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.

September 14, 2020

Continuing to defy the pandemic-induced global slowdown, the Cloud Wars Top 10 posted another powerful showing last week as #6 Oracle reported strong results across all facets of its wide-ranging cloud business. Oracle’s impressive performance comes on the heels of excellent results from #3 Salesforce and #8 Workday last week.

For Oracle, both chairman Larry Ellison and CEO Safra Catz said that their fiscal-Q1 cloud numbers reflect the beginning of a broad-based trend that will see more and more growth in Oracle’s cloud business. That cuts across its Fusion applications (revenue up 26%), its cloud-native Autonomous Database (revenue up 64%), and its OCI cloud infrastructure (revenue up 130%).

More broadly, we’re seeing results from the world’s top cloud players that range from excellent to superb, as businesses realize that the cloud is their only path to the digital future.

The Cloud Wars Top 10

1Microsoft

Fiscal Q4 Cloud Revenue: $14.3B


Cloud Services: IaaS, PaaS, SaaS


CEO: Satya Nadella

Cloud revenue: bigger than Amazon + Google, and 2X bigger than IBM

In 2 yrs, Azure revenue growth has tumbled from 85% to 50%—time to worry?

A top priority is converting Oracle’s on-prem database customers

2Amazon

AWS Q2 Cloud Revenue: $10.8B


Cloud Services: IaaS, PaaS


CEO: Andy Jassy

AWS no longer #1 growth-driver within Amazon—here are 3 reasons

Grabs lead in outer-space cloud race with Aerospace & Satellite unit

My ‘open letter’ to Jassy: don’t behave like predator but talk like pacifist

3Salesforce

Q2 2020 Cloud Revenue: $5.15B


Cloud Services: SaaS, PaaS


CEO: Marc Benioff

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

Blockbuster Q2 sends market cap 25% over SAP’s, 40% over Oracle’s

Will Benioff be first SaaS vendor to reach $5B in quarterly revenue?

4Google Cloud

Q2 Cloud Revenue: $3.0B


Cloud Services: IaaS, PaaS, SaaS


CEO: Thomas Kurian

Kurian & Co. once again world’s fastest-growing major cloud vendor

CEO Kurian outlines customer-centric vision for future

Can it displace Microsoft as SAP’s #1 cloud infrastructure partner?

5SAP

Q2 Cloud Revenue: $2.39B


Cloud Services: SaaS, PaaS


CEO: Christian Klein

After strong Q2, Klein underscores his CEO role w/ clear, confident outlook

Klein calls out Industry Cloud, just 30 days old, as a key “growth driver”

Cloud to the rescue! Q1 cloud revenue 4.5X higher than new-license rev

6Oracle

Q4 2019 Cloud Revenue (est): $2.1B


Cloud Services: SaaS, PaaS, IaaS


CEO: Safra Catz

Ellison shuffles top execs to drive next-gen strat for huge cloud portfolio

Ellison’s 3-pt plan to battle Amazon: autonomous, performance, security

Vs. huge odds, Oracle becoming legit IaaS rival to AMZN MSFT GOOG

7IBM

Q2 Cloud Revenue: $6.3B


Cloud Services: SaaS, PaaS, IaaS


CEO: Arvind Krishna

Why new CEO Arvind Krishna deserves A+ for performance in debut quarter

Deepens partnership w/ SAP to help customers survive digital revolution

Krishna lays out strategy to beat Microsoft, Amazon, Google

8Workday

Fiscal Q2 Cloud Revenue: $1.06B


Cloud Services: SaaS, PaaS


CEO: Aneel Bhusri

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

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

Exclusive: Workday’s “Pied Piper of Machine Learning”

9ServiceNow

Q2 Cloud Revenue: $1.07B


Cloud Services: SaaS


CEO: Bill McDermott

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

McDermott says his workforce will triple by 2025 as growth booms

How the company is turning digital workflow into strategic enterprise apps

10Adobe

Q2 Experience Cloud Revenue: $826M


Cloud Services: SaaS


CEO: Shantanu Narayen

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

A look at its COVID-19 response: facilitating distance learning

Digital Experience business up 24% to $859M in Q4

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.