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 20, 2021
Oracle’s FY22 Q1 earnings call delivered some of the lively perspectives and commentary that chairman Larry Ellison is always eager to deliver:
- Oracle’s cloud revenue is now on a $10 billion annualized run rate;
- its new MySQL release with HeatWave query accelerator is 100X faster than Amazon Aurora, according to Ellison;
- Oracle has surpassed Google Cloud as the #3 cloud-infrastructure provider (a claim with very little basis in fact); and
- Ellison intends to drive Oracle deeply into Financial Services and Healthcare applications.
These claims—even the one that’s much more fantasy than fact—reflect what is so compelling about the Cloud Wars: the relentless competition, innovation and ambition that all combine to generate huge value for business customers looking to thrive in the emerging Acceleration Economy.
| 1 | Microsoft |
|---|---|
Cloud Revenue for Q4 ended 6/30: $19.5B Cloud Services: IaaS, PaaS, SaaS CEO: Satya Nadella |
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Apps leader Alysa Taylor blows away "front office // back office" model |
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Jumps to #4 on Industry Cloud Top 10 w/ buy of AT&T 5G mobile network |
| 2 | Amazon |
|---|---|
Cloud Revenue for Q2 ended 6/30: $14.8B Cloud Services: IaaS, PaaS CEO: Andy Jassy |
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Do Aurora, Redshift face big challenge from Oracle MySQL w/ HeatWave? |
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Infor bets the company on its deep leverage of AWS R&D |
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Workday remains tight w/ Amazon and AWS despite crazy rumors |
| 3 | Google Cloud |
|---|---|
Cloud Revenue for Q2 ended 6/30: $4.63B Cloud Services: IaaS, PaaS, SaaS CEO: Thomas Kurian |
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Big and wide-ranging strategic partnership w/ Workday a boost for both |
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Dazzling Q2 for Kurian & Co.: revenue +54% to $4.63B, losses down 59% |
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Surging sales mean profitability should happen in next 9-12 months |
| 4 | Salesforce |
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Cloud Revenue for Q1 ended 4/30: $5.96B Cloud Services: SaaS, PaaS CEO: Marc Benioff |
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Deal of the Decade: 10 reasons why Slack fits the bill |
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Benioff cranks up the innovation agenda with Slack |
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Falls behind Oracle in market cap despite Benioff's "greatest quarter ever" |
| 5 | SAP |
|---|---|
Cloud Revenue for Q2 ending 6/30: $2.69B Cloud Services: SaaS, PaaS CEO: Christian Klein |
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Klein slaps back at Larry Ellison, claims hundreds of Q2 wins vs. Oracle |
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S/4HANA Cloud Q2 revenue jumps 39%, with current cloud back up 48% |
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Resurgent partner program tied to making IP partner's top priority |
| 6 | Oracle |
|---|---|
Fiscal Q4 Cloud Revenue (est.): $2B Cloud Services: SaaS, PaaS, IaaS CEO: Safra Catz |
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Q1 cloud revenue hits $2.5B, but 3 big questions for Larry Ellison |
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OCI disruption continues with strong showing in Gartner report |
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Fusion ERP grew 46% last qrtr while archrival SAP's S/4HANA Cloud grew 39% |
| 7 | ServiceNow |
|---|---|
Cloud Revenue for Q2 ending 6/30: $1.33B Cloud Services: SaaS CEO: Bill McDermott |
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McDermott Miracle: Market cap +2X in 2 yrs, bigger than IBM |
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McDermott plays dangerous game with SAP, Oracle |
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Building ‘world’s greatest software company’ |
| 8 | Workday |
|---|---|
Cloud Revenue for Q1 ended 4/30: $1.18B Cloud Services: SaaS, PaaS CEO: Aneel Bhusri |
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Huge win at CVS Health to replace on-prem Oracle PeopleSoft |
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After strong Q2, Bhusri & Co. now on a $5-billion annualized run rate |
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I love the timing and scope of new partnership w/Google Cloud |
| 9 | IBM |
|---|---|
Cloud Revenue for Q2 ending 6/30: $7B Cloud Services: SaaS, PaaS, IaaS CEO: Arvind Krishna |
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Huge cloud win w/ CaixaBank shows powerful Financial Srvcs momentum |
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Cloud chief Boville says 49-year partnership w/ SAP helps clients accelerate |
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General-purpose clouds out, industry-specific clouds in, says Boville |
| 10 | Snowflake |
|---|---|
Cloud Revenue for Q1 ended 4/30: $213.8M Cloud Services: IaaS, PaaS CEO: Frank Slootman |
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Data science biggest factor in human health, Slootman says |
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Two companies vying to be "next Snowflake" raise $452M |
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CEO Slootman comes out swinging against MSFT, AMZN, and GOOG |
Explore The Cloud Wars Top 10 Special Report
