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 22, 2021

So AWS is now growing faster than Microsoft Cloud, IBM is putting more energy behind its industry clouds now that the Kyndryl spin-out is complete, Salesforce is deeply intent on maintaining its powerful grip on the #1 spot in the Industry Cloud Top 10 rankings, Workday outperformed for Q3 and has raised guidance for the rest of the year, and on Dec. 1 we’ll find out if Snowflake has been able to maintain its gravity-defying triple-digit growth rate.

In the meantime, for those of you celebrating Thanksgiving, we wish you and peaceful and wonderful holiday with your familiy and friends!

1Microsoft

Cloud Revenue for Q4 ended 6/30: $19.5B


Cloud Services: IaaS, PaaS, SaaS


CEO: Satya Nadella

#1 in cloud overall, but where does it rate in industry clouds?

Apps leader Alysa Taylor blows away "front office // back office" model

Apps Wars! Nadella puts bullseye on SAP, Salesforce, Oracle

2Amazon

Cloud Revenue for Q2 ended 6/30: $14.8B


Cloud Services: IaaS, PaaS


CEO: Andy Jassy

More talk about AWS moving into industry solutions via ML

Do Aurora, Redshift face big challenge from Oracle MySQL w/ HeatWave?

Infor bets the company on its deep leverage of AWS R&D

3Google Cloud

Cloud Revenue for Q2 ended 6/30: $4.63B


Cloud Services: IaaS, PaaS, SaaS


CEO: Thomas Kurian

I'm guessing they grow 52% to $5.2 billion for Q3

Kurian keynote details differentiation from MSFT, AMZN

Supply Chain Twin stunning example of digital innovation: Product of the Year?

4Salesforce

Cloud Revenue for Q ended 7/31: $6.34B


Cloud Services: SaaS, PaaS


CEO: Marc Benioff

Doubling down on its huge momentum in industry clouds

Yet again, Oracle vows to challenge Benioff & Co. for top spot

Deal of the Decade: 10 reasons why Slack fits the bill

5SAP

Cloud Revenue for Q2 ending 6/30: $2.69B


Cloud Services: SaaS, PaaS


CEO: Christian Klein

S/4HANA Cloud Q3 revenue jumps 46%, backlog soars 60%

Klein slaps back at Larry Ellison, claims hundreds of Q2 wins vs. Oracle

Resurgent partner program tied to making IP partner's top priority

6Oracle

Cloud Revenue for Q ended 8/31: $2.5B


Cloud Services: SaaS, PaaS, IaaS


CEO: Safra Catz

Latest growth numbers: Fusion ERP +32%, SAP S/4HANA Cloud +46%

New CX plan to challenge Salesforce, but talk is cheap

Ellison sees huge market for co-creating FinServices apps w/ banks

7ServiceNow

Cloud Revenue for Q2 ending 6/30: $1.33B


Cloud Services: SaaS


CEO: Bill McDermott

Compelling partnership w/ high-growth Celonis offers choices

McDermott Miracle: Market cap +2X in 2 yrs, bigger than IBM

McDermott plays dangerous game with SAP, Oracle

8Workday

Cloud Revenue for Q ended 8/31: $1.26B


Cloud Services: SaaS, PaaS


CEO: Aneel Bhusri

Huge win at CVS Health to replace on-prem Oracle PeopleSoft

After strong Q2, Bhusri & Co. now on a $5-billion annualized run rate

I love the timing and scope of new partnership w/Google Cloud

9Snowflake

Cloud Revenue for Q ended 8/31: $255M


Cloud Services: IaaS, PaaS


CEO: Frank Slootman

Q3 numbers come out Dec. 1—can it maintain triple-digit growth?

Data science biggest factor in human health, Slootman says

Two companies vying to be "next Snowflake" raise $452M

10IBM

Cloud Revenue for Q2 ending 6/30: $7B


Cloud Services: SaaS, PaaS, IaaS


CEO: Arvind Krishna

Seeking peace, not war, with Amazon, Google and Microsoft

Huge cloud win w/ CaixaBank shows powerful Financial Srvcs momentum

Cloud chief Boville says 49-year partnership w/ SAP helps clients accelerate

Explore The Cloud Wars Top 10 Special Report

SAP
SAP
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.