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元記事(Source): Why 2017 will be the year of the industry cloud | TechCrunch


Why 2017 will be the year of the industry cloud




The year 2016 will go down in the history books as another year of impressive growth in the Enterprise cloud software space — and the numbers prove it.


  • go down as (後々まで)記憶される、思い出に残る


Last year there were 31 cloud software companies that were publicly held and commanded a market capitalization north of $1 billion. Together, they reported average annual revenue growth of nearly 25 percent, and saw their share valuations grow by more than 30 percent, beating the year’s performance of the Dow Jones Industrial Average, the NASDAQ and the S&P 500.

昨年は31のクラウドソフトウェア会社が上場し、時価総額が10億ドルを超えた。同時に、それらの企業の平均年間売上の成長率はおよそ25%、株価は30%以上の成長が見られ、ダウ平均株価やNASDAQS&P 500の年間パフォーマンスを超えた。

  • publickly held 上場
  • market capitalization 時価総額
  • north of 〜を超える


And the year just passed was notable for another reason: Cloud companies with businesses aimed at vertical industries became juicy buyout targets for large horizontal software companies. Oracle was a leading buyer, and spent a combined $1.2 billion on two of these industry cloud companies: Opower, which is focused on the energy industry, and Textura, which processes payments for the construction industry.

また2016年は別の理由でも重要だ。特定業界向けビジネスのクラウド企業が、巨大な汎用型ソフトウェア企業にとって、おいしい買収ターゲットになったのだ。 オラクルは代表的な買収企業で、2つのインダストリークラウド企業の買収によって合計12億ドルを費やした。ひとつはOpowerというエネルギー産業に特化している企業、もう一つはTexturaという建設業界の支払処理を行う会社だ。

  • buyout [名]買収



In aggregate, deals for industry cloud companies totaled more than $12 billion in 2015 and 2016. We think this buying trend will intensify into a full-blown buying spree in 2017. Here’s one reason why: Traditional acquirers like Oracle, IBM and Salesforce now find themselves in an increasingly crowded field of potential buyers that includes non-software companies attempting to deepen their value proposition within vertical industries.


  • in aggregate 全体で、総計で 
  • intensify [動] 強める、激化する
  • full-blown 満開の、成熟しきった、本格的な
  • spree [名] ばか騒ぎ


Some of these buyers will come from outside the traditional confines of software and technology. Consider three deals from 2016: Last year, GE spent $915 million to acquire one of our portfolio investments, ServiceMax, a service cloud platform, and Verizon spent a combined $5.8 billion to acquire two telematics firms, Fleetmatics and Telogis.


  • confine [名] 境界、範囲、国境


These acquisitions tell us something important: Large diversified industrial and telecom companies have not only realized the value of the industry cloud, but have grasped that they must evolve into technology companies to avoid disruption. That will motivate them to take an aggressive deal-making posture. They can afford to make mistakes in what they choose to buy. What they can’t afford is to lose the leadership positions they’ve built in their historical market segments.


  • grasp [動] つかむ、把握する
  • disruption [名] 崩壊、分裂、混乱
  • posture [名] 姿勢、態度


What makes these industry cloud companies so attractive? They’re uniquely well-positioned to capitalize on advances in two areas all of these potential buyers can’t help but consider strategically important: machine learning and the Internet of Things.


  • capitalize [動] 投資する


With machine learning, industry cloud companies can glean useful patterns from the deep, focused troves of data specific to their chosen vertical industries. Analyzing that data will drive successive new waves of efficiency and automation, reducing operational costs and occasionally pinpointing new sources of revenue. Horizontal SaaS applications, on the other hand, have big, messy data that is unfocused and therefore not as useful in creating tailored insights for these vertical businesses.


  • glean [動] 拾う、刈り残りを集める、(苦労して少しずつ)収集する
  • troves [名] 発見、収集品
  • messy [形] ちらかった、乱雑な


One enormous source of this focused data will come from the millions of new sensors that will be connected to industry cloud networks. In 2017, we’ll begin to understand qualitatively which ones should be connected and which ones shouldn’t, based on the value of the data created. As the costs of connecting remote nodes on the network continues to fall, businesses will be willing to make the necessary investments in order to help them optimize their operations.


  • qualitatively [副] 質的に、性質的に 
  • node [名] 結び目、中継点、(ネットワークの)ノード

That will lead to another series of M&A buyout battles, as large tech and telecom giants like Google, Cisco, IBM and Verizon seek to create a dominant IoT cloud. Cisco’s $1.4 billion deal for Jasper Wireless was an early move, and there will be more deals like it, and non-tech suitors will also be in the running.

これは新たなM&A競争を引き起こす。GoogleCiscoIBM、Verizonといった巨大なテクノロジー企業や通信会社が支配的なIoTクラウドを作り出そうとするのに応じて。CiscoによるJasper Wirelessの14億ドルでの買収はその始まりだ。同じような買収が今後も行われ、さらに非テクノロジー企業も競走に加わってくるだろう。

  • dominant [形] 支配的な 
  • suitor [名] 企業買収しようとする会社
  • in the running 競走に加わって


Against this backdrop, startups that build businesses aimed at specialized vertical markets will thrive. One area we think will show promise is building applications for deskless workers.


  • backdrop [名] 背景
  • thrive [動] 成長する、反映する
  • show promise 有望である


Deskless workers in industries such as healthcare, construction, retail and transportation have so far been neglected by the many recent improvements in enterprise applications. These workers who spend their days on their feet or in the field account for 80 percent of the global work force. Yet spending on applications aimed at this type of worker has historically accounted for only a small fraction of the $250 billion that companies spend on software each year.



One thing these workers have in 2017 that they didn’t have before is an array of increasingly sophisticated and powerful mobile devices: Smartphones, tablets, drones and augmented reality headsets. These devices, and the opportunity to put the useful data they generate in the hands of these workers, will create the market incentives necessary for developers to meaningfully improve these applications.


  • an array of 勢揃いの、多様な
  • meaningfully [副] 有意義に、意味深く


The end result creates a virtuous cycle that will prove impossible to resist for large companies both inside and outside of the traditional spheres of technology. It will make 2017 the year of the industry cloud.


  • virtuous cycle 好循環
  • sphere [名] 球、分野、領域