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.
April 22, 2019
It’s report-card time for many in the Cloud Wars Top 10. Q1 earnings will hit this week for #1 Microsoft (April 24), #2 Amazon (April 25), #4 SAP (April 24), and #10 ServiceNow. As we discussed recently, #1 Microsoft has an excellent chance to become the first cloud vendor to post $10 billion in quarterly cloud revenue, a striking achievement that reflects the voracious appetite for cloud services and technology. Microsoft’s commercial-cloud business has been growing at close to 50%, a hypergrowth figure that #2 Amazon’s AWS unit has been very close to matching for the past few quarters. If it’s able to maintain that torrid pace, AWS will reach $8 billion in revenue for Q1—a fabulous achievement. For #4 SAP, we’ll be watching to see if it can maintain its heady growth rate of about 40% for its SaaS portfolio. #10 ServiceNow will probably to continue to grow its unique SaaS business in the range of 35%. Looking ahead to next week, Google Cloud’s parent, Alphabet, will release earnings results on April 29.
The Cloud Wars Top 10
1
Microsoft
2018 Cloud Revenue: $32.3B
Cloud Services: IaaS, PaaS, SaaS
CEO: Satya Nadella
$10B qrtr for commercial cloud? Booming results across board say yes
If not “real” cloud, why do top companies keep choosing it?
Inside its transformative Volkswagen partnership
2
Amazon
2018 Cloud Revenue: $25.7B
Cloud Services: IaaS, PaaS
CEO: Andy Jassy
After 2018 rev. jumped 47%, could reach $8B for Q1
Andy Jassy is 2018 Cloud Wars CEO Of Year
My take on its $100-million-a-year deal with Lyft
3
Salesforce
2018 Cloud Revenue: $13.0B
Cloud Services: SaaS, PaaS
CEO: Marc Benioff and Keith Block
Why Benioff & co. are world’s #1 SaaS vendor
Can SAP or Microsoft/Adobe steal its CRM crown?
Benioff’s bold CEO call-out: trust must be #1 priority
4
SAP
2018 Cloud Revenue: $5.6B
Cloud Services: SaaS, PaaS
CEO: Bill McDermott
The Qualtrics Effect & the future of enterprise software
How it might take on Salesforce for CRM leadership
Inside the cloud ERP wars: SAP, Oracle, and Workday
5
IBM
2018 Cloud Revenue: $19.2B
Cloud Services: SaaS, PaaS, IaaS
CEO: Ginni Rometty
Q1 cloud revenue was $5B—but is 12% cloud growth viable?
Inside its huge hybrid-cloud deals announced in January
Key question: can Red Hat make it a hybrid leader?
6
Oracle
2018 Cloud Revenue: $5.3B
Cloud Services: SaaS, PaaS, IaaS
CEO: Mark Hurd
Ellison: Autonomous DB 11.5x faster than AWS
Autonomous database “most-successful launch ever”
But is the self-driving database overhyped?
7
Google Cloud
2018 Cloud Revenue: unknown
Cloud Services: IaaS, PaaS, SaaS
CEO: Thomas Kurian
Jumps from #9 as CEO Kurian lays out plans to contest MSFT & AWS
How it’s taking on Microsoft for firstline users
Revenue is unknown, but “really nice uptick” in $100M deals
8
Workday
2018 Cloud Revenue: $2.61B
Cloud Services: SaaS, PaaS
CEO: Aneel Bhusri
Can it respond to The SAP/Qualtrics Effect?
Low-cost deployments: secret weapon vs. Oracle & SAP
How it’s cranking up the heat in the cloud ERP wars
9
Accenture
2018 Cloud Revenue: $9B
Cloud Services: PaaS
CEO: N/A
Joins the Cloud Wars Top 10 in late March, 2019
Moves up from #10, with ties to MSFT, AWS, GOOG
10
ServiceNow
2018 Cloud Revenue: $2.61B
Cloud Services: SaaS
CEO: John Donahoe
“Digital workflow” pushes revenue to $2.61B, up 38%
Key question: can it remain independent throughout 2019?
Donahoe: prepping to become a $10B cloud powerhouse