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.

May 18, 2020

So the rapidly evolving enterprise cloud is taking on an entirely new shape as the hard-and-fast clarity of the original cloud stratification—IaaS over here, PaaS over there, and SaaS in that other spot—begins to crumble under the enormous pressure exerted by a few different forces. Let’s look at the most-recent of those forces. SAP CEO Christian Klein is vowing to battle cloud-infrastructure heavyweights Microsoft and Google for ultimate control of customers as those two hyperscalers look to offer SAP’s cloud customers more than just infrastructure. In the old world, SAP supplied the applications, hardware companies supplied the systems that ran those applications and SAP forged the strategic relationships with customers while the hardware companies were in effect subcontractors. In SAP’s ideal world, that same model would carry over into the cloud: SAP provides the apps, and hyperscalers Microsoft, Google and Amazon supply the IaaS.

But in the actual world, Microsoft and Google offer not only infrastructure but also platform services and cloud applications. Amazon is pushing into the platform space as well. As a result, as SAP’s huge roster of big global corporations begin moving more and more mission-critical workloads to the cloud, Microsoft and Google are looking to move up the stack and offer those customers more than IaaS. And SAP’s new CEO doesn’t think much of that idea. You can read all about this major development in SAP Will Battle Microsoft & Google for Customer Control, Says CEO Christian Klein.

The Cloud Wars Top 10

1Microsoft

Q1 2020 Cloud Revenue: $13.3B


Cloud Services: IaaS, PaaS, SaaS


CEO: Satya Nadella

Cloud revenue up 40% to $13.3 billion

CEO Satya Nadella on the post-COVID business world

CFO Amy Hood bullish as customers make “multiyear commitments”

2Amazon

Q1 2020 Cloud Revenue: $10.2B


Cloud Services: IaaS, PaaS


CEO: Andy Jassy

As world surges to cloud, Jassy & team reach $10B in Q1 cloud rev

Big donation of services to researchers for current and future crises

My ‘open letter’ to Jassy: don’t behave like predator but talk like pacifist

3Salesforce

2019 Cloud Revenue (est): $17.0B


Cloud Services: SaaS, PaaS


CEO: Marc Benioff

Check out Marc Benioff: Extraordinary Ascendancy of a Global Leader

Tech’s COVID-19 Response: What Salesforce, ServiceNow and Workday Are Doing

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

4Google Cloud

Q1 2020 Cloud Revenue: $2.8B


Cloud Services: IaaS, PaaS, SaaS


CEO: Thomas Kurian

Remains growth leader as Q1 cloud revenue jumps 52% to $2.8 billion

Inside its massive, wide-ranging global response to COVID-19

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

5SAP

Q1 2020 Cloud Revenue: $2.2B


Cloud Services: SaaS, PaaS


CEO: Christian Klein

Klein vows to battle Microsoft, Google Cloud for strategic customer control

Cloud to the rescue! Q1 cloud revenue 4.5X higher than new-license rev

As co-CEO Morgan leaves, SAP Oracle Salesforce agree: co-CEO model dead

6Oracle

2019 Cloud Revenue (est): $7.1B


Cloud Services: SaaS, PaaS, IaaS


CEO: Safra Catz

Cloud momentum builds as Ellison once again picks Amazon’s pocket

Ellison uses Zoom deal and Autonomous DB to position ‘next-gen’ IaaS

Giving Gen 2 IaaS GPU services to COVID-19 research teams

7IBM

Q1 2020 Cloud Revenue: $5.4B


Cloud Services: SaaS, PaaS, IaaS


CEO: Arvind Krishna

New CEO Arvind Krishna lays out strategy to beat Microsoft, Amazon, Google

Will Krishna shake up company or just rearrange pieces?

5 steps the company can take to reinvigorate growth potential

8Workday

2019 Cloud Revenue (est): $3.5B


Cloud Services: SaaS, PaaS


CEO: Aneel Bhusri

Doubles down on commitment to employees amid COVID-19 crisis

Bhusri says his Financials business will grow 40%-plus in fiscal 2021

Exclusive: Aneel Bhusri is Workday’s “Pied Piper of Machine Learning”

9ServiceNow

Q1 2020 Cloud Revenue: $1.05B


Cloud Services: SaaS


CEO: Bill McDermott

How the company is turning digital workflow into strategic enterprise apps

McDermott sees 'no layoffs' and raises: hiring 1,000+ people in 2020

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

10Adobe

2019 Cloud Revenue: $3.21B


Cloud Services: SaaS


CEO: Shantanu Narayen

A look at its COVID-19 response: facilitating distance learning

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.