on data analytics tools. When asked about “brand names” of various apps, foreign vendors are gaining traction. Indian companies are strong supporters of local ISVs and ASPs. N=459 in 4 APAC economies,-Australia, India, Japan and Singapore Source: Commissioned by Microsoft

9. Motive behind the move Economic Motivation Minimize high system and running costs Eliminate ongoing service support and maintenance Maintain systems at current levels with fewer resources and a reduced budget Shift IT investment from capex to opex; use subscription-based model with no strings attached Transformational Change Develop, deploy and scale up applications and services quickly, efficiency and securely Raise the standards of service delivery to both external and internal stakeholders Increase the scope of e-services, which in turn boosts competitiveness Nurture creative thinking and innovation

10. Top 5 IaaS providers are headquartered in US, yet collectively generated 93% of regional IaaS revenue. 1 out of 4 cloud providers in Europe operating in APAC. Asian providers (23%) are going global. Cloud without boundaries Inter-regional dependencies

11. Challenges  Regulatory ambiguity; government bureaucracy  Striking a balance between pursuing long-term growth and minimizing losses from market volatility  Latency issues; high bandwidth costs  Market readiness; cultural integration  Insufficient IT knowledge and skills  Getting the right talent base  Limited competition

12. Panel Discussion Cloud providers push further into Asia-Why now? Moderated by : Agatha Poon, 451 Research Panelists Ian McClarty, President,PhoenixNAP Reid Fishler,Director, Hurricane Electric Stijin Koster,CEO, i3D.net