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.

October 14, 2019

As earnings season kicks into gear, #4 SAP’s great Q3 preliminary financial results were overshadowed by Bill McDermott’s decision to step down after a highly successful decade as CEO. McDermott tripled SAP’s market cap during that tenure in large part by infusing a customer-centric culture within the company. He also pushed SAP aggressively into the cloud and beyond the on-premises business that made it the pre-eminent applications vendor in the world. Success always comes at a cost. For SAP that’s meant a relentless wave of incursions—some successful, some rebuffed—by competitors looking to snatch some of SAP’s huge global market share.

#3 Salesforce, #5 Oracle and #8 Workday have all been hammering at SAP’s customer base in ERP, HCM and CRM. Yet in spite of that, SAP’s cloud business grew 37% for Q3. That’s definitely a tribute to McDermott’s leadership and the company’s overall commitment and capability. Now it’s up to newly named co-CEOs Jen Morgan and Christian Klein to drive that success forward as customer expectations rise in today’s digital economy. Fairly or not, Morgan and Klein will be judged heavily by the Q4 results that SAP reports 3 months from now. In the meantime, the ferocious competitive attacks will only escalate. That’s great news for customers who stand to benefit from that unbridled competition. We’ll see how well Morgan and Klein respond to this weighty challenge.

The Cloud Wars Top 10

1

Microsoft

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

Q1 cloud revenue will top SFDC, SAP, Oracle & Google *combined*

Inside its billion-dollar cloud deals: ‘Innovation Agendas’

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

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

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

10 things to know about Oracle Autonomous Linux

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

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

Q3 numbers will hint at Rometty’s $33-billion bet on Red Hat

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.