The World’s Top Cloud Vendors

 

The Cloud Wars ranking of the 10 most-influential cloud vendors in the world. We adjust the rankings regularly, so check back for fresh insights and updates.

July 26, 2021
Just how vibrant is the enterprise-cloud market? We’re in the middle of earnings season and so far the numbers look mighty good:
  • Oracle reported huge gains across its Fusion cloud applications, OCI Gen2 infrastructure, and Autonomous Database;
  • SAP posted impressive gains across its cloud businesses, led by S/4HANA Cloud’s revenue increase of 39%; and
  • IBM said its last-12-months cloud revenue grew 13% to $27 billion.

This week we’ll hear from Microsoft, Amazon, Google Cloud and ServiceNow, and all indications point to each of those companies posting impressive results for Q2. In particular, Microsoft will be reporting its fiscal Q4 results, and for the past few years Nadella’s company has overachieved in the final period of its fiscal year—I certainly expect them to do so when their numbers come out on July 27.

The Cloud Wars Top 10

1Microsoft

Cloud Revenue for Q ending 3/31: $17.7B


Cloud Services: IaaS, PaaS, SaaS


CEO: Satya Nadella

Jumps to #4 on Industry Cloud Top 10 w/ buy of AT&T 5G mobile network

Nadella's achievements place him atop list of world's best CEOs

Nadella creates powerhouse apps biz w/industries Dynamics 365, Data, AI

2Amazon

Cloud Revenue for Q ending 3/31: $13.5B


Cloud Services: IaaS, PaaS


CEO: Andy Jassy

Hello new AWS CEO Adam Selipsky: 10 questions for you

Cloud less than 5% of global IT spend, says Amazon CEO Andy Jassy

MSFT’s Nadella hammers Amazon for competing with AWS customers

3Google Cloud

Cloud Revenue for Q ending 3/31: $4B


Cloud Services: IaaS, PaaS, SaaS


CEO: Thomas Kurian

Surging sales mean profitability should happen in next 9-12 months

Its Office of the CTO team is winning customer hearts & wallets

Kurian & Co. taking on red-hot Snowflake in "data cloud" category

4Salesforce

Q4 Cloud Revenue: $5.82B


Cloud Services: SaaS, PaaS


CEO: Marc Benioff

Falls behind Oracle in market cap despite Benioff's "greatest quarter ever"

Benioff pushes SFDC more deeply into HCM via Work.com

Is Benioff preparing to invade ServiceNow's booming "workflow" turf?

5SAP

Cloud Revenue for Q ending 3/31: $2.57B


Cloud Services: SaaS, PaaS


CEO: Christian Klein

Resurgent partner program tied to making IP partner's top priority

Huge move by SAP in formally moving away from legacy to modular ERP

Klein again shows modern mindset in joint venture for FinTech-y Fioneer

6Oracle

Fiscal Q3 Cloud Revenue (est.): $1.6B


Cloud Services: SaaS, PaaS, IaaS


CEO: Safra Catz

Fusion ERP grew 46% last qrtr while archrival SAP's S/4HANA Cloud grew 39%

10 reasons why CEO Catz is more bullish than ever on cloud

Larry Ellison says his cloud ERP businesses could exceed $30 billion

7ServiceNow

Cloud Revenue for Q ending 3/31: $1.29B


Cloud Services: SaaS


CEO: Bill McDermott

Building ‘world’s greatest software company’: McDermott’s plan

Q4 subscription-revenue jumps 32% on “workflow revolution”

Special Report: McDermott & Co. are disrupting entire market

8Workday

Fiscal Q4 Cloud Revenue: $1.01B


Cloud Services: SaaS, PaaS


CEO: Aneel Bhusri

How do they rate vs SAP and ORCL based on 400 customer reviews?

Co-CEO Fernandez: it’s time to liberate CFOs from ERP’s limitations

Special Report: pushing advanced tech to rip and replace legacy IT

9IBM

Cloud Revenue for Q ending 3/31: $6.5B


Cloud Services: SaaS, PaaS, IaaS


CEO: Arvind Krishna

Cloud sales for last 12 months reach $27B, behind only MSFT, AMZN

Cloud chief Boville says 49-year partnership w/ SAP helps clients accelerate

General-purpose clouds out, industry-specific clouds in, says Boville

10Snowflake

Fiscal Q4 Cloud Revenue: $178M


Cloud Services: IaaS, PaaS


CEO: Frank Slootman

Two companies vying to be "next Snowflake" raise $452B

CEO Slootman comes out swinging against MSFT, AMZN, and GOOG

Slootman bets continued hypergrowth on vertical-industry strategy

Explore The Cloud Wars Top 10 Special Report

SAP
SAP
The media and some analysts perpetuate the silly myth that the cloud begins and ends with public-cloud Iaas. While IaaS is certainly important, it’s the software layers farther up the stack—PaaS and SaaS—that are driving even greater business value, innovation and differentiation for business customers.

 

Here at Cloud Wars, our Top 10 rankings are created from the POV of business customers, not from inside the tech-industry bubble.