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.

April 6, 2020

As the United States moves into a 2-week period that will reveal the full horror of the COVID-19 crisis, and as Italy and Spain begin to move through the worst of the pandemic, we’re witnessing a worldwide phenomenon of public-private cooperation unprecedented in my lifetime. Over and over, as incredibly valiant healthcare workers battle to save lives and reduce suffering, and as researchers look to blunt the global power of the pandemic, and as heroic police officers and food-service workers put themselves on the line for the rest of us, we hear discussions of data, analytics, real-time insights, molecular modeling, supply-chain wizardry, and flexible and nimble logistics. We can hear echoes of the tech industry’s capabilities and contributions across the world as people from all regions of the world and all walks of life fight back against a silent, invisible, and highly lethal enemy.

And as that fight goes on, I want to continue our tradition of recognizing some of the outstanding contributions the companies in the Cloud Wars Top 10 are making:

The other day I heard someone cite this appropriate line from Winston Churchill: “When you’re going through hell, keep going.”

Words to live by here in April 2020.

Stay safe, stay strong, stay generous.

The Cloud Wars Top 10

1

Microsoft

2019 Cloud Revenue: $44.7B
Cloud Services: IaaS, PaaS, SaaS
CEO: Satya Nadella

Bogus “775% surge” went from fake news to lame fix—very surprising

Amid WFH revolution, Teams gains tens of millions of new users

CFO Amy Hood bullish as customers make “multiyear commitments”

2

Amazon

2019 Cloud Revenue: $35.0B
Cloud Services: IaaS, PaaS
CEO: Andy Jassy

Big donation of services to researchers for current and future crises

Top 3 tech battles in 2020 include Amazon vs. Oracle

3

Salesforce

2019 Cloud Revenue (estimated): $17.0B
Cloud Services: SaaS, PaaS
CEO: Marc Benioff

Benioff was first tech CEO to speak forcefully about COVID-19

Benioff overhauls top leadership to confront modern market realities

20-Year Itch: can it outflank SAP in redefining modern CRM?

4

Google Cloud

2019 Cloud Revenue: $8.9B
Cloud Services: IaaS, PaaS, SaaS
CEO: Thomas Kurian

Kurian shares Google Cloud’s massive, wide-ranging global response to COVID-19

To catch AWS, CEO Thomas Kurian must use M&A

Kurian tells MSFT and AMZN, ‘We are the fastest-growing cloud vendor’

5

SAP

2019 Cloud Revenue: $7.7B
Cloud Services: SaaS, PaaS
Co-CEOs: Jen Morgan & Christian Klein

co-CEOs’ message to global community: ‘Together we will persevere’

co-CEO Klein shoots down Ellison claim re Oracle nabbing big SAP customer

6

Oracle

2019 Cloud Revenue (estimated): $7.1B
Cloud Services: SaaS, PaaS, IaaS
CEO: Safra Catz

Ellison redefines cloud layers around unrivaled Autonomous Database

Oracle and SAP both claim #1 in enterprise apps—which will it be?

7

IBM

2019 Cloud Revenue: $21B
Cloud Services: SaaS, PaaS, IaaS
CEO: Ginni Rometty

Ginni Rometty steps down as CEO as Q4 cloud revenue jumps 23% to $6.8B

5 steps new CEO Arvind Krishna can take to reinvigorate growth potential

Bank of America says cloud has saved billions in IT costs

8

Workday

2019 Cloud Revenue (estimated): $3.5B
Cloud Services: SaaS, PaaS
CEO: Aneel Bhusri

Bhusri doubles down on commitment to employees as crisis intensifies

According to company, Financials business will grow 40%-plus in fiscal 2021

9

ServiceNow

2019 Cloud Revenue: $3.46B
Cloud Services: SaaS
CEO: Bill McDermott

Its 4 free emergency-response apps now used by 1,000+ entities

Can McDermott be king-maker in Salesforce-SAP battle for CRM?

McDermott’s moonshot: triple rev. to $10B, become ‘most admired’

10

Adobe

2019 Enterprise-Cloud Revenue: $3.21B
Cloud Services: SaaS
CEO: Shantanu Narayen

Welcome to the Top 10!

Digital Experience business up 24% to $859M in Q4

Reporting on FY20 Q1 numbers coming soon

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.