Last year, the American federal reserve removed the punch bol from financial markets, ending easy money and stratosphericity capital (VC) and start-up markets. This has also precipitated an economic slowdown and a potential recession. What does this mean for the hottest startups in the cloud infrastructure?
The latest generation of startups pursuing infrastructure and cloud communications will have to focus on return on investment (king) as well as key trends in the cloud infrastructure market. Our current research indicates that the best opportunities for 2023 include hybrid / multicloud management, cloud costs, data management, cloud security and edge / cloud convergence. This week, we identified the Futuriom 50, The 50 best private companies pursuing these trends.
Topshot – Traders work after the opening bell at the New York Stock Exchange (NYSE), while the logo for … (+)
As these startups take up these technological challenges, they will not have the luxury of unlimited funding. They will have to prove that they can help world organizations go to a more efficient cloud infrastructure. In this series in several parts, we will examine the main trends in the cloud infrastructure market, then follow this with deep dives in each category with a list of companies to monitor.
First, some history on the market.
The stock market IPO must find its mojo
It is now a different world for startups. The commercial environment had challenges in 2022, including the increase in interest rates, the war in Ukraine and the problems of the persistent supply chain of the cocovio pandemic and factories in China. And after years of easy money, startups and private growth companies adapt to new realities: more rational assessments, small investment balls and a longer wait to become public.
In 2022, the stock market introductions almost arrested – after 2021, which was a record year for technological stock market and represented the top of the last cycle. For reference, here are some data on the stock market IPO:
- In 2022, IPO activity fell 45% and 61% in number of agreements and profits, respectively, in annual sliding (Yoy), according to Ernst and Young (EY).
- In total, 1,333 IPOs collected US $ 179.5 billion, according to EY.
- There was not a single IPO which collected more than a billion dollars, after 15 IPOs increased at least as much in 2021, according to Factst.
“A record year for the IPO in 2021 has given way to the increase in volatility in the increase in geopolitical tensions, inflation and increases in aggressive interest rate. The weakened stock markets, the assessments and post-complaints have further dissuaded the feeling of introductory investors their IPO plans.
In other words, an adjustment is necessary.
Despite these challenges, Futuriom 50 has collected more than $ 15 billion and three companies – Celona Networks, Drivenets and Versa Networks – collected $ 440 million in 2022. Thus, most of them have a lot of money for Determine their king history.
The king in the cloud will be the key
Private companies must now prepare for potential profitability and more rational growth. Many Futuriom 50 have something that works in their favor: Cloud technology can present a huge king and will remain in demand even in a recession, because companies invest in their long -term digitization and nail strategies. Technologies such as AI, Automatic learning (ML), data analysis and cloud computing infrastructure will feed new applications as well as efficiency.
The demand for these advanced technologies will not disappear – organizations will simply adopt a more cautious approach to their technological investments.
In our discussions with Cloud technology leaders, they consider digital transformation efforts as a key to operating a more efficient business. They will continue to invest. The data below, for example, show that a survey of 102 technology leaders higher than the fall of 2022 estimates that they will continue to invest in multicloud and hybrid networking technology. Among those questioned, 46% expect to invest modestly and 41% expect to invest substantially – a total of 87% should invest.
In total, 87% of senior cloud technology officials think they will invest in Multicloud … (+)
For our trends identified in 2023, we have used data from our last six months of data, surveys and discussions with technology leaders. Here are the main trends we expect in cloud infrastructure and communications in 2023:
• Tendance n ° 1: Hybrid and multicloud management – Organizations move to diversify their infrastructure to mix the public resources of the cloud and private cloud. This is a trend that settles in 2022 and which is about to accelerate in 2023.
• Trend n ° 2: Cloud and cost management – With a more conservative commercial environment and a potential recession in 2023, business leaders are turning to technology to help optimize existing resources and reduce costs, in particular with the use of the cloud.
• Trend n ° 3: Data management and pipelines – As data proliferate in hybrid and multicloud environments, the solutions and platforms necessary to support effective data systems emerge, much fueled by AI and L ‘Automatic learning (ML).
• Trend n ° 4: EDGE / Cloud convergence – Technology leaders and organizations we follow are considering more and more new ways of connecting, managing and using data on the edge in conjunction with public resources and Cloud Cloud.
• Trend n ° 5: Unified cloud safety – with cybersecurity tools multiplying such as rabbits, technology leaders would like to combine and integrate new safety functions as much as possible – secure data, networking and Cloud of calculation Holistically.
The new list of Futuriom 50 companies leading these trends includes the following elements: Anjuna, Arcus, Aryaka Networks, Aviatrix, Aviz Networks, Betacom, Cast Ai, Cato Networks, Celona Networks, Chronosphere, Clearblade, Cloudbrink, Cockroach Labs, Databricks, Devo , Dragos, Drivenets, Elisity, Engflow, Exabeam, Fivetran, Fortanix, Graphiant, Hazelcast, Hedgehog, Identity, Kentik, Kong, Lacework, MacRota, Materialize, Netbrain, Netfoundry, Netris, Netskope, Packetfabric, Prosimo, Prosimo, Selector, Sonarsource, Stackpath, Stackwatch, Stellar Cyber, Striim, Tecton, Teleport, Tigera, Truefort, Versa Networks, Wib.
This is a big list, with a lot of nuances. In the coming weeks, I will start in more detail to dive into these trends and businesses.
(Disclosure: Raynovich is the founder and main analyst of Futuriom, who sells a technological market study to some of the companies mentioned in this column. Futuriom 50 is an independent list voted by a panel of analysts and Futuriom consultants. The companies did not have the opportunity to buy their path.