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.