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.

January 18, 2021

As 2021 gets cooking, we’re rolling out some exclusive high-level outlooks on where the cloud industry’s headed based on interviews late last year with Cloud Wars Top 10 leaders. These exclusive articles are part of our ongoing CEO Cloud Outlook 2021 series, and here’s a snippet from each with links to the full articles:

Explore The Cloud Wars Top 10 Special Report

SAP
SAP

The Cloud Wars Top 10

1Microsoft

Fiscal Q1 Cloud Revenue: $15.2B


Cloud Services: IaaS, PaaS, SaaS


CEO: Satya Nadella

Special Report: the 8 high-end traits needed to displace MSFT as #1

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

Honeywell partnership aims to trigger AI-based Industrial Revolution

2Amazon

AWS Q3 Cloud Revenue: $11.6B


Cloud Services: IaaS, PaaS


CEO: Andy Jassy

Special Report: if Slack worth $28B, then how high could AWS IPO go?

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

3Google Cloud

Q3 Cloud Revenue: $3.44B


Cloud Services: IaaS, PaaS, SaaS


CEO: Thomas Kurian

Special Report: can world’s hottest cloud vendor sustain hypergrowth?

Kurian ties proprietary clouds to threat of "survivability requirements"

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

4Salesforce

Q2 2020 Cloud Revenue: $5.15B


Cloud Services: SaaS, PaaS


CEO: Marc Benioff

Special Report: w/Slack, Benioff boosts big target from $35B to $50B

Q3 earnings tomorrow - can Benioff maintain superb 29% growth?

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

5SAP

Q3 Cloud Revenue: $2.32B


Cloud Services: SaaS, PaaS


CEO: Christian Klein

Special Report: Huge bet on Industry Cloud to outpace Oracle, Salesforce

Klein vows to lead market with Industry Cloud: "always been our strong suit"

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

6Oracle

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


Cloud Services: SaaS, PaaS, IaaS


CEO: Safra Catz

Special Report: defying ankle-biters, Ellison creates cloud powerhouse

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

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

7IBM

Q3 Cloud Revenue: $6B


Cloud Services: SaaS, PaaS, IaaS


CEO: Arvind Krishna

Special Report: Krishna must prove much more to IBM Cloud than Red Hat

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

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

8Workday

Fiscal Q2 Cloud Revenue: $1.06B


Cloud Services: SaaS, PaaS


CEO: Aneel Bhusri

Special Report: pushing advanced tech to rip and replace legacy IT

Huge Q3: go-lives at Walmart, Accenture, UPS, GE add 2.9M users

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

9ServiceNow

Q3 Cloud Revenue: $1.09B


Cloud Services: SaaS


CEO: Bill McDermott

Special Report: McDermott & Co. are disrupting entire market

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

10Adobe

Q2 Experience Cloud Revenue: $826M


Cloud Services: SaaS


CEO: Shantanu Narayen

Special Report: Can Narayen mimic consumer success in enterprise?

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

Q3 Experience Cloud revenue again held down by Advertising Cloud trouble

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.