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.
January 18, 2021
As 2021 gets cooking, we’re rolling out some exclusive high-level outlooks on where the cloud industry’s headed based on interviews late last year with Cloud Wars Top 10 leaders. These exclusive articles are part of our ongoing CEO Cloud Outlook 2021 series, and here’s a snippet from each with links to the full articles:
- Scott Guthrie of #1 Microsoft: “Organizations that build their own digital capability will recover faster and emerge from this crisis stronger.”
- Thomas Kurian of #3 Google Cloud (will be posted tomorrow, Jan. 19)
- Christian Klein of #5 SAP: “So that is game-changing. Because today, you’re often running your enterprise in a very process-by-process, one-step-by-one-step way, but suddenly you can really be managing the company real time.”
- Aneel Bhusri of #8 Workday: “I think companies and businesses found their soul, where we all have a greater purpose than just to deliver results for shareholders.”
- Bill McDermott of #9 ServiceNow: “What used to take five years is going to be done in five months.”
Explore The Cloud Wars Top 10 Special Report
The Cloud Wars Top 10
1 | Microsoft |
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Fiscal Q1 Cloud Revenue: $15.2B Cloud Services: IaaS, PaaS, SaaS CEO: Satya Nadella |
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Special Report: the 8 high-end traits needed to displace MSFT as #1 |
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Commercial Cloud revenue of $15.2B is now 40.8% of company total |
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Honeywell partnership aims to trigger AI-based Industrial Revolution |
2 | Amazon |
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AWS Q3 Cloud Revenue: $11.6B Cloud Services: IaaS, PaaS CEO: Andy Jassy |
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Special Report: if Slack worth $28B, then how high could AWS IPO go? |
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As cloud revenue growth slows, will Bezos cash in on AWS with huge IPO? |
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Second straight quarter with 29% revenue growth - $11.6 billion in Q3 |
3 | Google Cloud |
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Q3 Cloud Revenue: $3.44B Cloud Services: IaaS, PaaS, SaaS CEO: Thomas Kurian |
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Special Report: can world’s hottest cloud vendor sustain hypergrowth? |
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Kurian ties proprietary clouds to threat of "survivability requirements" |
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As good as Thomas Kurian's first year was, 2020 has been even better |
4 | Salesforce |
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Q2 2020 Cloud Revenue: $5.15B Cloud Services: SaaS, PaaS CEO: Marc Benioff |
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Special Report: w/Slack, Benioff boosts big target from $35B to $50B |
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Q3 earnings tomorrow - can Benioff maintain superb 29% growth? |
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Benioff's tough-love advice to passive CEOs: 'Get out of paralysis!' |
5 | SAP |
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Q3 Cloud Revenue: $2.32B Cloud Services: SaaS, PaaS CEO: Christian Klein |
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Special Report: Huge bet on Industry Cloud to outpace Oracle, Salesforce |
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Klein vows to lead market with Industry Cloud: "always been our strong suit" |
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After brutal Q3, Klein makes impressive and forceful commitment to future |
6 | Oracle |
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Q1 FY21 Cloud Revenue (est.): $2.25B Cloud Services: SaaS, PaaS, IaaS CEO: Safra Catz |
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Special Report: defying ankle-biters, Ellison creates cloud powerhouse |
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Ellison takes on Google Cloud and SAP with industry-specific solutions |
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Tightens Zoom relationship as as Ellison leads major overhaul of Saas apps |
7 | IBM |
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Q3 Cloud Revenue: $6B Cloud Services: SaaS, PaaS, IaaS CEO: Arvind Krishna |
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Special Report: Krishna must prove much more to IBM Cloud than Red Hat |
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As Krishna focuses on hybrid cloud, 4 huge no-growth businesses flounder |
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5 strategic issues Krishna should address on Oct. 19 Q3 earnings call |
8 | Workday |
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Fiscal Q2 Cloud Revenue: $1.06B Cloud Services: SaaS, PaaS CEO: Aneel Bhusri |
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Special Report: pushing advanced tech to rip and replace legacy IT |
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Huge Q3: go-lives at Walmart, Accenture, UPS, GE add 2.9M users |
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Bhusri cites “digital acceleration” as subscription revenue jumps 21% |
9 | ServiceNow |
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Q3 Cloud Revenue: $1.09B Cloud Services: SaaS CEO: Bill McDermott |
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Special Report: McDermott & Co. are disrupting entire market |
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I believe Salesforce, Oracle, or SAP will align with McDermott for CX |
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Who’s hot/not? NOW market cap hits $100B as IBM’s falls to $104B |
10 | Adobe |
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Q2 Experience Cloud Revenue: $826M Cloud Services: SaaS CEO: Shantanu Narayen |
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Special Report: Can Narayen mimic consumer success in enterprise? |
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Can Narayen's Experience Cloud compete head on against Salesforce? |
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Q3 Experience Cloud revenue again held down by Advertising Cloud trouble |