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 20, 2020
- #1 Microsoft: can it continue to improve Azure’s reliability as the world’s largest corporations move mission-critical workloads to the Microsoft Cloud?
- #2 Amazon: can it mount a credible threat to Oracle’s dominance in the database market, and can it fend off Azure’s relentless growth in the IaaS segment?
- #3 Salesforce: can it outperform SAP in redefining the CRM category and its future?
- #4 SAP: can it fully exploit the power of Qualtrics and Experience Management across its entire end-to-end SaaS portfolio?
- #5 Oracle: Larry Ellison’s always loved market confrontations, but can he successfully battle Amazon, Salesforce, SAP, Google and Workday simultaneously?
- #6 Google: it has a lot of similarities to Amazon’s AWS, so Thomas Kurian needs to differentiate his company via a new breed of software solutions
- #7 IBM: it must return to growth in the cloud
- #8 Workday: Aneel Bhusri says he’s beating SAP and Oracle for big Fortune 100 deals–if that continues, it kicks open the door for Workday’s other apps as well
- #9 ServiceNow: Bill McDermott’s embraced two sky-high goals: triple revenue in a few years, and become world’s “most-admired” business-software company
- #10 ???????: we’ll be naming a new member of the Cloud Wars Top 10 soon!
The Cloud Wars Top 10
1
Microsoft
2019 Cloud Revenue (projected): $44.7B
Cloud Services: IaaS, PaaS, SaaS
CEO: Satya Nadella
Azure reliability is top priority as Q2 cloud revenue should top $12B
Why Microsoft will blow past $50 billion in cloud revenue: 5 reasons
Microsoft says it has torched Google and Amazon on big-data benchmarks
2
Amazon
2019 Cloud Revenue (projected): $35.2B
Cloud Services: IaaS, PaaS
CEO: Andy Jassy
An influential survey of CIOs shows Azure is more popular than AWS
Usually the disruptor, Jassy disrupted by Salesforce-Microsoft deal
Top 3 tech battles in 2020 include Amazon vs. Oracle
3
Salesforce
2019 Cloud Revenue (projected): $16.3B
Cloud Services: SaaS, PaaS
Co-CEOs: Marc Benioff & Keith Block
20-Year Itch: can Benioff outflank SAP in redefining modern CRM?
Is Benioff planning to switch more databases from Oracle to AWS?
Savage competition: how Benioff plans to defeat Oracle and SAP
4
SAP
2019 Cloud Revenue (projected): $7.7B
Cloud Services: SaaS, PaaS
Co-CEOs: Jen Morgan & Christian Klein
Can Morgan and Klein turn Experience Management into global standard?
Top 3 tech battles in 2020 include SAP vs. Salesforce
New co-CEOs unify priorities, push customer success
5
Oracle
2019 Cloud Revenue (projected): $7.1B
Cloud Services: SaaS, PaaS, IaaS
CEO: Safra Catz
Larry Ellison brawling w/ SAP, Amazon and Salesforce
As Amazon pursues DB market, can Larry Ellison make Autonomous #1?
Oracle and SAP both claim #1 in enterprise apps—which will it be?
6
Google Cloud
2019 Cloud Revenue (projected): $9B
Cloud Services: IaaS, PaaS, SaaS
CEO: Thomas Kurian
Thomas Kurian named CEO of the Year for driving customer-first culture
No Q3 cloud revenue details, but “significant growth” across the globe
7
IBM
2019 Cloud Revenue (projected): $21B
Cloud Services: SaaS, PaaS, IaaS
CEO: Ginni Rometty
Bank of America says cloud has saved billions in IT costs
Q3 cloud revenue up 14% to $5B as Red Hat triggers internal changes
Makes claim that it delivers the “most open” cloud
8
Workday
2019 Cloud Revenue (projected): $3.5B
Cloud Services: SaaS, PaaS
CEO: Aneel Bhusri
Can Bhusri continue to beat SAP & Oracle for huge Fortune 100 deals?
Exclusive: Aneel Bhusri is Workday’s “Pied Piper of Machine Learning”
9
ServiceNow
2019 Cloud Revenue (projected): $3.4B
Cloud Services: SaaS
CEO: Bill McDermott
McDermott’s moonshot: triple rev. to $10B, become ‘most admired’
A breakthrough for the company: creating ‘Systems of Action’
10
TBD
2019 Cloud Revenue (projected):
Cloud Services:
CEO:
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