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.
November 23, 2020
Clearly, the cloud continues to position itself as the unquestioned foundation for the digital economy, and this week Workday provides us with a more examples. As Workday posted a strong fiscal Q3 with subscription revenue up 21%, co-CEO Aneel Bhusri cited the rise of “digital acceleration” as a powerful trend among customers looking to remake themselves and the value they’re able to deliver to their customers. Bhusri also noted the power of the cloud in that global phenomenon in two massive go-lives that Workday celebrated in its Q3: Accenture’s 500,000 associates are now all up and running on Workday HCM. Imagine that–a cloud deployment touching half a million people across the globe. But as impressive as that is, check out the go-live Workday celebrated with Walmart: 1.7 million associates across the globe are now using Workday in what is very likely the largest such HCM deployment ever.
The Cloud Wars Top 10
| 1 | Microsoft |
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Fiscal Q1 Cloud Revenue: $15.2B Cloud Services: IaaS, PaaS, SaaS CEO: Satya Nadella |
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Commercial Cloud revenue of $15.2B is now 40.8% of company total |
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Honeywell partnership aims to trigger AI-based Industrial Revolution |
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Will its move into industry-specific solutions alienate SaaS partners? |
| 2 | Amazon |
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AWS Q3 Cloud Revenue: $11.6B Cloud Services: IaaS, PaaS CEO: Andy Jassy |
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As cloud revenue growth slows, will Bezos cash in on AWS with huge IPO? |
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Second straight quarter with 29% revenue growth - $11.6 billion in Q3 |
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AWS jumps into industry-specific solutions with huge customer partnership |
| 3 | Salesforce |
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Q2 2020 Cloud Revenue: $5.15B Cloud Services: SaaS, PaaS CEO: Marc Benioff |
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Benioff's tough-love advice to passive CEOs: 'Get out of paralysis!' |
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Benioff pushes SAP out of mainstream CRM into "focused" segments |
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Marc Benioff’s Magic: 10 key drivers behind Salesforce ’s Q2 surge |
| 4 | Google Cloud |
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Q3 Cloud Revenue: $3.44B Cloud Services: IaaS, PaaS, SaaS CEO: Thomas Kurian |
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Kurian ties proprietary clouds to threat of "survivability requirements" |
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As good as Thomas Kurian's first year was, 2020 has been even better |
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Alphabet execs unusually vocal re Google Cloud, elevate to new status |
| 5 | SAP |
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Q3 Cloud Revenue: $2.32B Cloud Services: SaaS, PaaS CEO: Christian Klein |
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After brutal Q3, Klein makes impressive and forceful commitment to future |
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Product chief Saueressig makes the case for how CX is pushing CRM aside |
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Can Klein leapfrog Salesforce with new fully integrated combo of CX and ERP? |
| 6 | Oracle |
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Q1 FY21 Cloud Revenue (est.): $2.25B Cloud Services: SaaS, PaaS, IaaS CEO: Safra Catz |
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Ellison takes on Google Cloud and SAP with industry-specific solutions |
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Tightens Zoom relationship as as Ellison leads major overhaul of Saas apps |
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Ellison's Trojan Horse: Exadata already used by 86 of Fortune Global 100 |
| 7 | IBM |
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Q3 Cloud Revenue: $6B Cloud Services: SaaS, PaaS, IaaS CEO: Arvind Krishna |
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As Krishna focuses on hybrid cloud, 4 huge no-growth businesses flounder |
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5 strategic issues Krishna should address on Oct. 19 Q3 earnings call |
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After spinning off mngd-srvcs infrastr. biz, Krisha needs to jettison systems |
| 8 | Workday |
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Fiscal Q2 Cloud Revenue: $1.06B Cloud Services: SaaS, PaaS CEO: Aneel Bhusri |
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Bhusri cites “digital acceleration” as subscription revenue jumps 21% |
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While Oracle, SAP and Salesforce scrapped co-CEO model, Bhusri reviving it |
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Bhusri hammers legacy IT, tops $1B for Q1, embraces MSFT & SFDC |
| 9 | ServiceNow |
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Q3 Cloud Revenue: $1.09B Cloud Services: SaaS CEO: Bill McDermott |
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I believe Salesforce, Oracle, or SAP will align with McDermott for CX |
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Who’s hot/not? NOW market cap hits $100B as IBM’s falls to $104B |
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McDermott & Co. are redefining pace of change and time to value |
| 10 | Adobe |
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Q2 Experience Cloud Revenue: $826M Cloud Services: SaaS CEO: Shantanu Narayen |
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Can Narayen's Experience Cloud compete head on against Salesforce? |
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Q3 Experience Cloud revenue again held down by Advertising Cloud trouble |
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COVID + problems w/ Advtsg Cloud stunt fiscal Q2 growth to 5%: $826M |