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2020/11/19 17:42:10

PaaS (Russian market)

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2021: Russian IaaS and PaaS market grew by 38.3%

In 2021, the volume of the Russian cloud infrastructure services market reached 55 billion rubles, which is 38.3% more than a year earlier. Growth rates were record, according to analysts iKS-Consulting in December 2021. More details here.

2020: The Russian market for solutions IaaS and PaaS grew by 33%, to 15.8 billion rubles

According to the results of 2020, the volume of the Russian market for solutions IaaS and PaaS reached 15.8 billion rubles, which is 33% more than a year earlier. This is stated in a study by J'son & Partners Consulting.

According to updated data from analysts, in 2018-2019. market growth in money was measured by 22% and 29%, respectively. Thus, in 2020, the positive dynamics intensified, but it cannot be called "explosive," despite such powerful drivers of the cloud industry as lockdown and the transfer of a significant part of office staff to remote work, as well as the increase in the intensity of trade transactions online, the report notes.

At the end of 2020, the level of IaaS/PaaS penetration in Russia remained low - a little more than 3% of the total number of companies with Internet broadband access access, although in the segment of large and medium-sized enterprises the indicator is almost 10 times higher than the market average. Researchers point out that this situation is partly caused by the growth in consumption of small business-oriented enterprise applications in the SaaS format, that is, small and especially microbusiness prefers to use ready-made cloud business applications instead of buying IaaS/PaaS, and IaaS/PaaS services are used by SaaS providers and large non-IT companies.

According to the results of 2020, the Russian market for solutions IaaS and PaaS grew by 33%, to 15.8 billion rubles

According to J'son & Partners Consulting, in 2020, almost 80% of companies using IaaS or PaaS belonged to trade and services, including telecommunications, IT, government and financial. The structure of the market in monetary terms remains stable - for the period 2014-2019. no significant changes were noted, with the exception of growth in the segment "State Administration" related to the introduction of online services of public services, EMIAS and similar. Experts draw attention to the fact that a high share of IaaS/PaaS consumption from trade and services is the reverse side of extremely low consumption from industrial and transport and logistics enterprises.

In the territorial structure of IaaS/PaaS consumption, about 55% are still made up of companies located in Moscow and the Moscow region. Even for Russia with its inherent high concentration of economic activity in the Moscow region, this is an abnormally high proportion. This distortion, according to analysts, is a consequence of the horizontal structure of the market, where large companies dominate, using IaaS/PaaS in addition to colocation/dedicated and/or their own IT infrastructure. Thus, while the market IaaS/PaaS repeats the structure of the colocation market and, in general, the structure of the placement of the areas of data centers in Russia, where Moscow and nearby regions prevail.

The study also says that from 2014 to 2020, the volume of the Russian IaaS/PaaS market grew 5 times in terms of the number of user companies, and 6 times in terms of market size in monetary terms, which corresponds to annual growth of 35%. In the period from 2016-2018. there was a steady tendency to slow down the market growth rate both in customer base and in monetary terms. This trend was reversed in 2019-2020.

Experts consider the main driver of market growth to be the expansion of public IaaS/PaaS consumption by large enterprises and organizations, mainly focused on retail business and public services, as well as consumption by small enterprises, mainly represented by SaaS and online service providers.

Analysts also noted a steady trend to reduce the market share of independent niche players and the formation of three "poles" of the Russian IaaS/PaaS market: telecom operators, developing the direction of IaaS/PaaS through acquisitions and offering comprehensive communication and computing services to customers in the state and corporate segments, and developing organically competing global and Russian hyperscaled players.[1]

2019

The volume of the Russian market PaaS exceeded 5 billion rubles

The volume of the Russian PaaS market in 2019 reached 5.1 billion rubles, according to analysts iKS-Consulting. They did not specify the dynamics in comparison with 2018 and only noted that the costs of such decisions are growing. For example, in 2016 it was about the amount of 2.3 billion rubles.

