2008 North Bridge Future of Open Source Study

2008 North Bridge Future of Open Source Study

• 1.
  Putting Open Sourceto Work The Future of Open Source: Exploring the Investments, Innovations, Applications, Opportunities and Threats North Bridge Venture Partners March 2008 Putting Open Source to Work
• 2.
  Putting Open Sourceto Work Our Panel • Roger Burkhardt, President & CEO, Ingres • Marten Mickos, SVP, Sun Microsystems • John Roberts, Chairman, CEO, SugarCRM • Mark Shuttleworth, Founder, Ubuntu • Jeff Whatcott, VP Marketing, Acquia, Inc. • Michael Skok, GP, North Bridge Venture Partners
• 3.
  Putting Open Sourceto Work Annual Survey Results 2008 Respondents include OSBC attendees and customers from all of the panelist’s companies
• 4.
  Putting Open Sourceto Work Is the economy’s turbulence good or bad for open source software? 81% 19% Good Bad
• 5.
  Putting Open Sourceto Work What are the top 3 factors that make open source software attractive? 12 16 28 68 76 92 97 108 0 20 40 60 80 100 120 Other Superior Security Community-provided support Freedom of DIY Rapid pace of releases Freedom from vendor-lockin Flex/access to libraries of comn code Lower acquisition/maint costs # of votes
• 6.
  Putting Open Sourceto Work Is open source a … 0% 10% 20% 30% 40% 50% 60% Business Model Marketing Model Dev Model None of these All of these
• 7.
  Putting Open Sourceto Work In 5 years, what % of purchased software will be open source ? 0% 10% 20% 30% 40% 50% 60% 75 - 100% 50 - 75% 25 - 50% 0 - 25%
• 8.
  Putting Open Sourceto Work When will there be another open source company with the stature of Red Hat? 0% 10% 20% 30% 40% 50% 60% 70% Never 10 years 5 years 2 years
• 9.
  Putting Open Sourceto Work Who will command the majority of commercial OS software revenue (non- consulting) in 2012? 0% 5% 10% 15% 20% 25% 30% 35% 40% Platform vendors (Oracle, Sun, IBM, SAP, etc) Pure play vendors like Red Hat Consortia working together on interoperability Independent vendors who do their own thing Conglomerates like Google, MS, Yahoo
• 10.
  Putting Open Sourceto Work Which of the following will have GREATEST impact on software delivery and/or business models for OS apps and middleware vendors? 0% 10% 20% 30% 40% 50% 60% SaaS Software Appliances Virtualized Infrastructure Cloud Computing Other
• 11.
  Putting Open Sourceto Work Can a startup software vendor realistically enter the (enterprise) market with a product/ service that is NOT open source? 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Yes No
• 12.
  Putting Open Sourceto Work Which sector of the software industry is MOST vulnerable to disruption by open source in the next 5 years? • Top 3 answers: – Web Publishing/Content Mgmt – Social Software – Business Intelligence • Bottom 3 answers: – Configuration Mgmt – Enterprise Portals – Security Tools
• 13.
  Putting Open Sourceto Work Which sectors of the software industry will NEVER be vulnerable to disruption? • Top 3 answers: – Security Tools (consistent) – Business Intelligence (not so consistent?) – Enterprise Service Bus – Many write-ins for “NONE!”
• 14.
  Putting Open Sourceto Work In 5 years, what will be typical % software, % services revenue at an open source company?
• 15.
  Putting Open Sourceto Work In 5 years, what % of open source software licenses sold will be subscription vs. perpetual?
• 16.
  Putting Open Sourceto Work Putting Open Source to Work