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 16, 2019

Larry Ellison came out swinging during Oracle’s earnings call last week. And his top targets revealed the swiftly changing dynamics within the Cloud Wars. Over the past 2-3 years, Ellison has used the quarterly earnings calls to dismiss SAP as a primary competitor, saying its lack of modern cloud applications had convinced Oracle to focus on Workday instead. But in last week’s call, Ellison unloaded on SAP. Oracle’s fast-growing Cloud ERP business, he said, would eventually enable Oracle to dethrone SAP as the world’s #1 ERP vendor. That prospect would have been laughed at until recently—and SAP will certainly have its own take on who’s going to rule the ERP roost for the next decade. But as always in the Cloud Wars, the big winners will be the business customers benefitting from all that competition.

As Ellison went on to talk about the stupendous growth of his Autonomous Database, he also saw fit to backhand Microsoft, IBM and any and all makers of open-source database products. Ellison made his most-aggressive remarks ever about the superior business value and technological capability of his self-driving database. We’ll keep a close eye on this incredibly strategic slice of the market to see if customers put their money where Ellison’s big talk is.

The Cloud Wars Top 10

1

Microsoft

2018 Cloud Revenue: $32.3B
Cloud Services: IaaS, PaaS, SaaS
CEO: Satya Nadella

If any company can take over #1, I’d nominate Google Cloud

Inside its $11B fourth quarter: 10 big cloud numbers

2

Amazon

2018 Cloud Revenue: $25.7B
Cloud Services: IaaS, PaaS
CEO: Andy Jassy

AWS Q2 revenue jumps 37% to $8.38B

Cites broad innovation in ML as key to growth

3

Salesforce

2018 Cloud Revenue: $13.0B
Cloud Services: SaaS, PaaS
CEO: Marc Benioff and Keith Block

Rings up its first $4B quarter as Benioff pivots to Customer 360

2018 CRM market share topped SAP, Oracle and Adobe—combined!

4

SAP

2018 Cloud Revenue: $5.6B
Cloud Services: SaaS, PaaS
CEO: Bill McDermott

5

Oracle

2018 Cloud Revenue: $5.3B
Cloud Services: SaaS, PaaS, IaaS
CEO: Mark Hurd

Could it dethrone SAP as world’s #1 ERP vendor?

Ellison: Autonomous DB growth “so extraordinary, we’re not forecasting”

Inside its blowout fiscal Q4

6

Google Cloud

2018 Cloud Revenue: unknown
Cloud Services: IaaS, PaaS, SaaS
CEO: Thomas Kurian

7

IBM

2018 Cloud Revenue: $19.2B
Cloud Services: SaaS, PaaS, IaaS
CEO: Ginni Rometty

8

Workday

2018 Cloud Revenue: $2.61B
Cloud Services: SaaS, PaaS
CEO: Aneel Bhusri

Walmart deal illuminates possibilities of “the new HCM”

As Q2 revenue hits $888M,  first $1-billion qrtr likely within 12 mos.

9

Accenture

2018 Cloud Revenue: $9B
Cloud Services: PaaS
CEO: N/A

Moves up from #10, with ties to MSFT, AWS, GOOG

10

ServiceNow

2018 Cloud Revenue: $2.61B
Cloud Services: SaaS
CEO: John Donahoe

Posted $3 billion in revenue for the last 12 months

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.