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.

November 23, 2020

Clearly, the cloud continues to position itself as the unquestioned foundation for the digital economy, and this week Workday provides us with a more examples. As Workday posted a strong fiscal Q3 with subscription revenue up 21%, co-CEO Aneel Bhusri cited the rise of “digital acceleration” as a powerful trend among customers looking to remake themselves and the value they’re able to deliver to their customers. Bhusri also noted the power of the cloud in that global phenomenon in two massive go-lives that Workday celebrated in its Q3: Accenture’s 500,000 associates are now all up and running on Workday HCM. Imagine that–a cloud deployment touching half a million people across the globe. But as impressive as that is, check out the go-live Workday celebrated with Walmart: 1.7 million associates across the globe are now using Workday in what is very likely the largest such HCM deployment ever.

The Cloud Wars Top 10

1Microsoft

Fiscal Q1 Cloud Revenue: $15.2B


Cloud Services: IaaS, PaaS, SaaS


CEO: Satya Nadella

Commercial Cloud revenue of $15.2B is now 40.8% of company total

Honeywell partnership aims to trigger AI-based Industrial Revolution

Will its move into industry-specific solutions alienate SaaS partners?

2Amazon

AWS Q3 Cloud Revenue: $11.6B


Cloud Services: IaaS, PaaS


CEO: Andy Jassy

As cloud revenue growth slows, will Bezos cash in on AWS with huge IPO?

Second straight quarter with 29% revenue growth - $11.6 billion in Q3

AWS jumps into industry-specific solutions with huge customer partnership

3Salesforce

Q2 2020 Cloud Revenue: $5.15B


Cloud Services: SaaS, PaaS


CEO: Marc Benioff

Benioff's tough-love advice to passive CEOs: 'Get out of paralysis!'

Benioff pushes SAP out of mainstream CRM into "focused" segments

Marc Benioff’s Magic: 10 key drivers behind Salesforce ’s Q2 surge

4Google Cloud

Q3 Cloud Revenue: $3.44B


Cloud Services: IaaS, PaaS, SaaS


CEO: Thomas Kurian

Kurian ties proprietary clouds to threat of "survivability requirements"

As good as Thomas Kurian's first year was, 2020 has been even better

Alphabet execs unusually vocal re Google Cloud, elevate to new status

5SAP

Q3 Cloud Revenue: $2.32B


Cloud Services: SaaS, PaaS


CEO: Christian Klein

After brutal Q3, Klein makes impressive and forceful commitment to future

Product chief Saueressig makes the case for how CX is pushing CRM aside

Can Klein leapfrog Salesforce with new fully integrated combo of CX and ERP?

6Oracle

Q1 FY21 Cloud Revenue (est.): $2.25B


Cloud Services: SaaS, PaaS, IaaS


CEO: Safra Catz

Ellison takes on Google Cloud and SAP with industry-specific solutions

Tightens Zoom relationship as as Ellison leads major overhaul of Saas apps

Ellison's Trojan Horse: Exadata already used by 86 of Fortune Global 100

7IBM

Q3 Cloud Revenue: $6B


Cloud Services: SaaS, PaaS, IaaS


CEO: Arvind Krishna

As Krishna focuses on hybrid cloud, 4 huge no-growth businesses flounder

5 strategic issues Krishna should address on Oct. 19 Q3 earnings call

After spinning off mngd-srvcs infrastr. biz, Krisha needs to jettison systems

8Workday

Fiscal Q2 Cloud Revenue: $1.06B


Cloud Services: SaaS, PaaS


CEO: Aneel Bhusri

Bhusri cites “digital acceleration” as subscription revenue jumps 21%

While Oracle, SAP and Salesforce scrapped co-CEO model, Bhusri reviving it

Bhusri hammers legacy IT, tops $1B for Q1, embraces MSFT & SFDC

9ServiceNow

Q3 Cloud Revenue: $1.09B


Cloud Services: SaaS


CEO: Bill McDermott

I believe Salesforce, Oracle, or SAP will align with McDermott for CX

Who’s hot/not? NOW market cap hits $100B as IBM’s falls to $104B

McDermott & Co. are redefining pace of change and time to value

10Adobe

Q2 Experience Cloud Revenue: $826M


Cloud Services: SaaS


CEO: Shantanu Narayen

Can Narayen's Experience Cloud compete head on against Salesforce?

Q3 Experience Cloud revenue again held down by Advertising Cloud trouble

COVID + problems w/ Advtsg Cloud stunt fiscal Q2 growth to 5%: $826M

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.