Experts consider the main catalysts for the growth of the PaaS market to be specialized platforms for the development and testing of new products, as well as for the implementation of projects for customers in case of rapid deployment of systems.

PaaS solutions are most in demand among companies with a staff of 100 to 1000 people - in total, medium, large and very large enterprises occupy 70% of the market. The iKS-Consulting notes that in Russia PaaS ecosystems are mainly formed around the anchor client and its partners. Moreover, the key user, as a rule, is the parent company of the cloud provider and she is its main client.

The volume of the Russian PaaS market exceeded 5 billion rubles in 2019

In the regional structure of commercial users PaaS Moscow and the Moscow region occupy a leading place - they account for 35% of the market. Among other regions with the largest number of users of PaaS services, the authors of the study call St. Petersburg and the Leningrad Region (slightly more than 20% of the market), as well as Central (without Moscow and the region), Siberian and Far Eastern federal districts - 8% each.

As for the industry structure of commercial users of PaaS, the maximum share is recorded in IT companies (31.5% of the market), followed by banks and companies indicating financial services (26.3%), and wholesale and retail enterprises (16.4%).

In Russia, such foreign public PaaS services as Microsoft Azure, AWS, Oracle Cloud are most popular, among domestic ones are Yandex.Cloud and MCS.

Data from J'son & Partners Consulting

In 2019, the volume of the Russian IaaSPaaS market/amounted, according to J'son & Partners Consulting, to 11.9 billion rubles, an increase of 29% by 2018. According to updated data, in 2018 the Russian IaaS/PaaS market grew by 22% in monetary terms, in 2017 by 28%, in 2016 by 34%. Thus, in 2019, the trend of slowing growth rates, which took place in 2016-2018, was overcome.

At the end of 2019, the overall level of IaaS/PaaS penetration in Russia remains low - slightly more than 2% of the total number of business entities with broadband Internet access, although in the segment of large and medium-sized enterprises, penetration is almost 10 times higher than the average. This situation is partly due to the growing consumption of small business-oriented enterprise applications in the SaaS format. That is, small and especially microbusiness prefers to use ready-made cloud business applications instead of buying IaaS/PaaS, and IaaS/PaaS services are used by SaaS providers and large non-IT companies.

According to J'son & Partners Consulting, in 2019, almost 80% of IaaS/PaaS user companies belonged to trade and services, including telecommunications, IT, government and financial. This structure is stable - for the period 2014-2019. no significant changes were noted, with the exception of growth in the segment "State Administration," associated with the introduction of online public services, EMIAS and similar. It is important to note that the high share of IaaS/PaaS consumption from trade and services is the reverse of the extremely low consumption from industrial enterprises. In the territorial structure of IaaS/PaaS consumption, about 55% are companies located in Moscow and the Moscow region.

From 2014 to 2018, the IaaS/PaaS market in Russia tripled both in terms of the number of user companies and in terms of market size in monetary terms, which corresponds to annual growth with CAGR at 37%. However, since 2016, there has been a steady trend of slowing down market growth both in customer base and in monetary terms.

The sharp acceleration of subscriber base growth that took place in 2019 has not yet led to the same significant growth of the market in monetary terms, but, nevertheless, creates its growth potential in 2020 and subsequent years, the basis of which can be an increase in consumption IaaS/PaaS existing users, and, as a result, the growth of ARPU, especially in segments of small and microenterprises. According to the forecast of J'son & Partners Consulting, the annual growth rate of the IaaS/PaaS market in the period of 2020-2025 in monetary terms will be 23% per year against the background of the change in negative dynamics of ARPU in 2020-2021 to slightly expressed positive in the period of 2022-2025.

2018

TMT Data Consulting

According to a study by the TMT Consulting analytical agency, the volume of the Russian public cloud services market in 2018 grew by 31% and reached 55.9 billion rubles.

More than 65% of the public cloud services market forms the SaaS segment, which is due to the activity of a large number of medium and small businesses here. About a third of the market is in the IaaS segment, where large and medium-sized enterprises still dominate. PaaS forms a little more than 4% of the market, but over the past year the demand for this type of cloud services has become more pronounced (taking into account the expansion of the presence of Russian Internet companies and a more active migration of users to domestic platforms).

