🗽 Growth of top ecosystems is the #1 trend on the market (Kearney)

The largest technology players - think Amazon, Microsoft, Google, etc. - are expanding their footprints across the value chain.They’re launching new services and using their scale and existing customer bases to drive success in new segments.[e.g. the rise of their cloud marketplaces - take a look at our take - link in the end]They are also integrating along the value chain, buying up content rights players and enabling technologies, and investing in end-user devices.#Superapps - think WeChat, probably soon Twitter - are taking a similar direction of integrated platforms and ecosystems connecting users to many services.💰 Internet value chain had global revenue of $6.7 Tr (2020).This graph was built in ‘22 based on ‘20 data. Since then the market grew ~10% as the number of internet users increased from 4.6 Bn to 5.16 Bn in 2023. Segments like #cloud are changing faster than others. Collectively global end-user spend on public cloud services is predicted to reach $591.8 billion in 2023 (Gartner).☁️ In big picture, B2B and B2C online services and Enabling Tech stack takes ~70% of the entire value chain.SaaS and cloud segments highlighted on the map:✔️ Cloud-based software servicesB2B: SaaS, like Xero or SalesforceB2C: SaaS, like Google Drive, Office 365, etc.✔️ Communication and collaboration services, includesB2B: Slack and Microsoft Teams inB2C: WhatsApp, Signal, Telegram and WeChat in✔️ Cloud-based infrastructure and platform servicesMicrosoft Azure, Google Cloud Platform, AWS, Alibaba✔️ Online payment gateways and e-wallets include PayPal, Paytm and Stripe✔️ Systems and softwareInclude VPN, anti-virus software, as well as professional-grade B2B endpoint and network security by Cisco, VMware, Juniper, etc.

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Cloud market ☁️ breakdown

Cloud marketplaces of AWS, Azure Google Cloud - will help to define new winners in SaaS

Graph: Kearney report