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
| 1 | Microsoft |
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Fiscal Q4 Cloud Revenue: $14.3B Cloud Services: IaaS, PaaS, SaaS CEO: Satya Nadella |
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Cloud revenue: bigger than Amazon + Google, and 2X bigger than IBM |
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In 2 yrs, Azure revenue growth has tumbled from 85% to 50%—time to worry? |
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A top priority is converting Oracle’s on-prem database customers |
| 2 | Amazon |
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AWS Q2 Cloud Revenue: $10.8B Cloud Services: IaaS, PaaS CEO: Andy Jassy |
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AWS no longer #1 growth-driver within Amazon—here are 3 reasons |
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Grabs lead in outer-space cloud race with Aerospace & Satellite unit |
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My ‘open letter’ to Jassy: don’t behave like predator but talk like pacifist |
| 3 | Salesforce |
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Q2 2020 Cloud Revenue: $5.15B Cloud Services: SaaS, PaaS CEO: Marc Benioff |
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Marc Benioff’s Magic: 10 key drivers behind Salesforce ’s Q2 surge |
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Blockbuster Q2 sends market cap 25% over SAP’s, 40% over Oracle’s |
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Will Benioff be first SaaS vendor to reach $5B in quarterly revenue? |
| 4 | Google Cloud |
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Q2 Cloud Revenue: $3.0B Cloud Services: IaaS, PaaS, SaaS CEO: Thomas Kurian |
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Kurian & Co. once again world’s fastest-growing major cloud vendor |
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CEO Kurian outlines customer-centric vision for future |
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Can it displace Microsoft as SAP’s #1 cloud infrastructure partner? |
| 5 | SAP |
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Q2 Cloud Revenue: $2.39B Cloud Services: SaaS, PaaS CEO: Christian Klein |
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After strong Q2, Klein underscores his CEO role w/ clear, confident outlook |
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Klein calls out Industry Cloud, just 30 days old, as a key “growth driver” |
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Cloud to the rescue! Q1 cloud revenue 4.5X higher than new-license rev |
| 6 | Oracle |
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Q4 2019 Cloud Revenue (est): $2.1B Cloud Services: SaaS, PaaS, IaaS CEO: Safra Catz |
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Ellison shuffles top execs to drive next-gen strat for huge cloud portfolio |
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Ellison’s 3-pt plan to battle Amazon: autonomous, performance, security |
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Vs. huge odds, Oracle becoming legit IaaS rival to AMZN MSFT GOOG |
| 7 | IBM |
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Q2 Cloud Revenue: $6.3B Cloud Services: SaaS, PaaS, IaaS CEO: Arvind Krishna |
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Why new CEO Arvind Krishna deserves A+ for performance in debut quarter |
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Deepens partnership w/ SAP to help customers survive digital revolution |
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Krishna lays out strategy to beat Microsoft, Amazon, Google |
| 8 | Workday |
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Fiscal Q2 Cloud Revenue: $1.06B Cloud Services: SaaS, PaaS CEO: Aneel Bhusri |
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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 |
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Exclusive: Workday’s “Pied Piper of Machine Learning” |
| 9 | ServiceNow |
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Q2 Cloud Revenue: $1.07B Cloud Services: SaaS CEO: Bill McDermott |
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McDermott & Co. are redefining pace of change and time to value |
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McDermott says his workforce will triple by 2025 as growth booms |
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How the company is turning digital workflow into strategic enterprise apps |
| 10 | Adobe |
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Q2 Experience Cloud Revenue: $826M Cloud Services: SaaS CEO: Shantanu Narayen |
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COVID + problems w/ Advtsg Cloud stunt fiscal Q2 growth to 5%: $826M |
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A look at its COVID-19 response: facilitating distance learning |
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Digital Experience business up 24% to $859M in Q4 |