全球SAAS行业市场前景及投资研究报告-培训课件外文版2024.4

DIGITAL

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TRENDSSoftwareasaService(SaaS)CHAPTER

01OverviewInformationtechnology(IT)servicesspendingforecastworldwidefrom2008to2024(inbillionU.S.dollars)ITservicesglobalspendingforecast2008-20241,8001,6001,4001,2001,00080060040020002008200920102011201220132014201520162017201820192020202120222023*

2024*3Description:In2023,spendingonITservicesisprojectedtoamounttoaround1.42trillionU.S.dollarsworldwide.ReadmoreNote(s):Worldwide;2008to2022;*ForecastReadmoreSource(s):GartnerPubliccloudservicesend-userspendingworldwidefrom2017to2024(inbillionU.S.dollars)Publiccloudservicesmarketsize2017-2024800700600500400678.79563.59478.32412.6331430024319720010001452017201820192020202120222023*2024*4Description:Theworldwidepubliccloudcomputingmarketcontinuestogrowandisexpectedtoreachanestimated679billionU.S.dollarsin2024.Thisencompassesbusinessprocesses,platform,infrastructure,software,management,security,andadvertisingservicesdeliveredbypubliccloudservices.Apubliccloudisaclouddeploymentmodelthatofferscomputingservicesovertheinternet.Thephysicalhardwareofthiscloudmodelissharedbymultiplecompanies.Theservicesofferedtocustomers[...]

ReadmoreNote(s):Worldwide;2017to2023;*ForecastThecloudadvertisingsegmentwasremovedfromGartner'spubliccloudservicesforecastsegmentsstartingfrom2017.

ReadmoreSource(s):GartnerPubliccloudapplicationservices/softwareasaservice(SaaS)end-userspendingworldwidefrom2015to2024(inbillionU.S.dollars)Globalpubliccloudapplicationservices(SaaS)marketsize2015-2024250200232.3197.29167.34146.3315010050120.7102.185.758.848.231.40201520162017201820192020202120222023*2024*5Description:In2023,thesoftwareasaservice(SaaS)marketisestimatedtobeworthapproximately197billionU.S.dollarsandestimatedtoreach232billionU.S.dollarsby2024.SaaSapplicationsareruninthecloudandusuallyaccessiblethroughdesktopsandmobileapplications,aswellasthroughawebinterface.ReadmoreNote(s):Worldwide;2015to2024;*Forecast.ReadmoreSource(s):GartnerPubliccloudservicesannualgrowthrateworldwidein2022to2024,bysegmentPubliccloudservicesgrowthworldwide2022-2024,bysegment20222023202435%30.64%29.82%30%26.59%26.61%26.09%25%20%15%10%5%23.25%22.25%21.45%20.69%20.38%20.44%18.89%16.82%16.06%13.54%9.92%8.15%

8.35%0%Cloudapplicationinfrastructureservices(PaaS)Cloudapplicationservices

Cloudbusinessprocess(SaaS)

services(BPaaS)DesktopasaService(DaaS)Cloudsysteminfrastructureservices(IaaS)Totalmarket6Description:Thecloudsysteminfrastructureservices(IaaS)segmentisforecasttogrowby32.7percentin2024comparedto2022.Thepubliccloudservicesmarketasawholeisexpectedtogrowby20percent,withonlycloudbusinessprocessservices(BPaaS)experiencingsingledigitannualgrowthrates.ReadmoreNote(s):Worldwide;2022to2023Source(s):Gartner;PublicITcloudservicesmarketrevenueworldwidefrom2016to2022,bysegment(inbillionU.S.dollars)GlobalpublicITcloudservicesrevenue2016-2022,bysegmentInfrastructureasaservicePlatformasaserviceSoftwareasaservice600500400300337.792.6282.7197.6200148.5123.970.191.520211000100.3818.0547.667.235.94961.1111.57115.5202225.835.424.81201717.820162018201920207Description:In2022,theglobalspendingonpublicITcloudservicesamountedtoapproximately545billionU.S.dollarsintotal.Softwareasaservice(SaaS)spendingisthelargestsegmentwithrevenuesofaroundnearly338billionU.S.dollars.ThisgrowthisdrivenbyorganizationsacrosstheworldreplacingtheirlegacybusinessapplicationswithSaaSapplicationsthataremoredata-drivenandamoreappropriatefitformoderncloudarchitectures.

