Generally the delay of any product or platform directly affects its eco-system and the businesses and revenues revolving around it.
|Acquia (2 days ago, secured Series G with $55 mil)|
|Faichi Solutions (migration automation, multi-site creation, multi-mobile app creation)|
With web and mobile content growing at a rapid pace there is no doubt about WebCMS market growing multi-folds. With features in Drupal 8, when it gets released, it is going to be widely adopted by Enterprises. Till that time, more companies will jump in to innovate and disrupt the WebCMS space.
There will be a huge spike after Drupal 8 release.