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
- 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
| 1 | Microsoft |
|---|---|
Cloud Revenue for Q ending 3/31: $17.7B Cloud Services: IaaS, PaaS, SaaS CEO: Satya Nadella |
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Jumps to #4 on Industry Cloud Top 10 w/ buy of AT&T 5G mobile network |
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Nadella's achievements place him atop list of world's best CEOs |
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Nadella creates powerhouse apps biz w/industries Dynamics 365, Data, AI |
| 2 | Amazon |
|---|---|
Cloud Revenue for Q ending 3/31: $13.5B Cloud Services: IaaS, PaaS CEO: Andy Jassy |
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Hello new AWS CEO Adam Selipsky: 10 questions for you |
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Cloud less than 5% of global IT spend, says Amazon CEO Andy Jassy |
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MSFT’s Nadella hammers Amazon for competing with AWS customers |
| 3 | Google Cloud |
|---|---|
Cloud Revenue for Q ending 3/31: $4B Cloud Services: IaaS, PaaS, SaaS CEO: Thomas Kurian |
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Surging sales mean profitability should happen in next 9-12 months |
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Its Office of the CTO team is winning customer hearts & wallets |
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Kurian & Co. taking on red-hot Snowflake in "data cloud" category |
| 4 | Salesforce |
|---|---|
Q4 Cloud Revenue: $5.82B Cloud Services: SaaS, PaaS CEO: Marc Benioff |
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Falls behind Oracle in market cap despite Benioff's "greatest quarter ever" |
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Benioff pushes SFDC more deeply into HCM via Work.com |
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Is Benioff preparing to invade ServiceNow's booming "workflow" turf? |
| 5 | SAP |
|---|---|
Cloud Revenue for Q ending 3/31: $2.57B Cloud Services: SaaS, PaaS CEO: Christian Klein |
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Resurgent partner program tied to making IP partner's top priority |
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Huge move by SAP in formally moving away from legacy to modular ERP |
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Klein again shows modern mindset in joint venture for FinTech-y Fioneer |
| 6 | Oracle |
|---|---|
Fiscal Q3 Cloud Revenue (est.): $1.6B Cloud Services: SaaS, PaaS, IaaS CEO: Safra Catz |
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Fusion ERP grew 46% last qrtr while archrival SAP's S/4HANA Cloud grew 39% |
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10 reasons why CEO Catz is more bullish than ever on cloud |
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Larry Ellison says his cloud ERP businesses could exceed $30 billion |
| 7 | ServiceNow |
|---|---|
Cloud Revenue for Q ending 3/31: $1.29B Cloud Services: SaaS CEO: Bill McDermott |
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Building ‘world’s greatest software company’: McDermott’s plan |
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Q4 subscription-revenue jumps 32% on “workflow revolution” |
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Special Report: McDermott & Co. are disrupting entire market |
| 8 | Workday |
|---|---|
Fiscal Q4 Cloud Revenue: $1.01B Cloud Services: SaaS, PaaS CEO: Aneel Bhusri |
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How do they rate vs SAP and ORCL based on 400 customer reviews? |
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Co-CEO Fernandez: it’s time to liberate CFOs from ERP’s limitations |
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Special Report: pushing advanced tech to rip and replace legacy IT |
| 9 | IBM |
|---|---|
Cloud Revenue for Q ending 3/31: $6.5B Cloud Services: SaaS, PaaS, IaaS CEO: Arvind Krishna |
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Cloud sales for last 12 months reach $27B, behind only MSFT, AMZN |
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Cloud chief Boville says 49-year partnership w/ SAP helps clients accelerate |
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General-purpose clouds out, industry-specific clouds in, says Boville |
| 10 | Snowflake |
|---|---|
Fiscal Q4 Cloud Revenue: $178M Cloud Services: IaaS, PaaS CEO: Frank Slootman |
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Two companies vying to be "next Snowflake" raise $452B |
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CEO Slootman comes out swinging against MSFT, AMZN, and GOOG |
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Slootman bets continued hypergrowth on vertical-industry strategy |
Explore The Cloud Wars Top 10 Special Report