ReadmoreNote(s):Worldwide;2016to2022;*SaaSrevenuesincludebothSaaSapplicationsandSaaSSystemsInfrastructureSoftware(SISaaS).2022SaaSapplicationsrevenue:246.3bnUSD2022SISaaSrevenue:91.4bnUSD

ReadmoreSource(s):IDCCHAPTER

02SegmentsEnterprisespendingoncloudanddatacentersbysegmentfrom2009to2022(inbillionU.Sdollars)Spendingoncloudanddatacenters2009-2022,bysegmentDataCenterHardware&SoftwareCloudInfrastructureServices30025020015010050178129.5966922546.532218214839.56.5813.51.5198.0520219393.38981.578.5201681.577.571.460.702009201020112012201320142015201720182019202020229Description:In2022,enterprisespendingoncloudinfrastructureservicesamountedto225billionU.S.dollars,agrowthof47billionU.S.dollarscomparedtothepreviousyear.Thegrowingmarketforcloudinfrastructureservicesisdrivenbyorganizations'demandformodernnetworking,storage,anddatabasessolutions.ReadmoreNote(s):Worldwide;2009to2022Source(s):estimates;SynergyResearchGroupAs-a-servicemarket(IaaS&SaaS)annualcontractvalue(ACV)worldwidefrom2015to2023,byquarter(inbillionU.S.dollars)*As-a-servicemarketannualcontractvalueworldwide2015-2023,byquarter18161416.615.414.714.414.31413.813.413.113.111.7121089.98.88.68.587.47.27.16.66.5

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'2310Description:Inthemostrecentquarterof2023,theannualcontractvalue(ACV)oftheglobalinfrastructure-as-a-service(IaaS)andsoftware-as-a-service(SaaS)marketstoodat13.4billionU.S.dollars.Thepay-as-you-gomodelofferedreducedinformationtechnology(IT)costsforcompaniesandtherebychangedthewayglobalenterprisesoperate.ReadmoreNote(s):Worldwide;2015to2024;*OnlyaccountsforcontractswithACV≥$5MReadmoreSource(s):InformationServicesGroupLeadingsoftwareasaservice(SaaS)countriesworldwidein2024,bynumberofcompaniesGlobalsoftwareasaservice(SaaS)countries2024,bynumberofcompaniesNumberofcompanies4,000

5,00001,0002,0003,0006,0007,0008,0009,00010,000UnitedStatesUnitedKingdomCanada9,1001,500992840711684GermanylndiaFranceChinaAustraliaBrazil443408342341459393327SpainIsraelNetherlandsSingaporeSwedenIreland28326811Description:In2024,therewereapproximately9,100softwareasaservice(SaaS)companiesintheUnitedStates.Together,theyhadaround15billioncustomersworldwide.TheUnitedKingdomtakesthesecondplacewith1,500companiesand293millioncustomersworldwide.SaaSisasoftwarelicensingmodeldeliveredviathecloud.ReadmoreNote(s):Worldwide;2024;SaaScompanies;*SaaSdatapointsincludecustomercount,churn,revenue,customeracquisitioncost,averagecontractvalues,andpaybackperiods.Dateofreleaseisthedateofaccessingthedatabase.

