Get ready for the cloud computing boom.

That’s the message from analysts as 2022 kicks into high gear.

Earlier this month, John Dinsdale, chief analyst and research director at Synergy Research, said ITPro today that his company expects “relentless growth” in cloud services this year and beyond. He predicted that enterprise spending on cloud infrastructure services would top $200 billion (£146.9 billion) milestone in 2022.

As a result, established cloud companies, long-time IT giants that offer cloud products and services, as well as cloud-focused newcomers, are poised to make big gains.

“As my colleagues at Forrester anticipated in last year’s forecast, the pandemic has put significantly more revenue into the pockets of leading cloud providers while accelerating the transformation of traditional enterprise IT,” wrote Forrester analyst Lee Sustar in a recent blog post.

“The results will be visible in 2022: we will see a shift towards modern application development and industry-specific clouds, even as geopolitical tensions reshape the global cloud service provider (CSP) market.

“The coming year will see large enterprises decisively move away from lift-and-shift cloud approaches, adopting cloud-native technologies instead. After watching hyperscalers (companies that offer access to network infrastructure through an Internet-as-a-service model) disrupt entire industries – including perhaps their own – enterprises will accelerate their move to applications at scale of the cloud to meet their competitive challenges.

Large companies drive expansion

As a result, analysts expect companies that dominate cloud services – such as Amazon through its subsidiary Amazon Web Services, Microsoft, Google, Facebook, Oracle, IBM and Alibaba – to drive the industry’s expansion and continue to experience strong growth themselves.

In recent research notes he provided to Capital.com, Wedbush analyst Daniel Ives estimated that only 43% of workloads today are cloud-based, but will move to 55% by the end of this year.

Ives expects digital transformation to represent a total addressable market of $1 billion in the coming years.

“With a workforce expected to have a strong remote focus for years to come, we believe the move to the cloud is just beginning to take its next stage of growth globally,” Ives wrote.

Morningstar analyst Dan Romanoff said Amazon and Microsoft (through its Azure cloud business segment) have established market superiority.

Microsoft vs. Amazon

“Building the public cloud is still in its infancy,” he wrote in a research note that Morningstar provided to Capital.com. “AWS (from Amazon) has taken the market by storm, with Azure lagging behind, but both are considered clear leaders. This is a rapidly changing market and Microsoft needs to continually adjust its offerings, add solutions to the pile and compete with a company that has built a business around aggressive pricing.

Romanoff expects an established player – IBM – to begin to struggle as it competes with cloud newcomers.

“We believe IBM’s deteriorating business is best told through the lens of IBM’s Global Business Services business,” he wrote. “We believe that IBM customers originally chose IBM as their IT service provider because of their appeal for specialized functions, whether mainframes, databases or software. ‘integration. Before the cloud, these functions had to interact with other computing workloads, which tended to reside on a proprietary stack.

“We believe this has led IBM’s customer base to further anchor their business with IBM offerings due to the ease of a primary IT service provider and guaranteed interoperability of IT functions. However, with the rise of the cloud and open source software, the possibility of a mixed IT infrastructure is real.

“While we believe this is not a risk for many loyal IBM enterprise customers (especially those using IBM mainframes), we believe the trend will continue to harm all other aspects of the business. “IBM’s business. We believe that customers will gradually reduce their IBM offerings as competitors. “The added value reduces the cost of switching IBM products. Fortunately for IBM, we think its enterprise customers are particularly sticky, especially since IBM tends to serve very large customers in regulated industries. Therefore, any change with IBM will be slow, in our view.”

IBM challenged

Romanoff said IBM’s consulting business isn’t “sticky enough” to keep customers from moving to the cloud and choosing other cloud service providers.

“Competitors are pushing more and more offerings for their existing and potential customer base, making it even harder for IBM to keep pace,” he wrote.

Upstart Hashicorp (HCP) is poised to capture a major share of the market, according to Cowen & Company analyst Derrick Wood. Cowen recently launched Hashicorp’s hedge, giving the company an outperform rating and a price target of $105.

“HCP is positioning itself as a key technology for the next computing era of multi-cloud data center operations, and we believe it is positioned to disrupt a large (total addressable market) across multiple areas, including infrastructure, security, networking and application delivery,” Wood wrote in a report he provided to Capital.com.

HCP ready for growth

Wood expects HCP to achieve growth of more than 30% over the next decade. In a separate note, Wood welcomed Alteryx’s intention to acquire cloud-native company Trifacta for $400 million in cash and $75 million in restricted stock.

According to the analyst, this move will accelerate Alteryx’s cloud roadmap.

Other analysts also point to a number of cloud startups that are showing strong signs of doing well in an increasingly competitive market.

Read more: SoFi stock jumps after US regulators classify it as a bank

The difference between trading assets and CFDs
The main difference between trading CFDs and trading assets, such as commodities and stocks, is that you do not own the underlying asset when trading a CFD.
You can always profit if the market moves in your favor or suffer a loss if it moves against you. However, with traditional trading, you enter into a contract to exchange legal ownership of individual stocks or commodities for cash, and you own them until you sell them again.
CFDs are leveraged products, which means that you only have to deposit a percentage of the total value of the CFD transaction to open a position. But with traditional trading, you buy the assets for the full amount. In the UK there is no stamp duty on CFD trading, but there is when you buy shares, for example.
CFDs attract overnight costs to hold trades (unless you are using 1-1 leverage), which makes them more suitable for short-term trading opportunities. Stocks and commodities are more normally bought and held longer. You might also pay a commission or brokerage fee when buying and selling assets directly and you would need a place to store them securely.

Capital Com is an execution-only service provider. The material provided on this website is for informational purposes only and should not be construed as investment advice. Any opinion that may be provided on this page does not constitute a recommendation by Capital Com or its agents. We make no representations or warranties as to the accuracy or completeness of the information provided on this page. If you rely on any information on this page, you do so entirely at your own risk.