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.

September 20, 2021

Oracle’s FY22 Q1 earnings call delivered some of the lively perspectives and commentary that chairman Larry Ellison is always eager to deliver:

  • Oracle’s cloud revenue is now on a $10 billion annualized run rate;
  • its new MySQL release with HeatWave query accelerator is 100X faster than Amazon Aurora, according to Ellison;
  • Oracle has surpassed Google Cloud as the #3 cloud-infrastructure provider (a claim with very little basis in fact); and
  • Ellison intends to drive Oracle deeply into Financial Services and Healthcare applications.

These claims—even the one that’s much more fantasy than fact—reflect what is so compelling about the Cloud Wars: the relentless competition, innovation and ambition that all combine to generate huge value for business customers looking to thrive in the emerging Acceleration Economy.



Cloud Revenue for Q4 ended 6/30: $19.5B

Cloud Services: IaaS, PaaS, SaaS

CEO: Satya Nadella

Apps leader Alysa Taylor blows away "front office // back office" model

Apps Wars! Nadella puts bullseye on SAP, Salesforce, Oracle

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


Cloud Revenue for Q2 ended 6/30: $14.8B

Cloud Services: IaaS, PaaS

CEO: Andy Jassy

Do Aurora, Redshift face big challenge from Oracle MySQL w/ HeatWave?

Infor bets the company on its deep leverage of AWS R&D

Workday remains tight w/ Amazon and AWS despite crazy rumors

3Google Cloud

Cloud Revenue for Q2 ended 6/30: $4.63B

Cloud Services: IaaS, PaaS, SaaS

CEO: Thomas Kurian

Big and wide-ranging strategic partnership w/ Workday a boost for both

Dazzling Q2 for Kurian & Co.: revenue +54% to $4.63B, losses down 59%

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


Cloud Revenue for Q1 ended 4/30: $5.96B

Cloud Services: SaaS, PaaS

CEO: Marc Benioff

Deal of the Decade: 10 reasons why Slack fits the bill

Benioff cranks up the innovation agenda with Slack

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


Cloud Revenue for Q2 ending 6/30: $2.69B

Cloud Services: SaaS, PaaS

CEO: Christian Klein

Klein slaps back at Larry Ellison, claims hundreds of Q2 wins vs. Oracle

S/4HANA Cloud Q2 revenue jumps 39%, with current cloud back up 48%

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


Fiscal Q4 Cloud Revenue (est.): $2B

Cloud Services: SaaS, PaaS, IaaS

CEO: Safra Catz

Q1 cloud revenue hits $2.5B, but 3 big questions for Larry Ellison

OCI disruption continues with strong showing in Gartner report

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


Cloud Revenue for Q2 ending 6/30: $1.33B

Cloud Services: SaaS

CEO: Bill McDermott

McDermott Miracle: Market cap +2X in 2 yrs, bigger than IBM

McDermott plays dangerous game with SAP, Oracle

Building ‘world’s greatest software company’


Cloud Revenue for Q1 ended 4/30: $1.18B

Cloud Services: SaaS, PaaS

CEO: Aneel Bhusri

Huge win at CVS Health to replace on-prem Oracle PeopleSoft

After strong Q2, Bhusri & Co. now on a $5-billion annualized run rate

I love the timing and scope of new partnership w/Google Cloud


Cloud Revenue for Q2 ending 6/30: $7B

Cloud Services: SaaS, PaaS, IaaS

CEO: Arvind Krishna

Huge cloud win w/ CaixaBank shows powerful Financial Srvcs momentum

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

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


Cloud Revenue for Q1 ended 4/30: $213.8M

Cloud Services: IaaS, PaaS

CEO: Frank Slootman

Data science biggest factor in human health, Slootman says

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

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

Explore The Cloud Wars Top 10 Special Report

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.