ReadmoreSource(s):TheLatkaAgencyLeadingB2Bsoftwareasaservice(SaaS)customerrelationshipmanagement(CRM)companiesworldwidein2023,bytotalrevenue(inmillionU.S.dollars)GloballeadingB2BsoftwareasaserviceCRMcompanies2023,bytotalrevenueRevenueinmillionU.S.dollars0100200300400500500600ZohoTalkdesk229.5OdooS.A.178172.2160DaughertySystemsInc.ClickfunnelsIngageApp131.1120InfusionsoftPendo10010096MovableinkDemandbase12Description:AsofSeptember2023,Zohowastheleadingsoftwareasaservice(SaaS)customerrelationshipmanagement(CRM)andrelatedsoftwarecompany,withover500millionU.S.dollarsinrevenue.ItwasfollowedbyTalkdesk(229.5millionU.S.dollars)andOdoo(178millionU.S.dollars).ReadmoreNote(s):Worldwide;2023;PrivateB2BCRMandRelatedSoftwareSaaScompanies*;*SaaSdatapointsincludecustomercount,churn,revenue,customeracquisitioncost,averagecontractvalues,andpaybackperiods.Dateofreleaseisdateof[...]

ReadmoreSource(s):TheLatkaAgencyITsecurityspendinggrowthrateworldwidein2024,bysegmentGlobalITsecurityspendinggrowth2024,bysegmentAnnualgrowthrate0%5%10%15%20%25%24.7%24.6%30%CloudsecurityDataprivacyInfrastructureprotectionDatasecurity17.5%17.4%Applicationsecurity15.7%14.8%13.9%IdentityaccessmanagementNetworksecurityequipmentSecurityservices11.3%10.4%IntegratedriskmanagementConsumersecuritysoftwareOtherinformationsecuritysoftware6.4%26.4%13Description:Accordingtothesource,cloudsecuritywasexpectedtogrowbynearly25percentfrom2023to2024,makingitthefastestgrowingsegmentintheITsecuritymarket,largelyduetothegrowingdemandforcloudsolutionsasanincreasingnumberofcompaniesmigratetothecloud.Overall,thesourceexpectsthetotalITsecurityspendingtoincrease14.3percentin2024comparedto2023.ReadmoreNote(s):Worldwide;2023Source(s):GartnerCHAPTER

