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!
| 1 | Microsoft |
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Cloud Revenue for Q4 ended 6/30: $19.5B Cloud Services: IaaS, PaaS, SaaS CEO: Satya Nadella |
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#1 in cloud overall, but where does it rate in industry clouds? |
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Apps leader Alysa Taylor blows away "front office // back office" model |
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| 2 | Amazon |
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Cloud Revenue for Q2 ended 6/30: $14.8B Cloud Services: IaaS, PaaS CEO: Andy Jassy |
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More talk about AWS moving into industry solutions via ML |
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Do Aurora, Redshift face big challenge from Oracle MySQL w/ HeatWave? |
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Infor bets the company on its deep leverage of AWS R&D |
| 3 | Google Cloud |
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Cloud Revenue for Q2 ended 6/30: $4.63B Cloud Services: IaaS, PaaS, SaaS CEO: Thomas Kurian |
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Kurian keynote details differentiation from MSFT, AMZN |
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Supply Chain Twin stunning example of digital innovation: Product of the Year? |
| 4 | Salesforce |
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Cloud Revenue for Q ended 7/31: $6.34B Cloud Services: SaaS, PaaS CEO: Marc Benioff |
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Doubling down on its huge momentum in industry clouds |
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Yet again, Oracle vows to challenge Benioff & Co. for top spot |
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Deal of the Decade: 10 reasons why Slack fits the bill |
| 5 | SAP |
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Cloud Revenue for Q2 ending 6/30: $2.69B Cloud Services: SaaS, PaaS CEO: Christian Klein |
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S/4HANA Cloud Q3 revenue jumps 46%, backlog soars 60% |
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Klein slaps back at Larry Ellison, claims hundreds of Q2 wins vs. Oracle |
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Resurgent partner program tied to making IP partner's top priority |
| 6 | Oracle |
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Cloud Revenue for Q ended 8/31: $2.5B Cloud Services: SaaS, PaaS, IaaS CEO: Safra Catz |
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Latest growth numbers: Fusion ERP +32%, SAP S/4HANA Cloud +46% |
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New CX plan to challenge Salesforce, but talk is cheap |
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Ellison sees huge market for co-creating FinServices apps w/ banks |
| 7 | ServiceNow |
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Cloud Revenue for Q2 ending 6/30: $1.33B Cloud Services: SaaS CEO: Bill McDermott |
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Compelling partnership w/ high-growth Celonis offers choices |
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McDermott Miracle: Market cap +2X in 2 yrs, bigger than IBM |
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McDermott plays dangerous game with SAP, Oracle |
| 8 | Workday |
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Cloud Revenue for Q ended 8/31: $1.26B Cloud Services: SaaS, PaaS CEO: Aneel Bhusri |
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Huge win at CVS Health to replace on-prem Oracle PeopleSoft |
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After strong Q2, Bhusri & Co. now on a $5-billion annualized run rate |
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I love the timing and scope of new partnership w/Google Cloud |
| 9 | Snowflake |
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Cloud Revenue for Q ended 8/31: $255M Cloud Services: IaaS, PaaS CEO: Frank Slootman |
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Q3 numbers come out Dec. 1—can it maintain triple-digit growth? |
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Data science biggest factor in human health, Slootman says |
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Two companies vying to be "next Snowflake" raise $452M |
| 10 | IBM |
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Cloud Revenue for Q2 ending 6/30: $7B Cloud Services: SaaS, PaaS, IaaS CEO: Arvind Krishna |
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Seeking peace, not war, with Amazon, Google and Microsoft |
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Huge cloud win w/ CaixaBank shows powerful Financial Srvcs momentum |
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Cloud chief Boville says 49-year partnership w/ SAP helps clients accelerate |
Explore The Cloud Wars Top 10 Special Report