Revenues from PaaS in 2018 grew by 43% and amounted to 2.3 billion rubles. PaaS services in Russia are provided by a number of large universal providers, along with other cloud services - IaaS and/or SaaS. Including this direction is developed by Softline, Rostelecom Group of Companies, Servionika/SbCloud, Onlanta. Interest in PaaS is growing amid growing demand for platform tools to accelerate the development and deployment of applications in accordance with the current digital agenda of the Russian market. Platforms aggregators /Marketplaces will be increasingly used to promote the products being launched.

According to the forecast of TMT Consulting, in 2019 the volume of the public cloud services market as a whole will grow by 28%. At the same time, the SaaS segment will grow by 25% (including due to increased penetration in the public sector), IaaS - by 34%, PaaS - by 36%. The share of foreign providers will continue to decrease against the background of consolidation processes launched by large domestic players (primarily in the IaaS segment).

In the 5-year term, TMT Consulting predicts an average annual growth rate (CAGR2018/2023) in the public cloud services market at 20%. Its volume by 2023 will increase 2.5 times and reach 142 billion rubles. The main segment will remain SaaS, it will account for 62% of the market.

J'son & Partners: 8.8 billion rubles (+ 21%)

May 13, 2019 it became known that J’son & Partners Consulting he presented the results of the study "Russian market/in IaaSPaaS 2014-2018. Forecasts until 2022."

The study examines only the public model of providing IaaS, the private cloud model is completely excluded from consideration. The studied size of the market of IaaS included services of PaaS in view of impossibility to correctly allocate them from proposals of providers of IaaS and PaaS services. The limited Russian IaaS/PaaS market described above amounted to 8.8 billion rubles in 2018, according to J'son & Partners Consulting, an increase of 21% compared to 2017. More details here.

2017: SAP and Forrester Russia Forecast

SAP CIS and Forrester Russia presented at the beginning of a year results of a research of the market of a cloud computing in Russia. According to the results of the study, Forrester Russia analysts concluded that the domestic cloud market will grow faster than IT - the market as a whole, and by 2020 its volume will be 48 billion rubles. That is, at an average annual rate of 21%, the cloud market will grow 3 times compared to 2015.

According to the study, large business is as ready as possible to use cloud services: in this segment, over 90% of respondents know about cloud services, in small business - over 70%. At the same time, 54.5% of respondents use cloud services from 2 or more categories at the same time in a large business, 50% in an average business, and 43% in a small business.

Most respondents associate cloud services with virtual infrastructure (IaaS), although now the largest market share is held by the SaaS model - 58.9%. IaaS and PaaS so far account for 37.2% and 3.9% of the market volume, respectively. According to the study, the share of SaaS by 2020 will increase to 62.4%, and IaaS - will decrease to 32.3%.

"Forecast of the volume of the cloud services market in Russia in 2015-2020, billion rubles.." Source: SAP CIS, February 2017

2016: Forrester

2013: Russian Market Volume Forecast - $100 Million

According to IDC forecasts, the total volume of the global software market in 2013 will reach approximately $380 billion. Russia's share here is a little more than 1%, that is, approximately $5 billion. Forrester experts, in turn, expect the Azure cloud services market to approach $9 billion in 2013. Based on this, the potential platform services market in Russia in 2013 can be estimated at about $100 million. Dmitry Martynov (Microsoft) emphasizes that this assessment is somewhat artificial. Russian Microsoft plans to conduct a separate study of the demand for platform services in Russia.

Microsoft Platform Strategy Advisor notes that the entire SaaS market (software as services) is much larger than the platform part - both in Russia and in the world. IDC estimates its volume at $12 billion. The platform part is now about 3%, but as the idea of ​ ​ the cloud develops, it will increase. At the same time, it is obvious that the share of platforms like Azure in Russia, although it will grow, will be slightly lower than around the world.

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