03CompaniesDistributionofcloudSoftwareasaService(SaaS)marketrevenuesworldwidefrom2015to2022,byvendorGlobalcloudsoftware(SaaS)revenueshare2015-2022,byvendorMarketshareMicrosoft0%SalesforceIBM20%OracleElectronicArts40%ActivisionSAP60%CATechnologies80%AppleHewlettPackard100%Other120%20152016YeartoJune2018YeartoJune2019YeartoJune2021202215Description:In2022,Microsofttookinthegreatestportionofsoftwareasaservice(SaaS)revenue,controlling22.4percentoftheSaaSmarket.OtherstrongplayersinthemarketareSalesforceandIBM.Overall,thecloudcomputingmarketwasvaluedat413billionU.S.dollarsinthatsameyear,withSaaSmakingup185billionU.S.dollarsofthetotal.ReadmoreNote(s):Worldwide;2015to2022Source(s):ITCandorGlobalGoogleCloudrevenuesfrom2017to2023(inmillionU.S.dollars)GoogleCloudrevenueworldwide2017-202335,00033,08830,00025,00020,00015,00010,0005,000026,28019,20613,0598,91820195,83820184,0562017202020212022202316Description:In2023,GoogleCloudrevenueamountedto33.08billionU.S.dollars,accountingforover10percentofGoogle'stotalrevenues.Thecompany'sCloudsegmentprimarilygeneratesrevenuethroughtheGoogleCloudPlatform(GCP),whichoffersasuiteofcloudcomputingservicesrunningonGoogleinfrastructure.ReadmoreNote(s):Worldwide;2017to2023Source(s):Alphabet;GoogleMicrosoft'srevenuefromfinancialyears2012to2023,bysegment(inbillionU.S.dollars)RevenueofMicrosoftbrokendownbysegment2012-2023ProductivityandbusinessprocessesCorporateandOtherComputingandGamingHardwarePhoneHardwareIntelligentcloudCommercialLicensingCommercialOtherMorepersonalcomputingDeviceandConsumerLicensingDevicesandConsumerOther250200150100500-5020122013201420152016201720182019202020212022202317Description:Inits2023financialyear,Microsoftgenerated69billionU.S.dollarsfromitsproductivityandbusinessprocessessegmentandafurther88billionthroughitsintelligentcloudsegment.Thanksinparttotherapidgrowthinthesetwoareas,2023provedtobethecompany’smostsuccessfulyeareverintermsofannualrevenue,withthetotalfigurereachingover211billiondollars.ReadmoreNote(s):Worldwide;2012to2023Source(s):MicrosoftS'srevenuefrom2009to2023,bysegment(inmillionU.S.dollars)RevenueofSbrokendown2009-2023,bysegmentSubscriptionandsupportProfessionalservicesandother35,00030,00025,00020,00015,00010,0005,00002,3311,8351,2761,05529,02186924,657769.47635.7819,97616,043461.626,205.612,413359.82,013.7,710.5246.46,824.57,756.22017181.39140.31105.99,868.8201396.11,126.2201292.2984.572009,209.42010,551.1201120142015201620182019202020212022202318Description:InSalesforce's2023financialyear,theymadecloseto29billionU.S.dollarsthroughsubscriptionsandsupportand1.84billionfromprofessionalservicesandothersources.Boththesefigureswereincreasescomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2009to2023Source(s):SOracle'srevenuebybusinesssegmentfromFY2008toFY2023(inmillionU.S.dollars)*Oracle:revenuebysegment2008-2023RevenueinmillionU.S.dollarsCloudservicesandlicensesupportServicesrevenuesCloudSaaSHardwareSystemsHardwareproductsCloudlicenseandon-premiselicenseSoftwarelicenseupdatesandproductsupportCloudPaaSandIaaSCloudIaaSHardwaresupportHardwareNewsoftwarelicensesCloudSaaSandPaaSServicesCloudandon-premisesoftware05,00010,00015,00020,00025,00030,00035,00040,00045,0002008200920102011201220132014201520162017201819Description:Oracle’scloudservicesandlicensesupportdivisionisthecompany’smostprofitablebusinesssegment,bringinginover35billionU.S.dollarsinits2023fiscalyear.Inthatyear,Oraclebroughtinannualrevenueofcloseto50billionU.S.dollars,itshighestrevenuefiguretodate.ReadmoreNote(s):Worldwide;2008to2023;*FiscalyearendsMay31ofeachyear.SaaS,PaaS,andIaaS:Software,Platform,andInfrastructureasaService.

ReadmoreSource(s):OracleSAP'sglobalrevenuefrom2009to2023,bysegment(inmillioneuros)SAP'sglobalrevenue2009-2023,bysegmentSoftwarelicensesCloudSoftwaresupportServicesOtherservicesConsultingProfessionalservicesandotherservicesrevenueSoftwareandcloudsubscriptions35,00030,00025,00020,00015,00010,0005,00004,2834,3504,5417,0134,1108,0803,7648,7014,0865,0273,9113,7693,6382,99313,66411,4263,5792,2863,2451,0872,8654,9286964,1252,3413,4242,19710,90810,98211,5482,44210,09310,5712,7352,07411,5068,7388,82911,41261611,90957311,4964734008,2377,1946,3705,4634,51620134,39920144,83520154,86020164,87220174,64720184,53320193,64220203,24820212,05620221,7642023200920102011201220/statistics/263850/saps-global-revenue-by-segmentTherevenueofSAPhasbeensteadilygrowingovertheyearswithcloudbeingthelargestsegmentrakinginarevenueofover13billionU.S.dollarsin2023.Inthesameyear,SAPgeneratedabout11.5billioneurosfromitssoftwaresupportsegment.ReadmoreNote(s):Worldwide;2009to2024Source(s):SAPIBMrevenueworldwidefrom2010to2023,bysegment(inbillionU.S.dollars)IBMglobalrevenue2010-2023,bysegmentSoftwareFinancingGlobalTechnologyServicesConsultingOtherCognitiveSolutionsSystemsInfrastructureGlobalBusinessServicesSystemsandTechnologyTechnologyServices&CloudPlatformsGlobalFinancingCloud&CognitiveSoftware140120100806040200201020112012201320142015201620172018*2019*202020212022202321Description:In2023,IBM’sSoftwaresegmentgeneratedover26billionU.S.dollarsoftheꢀcompany’srevenue,whichfor2023stoodataround62billionU.S.dollars.In2016,IBMfirstchangeditssegmentreportingtoreflectthecompany’sshiftawayfrombeingahardware,softwareandservicescompany,andtowardsbecomingacognitivesolutionsandcloudplatformcompany.Inthefourthquarterof2021,thecompanychangeditssegmentreportingagain,toalignitbetterwiththecompany'splatform[...]

ReadmoreNote(s):Worldwide;2010to2023Source(s):IBMCHAPTER

04ConsumptionCurrententerprisepubliccloudadoptionworldwidefrom2017to2023,byserviceEnterprisepubliccloudplatformandinfrastructureserviceusageworldwide2017-2023AWS(AmazonWebService)AzureGoogleCloudOracleInfrastructureCloudIBMPublicCloudAlibabaCloud90%80%70%60%50%40%30%20%10%0%201720182019202020212022202323Description:Accordingtothelatestreport,75percentofenterpriserespondentsindicatedthattheywereadoptingMicrosoftAzureforpubliccloudusage.AWS,MicrosoftAzure,andGoogleCloud,alsoknownashyperscalers,areamongtheleadingcloudcomputingplatformprovidersworldwide.ReadmoreNote(s):Worldwide;2017to2023;554(2020)/637(2021)/597(2022)/627(2023);Technicalprofessionalsacrossacross-sectionoforganizations;*Respondentsrepresententerprises(morethan1,000employees)

ReadmoreSource(s):FlexeraSoftwareEnterpriseannualspendonpubliccloudworldwidefrom2023,byamountofspendWorldwideenterprisepubliccloudannualspend202335%30%25%20%15%10%29%25%17%17%5%0%10%6%6%Upto$600k$600kto$1.2m$1.2mto$2.4m$2.4mto$6m$6mto$12mMorethan$12mDidnotdisclose24Description:Inlate2023,29percentoftheenterpriserespondentsindicatedthattheirorganizationsspentmorethan12millionU.S.dollarsonpubliccloudeveryyear.Publiccloudspendisremainingstrong,asorganizationsaroundtheworldcontinuouslymigratetothecloudaspartoftheirdigitaltransformationplans.Further,organizationsincreasinglyinvestincollaboration,remoteworkingtechnologies,andinfrastructure.ReadmoreNote(s):Worldwide;2023;627respondents;Technicalprofessionalsacrossacross-sectionoforganizationsSource(s):FlexeraSoftwareEnterprisecloudstrategyworldwidefrom2017to2023,bycloudtypeWorldwideenterprisecloudstrategy2017-2023HybridcloudMultiplepublicMultipleprivateSinglepublicSingleprivateNoplans120%100%80%60%40%20%0%1%1%1%2%9%2%11%2%3%5%5%11%5%9%6%6%3%7%4%9%10%2%10%7%7%9%13%72%202310%20%17%21%87%84%82%80%58%58%51%201720182019Jan2020Nov20202021202225/statistics/817296/worldwide-enterprise-cloud-strategyAsof2023,72percentoftheenterpriserespondentsindicatedthattheyhavedeployedahybridcloudintheirorganization.Themigrationtohybridcloudsolutionsgenerallyhappensattheexpenseofoperatingsingleprivateandpublicclouds.

ReadmoreNote(s):Worldwide;2017to2023;750(2023);ClouddecisionmakersandusersSource(s):FlexeraSoftwareLeadingindustriesforSoftwareasaService(SaaS)companiesworldwideasofJanuary2024,bynumberofcostumers(in1,000s)TopSaaSindustriesworldwide2024,bycustomersNumberofcustomersinthousands0