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.

December 2, 2019

More than 3 months ago, in recognition of massive demand for cloud computing among large businesses, I posted a prediction: Cloud Revenue Surging to $158 Billion for Top 10 Vendors in 2019. As December unfolds, that forecast is looking pretty good—it wouldn’t surprise me in the least if that total comes in at $160 billion or more. Here are my company-by-company predictions for calendar 2019, with a followup thought for each:
#1 Microsoft, $44.7 billion. On its way to $50 billion in cloud revenue for its fiscal year ending June 30, Microsoft’s cloud business is booming on all fronts.
#2 Amazon, $35.2 billion. While AWS’s growth rate is declining, it’s still scaling at a very healthy pace. This week’s huge re:Invent conference will stir up some interest.
#3 Salesforce, $16.3 billion. Marc Benioff now vows the company will generate $35 billion in cloud revenue for fiscal-year 2024, ending Jan. 31, 2024.
#4 SAP, $7.7 billion. New co-CEOs Christian Klein and Jennifer Morgan are promising to knock down internal silos and recommit to ensuring customer success.
#5 Oracle, $7.1 billion. After trying various approaches to the cloud over the past several years, Larry Ellison has locked in on his new cloud-native Autonomous Database as the foundation of Oracle’s cloud aspirations.
#6 Google Cloud, $9 billion. Wrapping up his first year as CEO, Thomas Kurian has completely reinvigorated Google Cloud with a customer-first mindset.
#7 IBM, $21 billion. Recent moves by IBM indicate it’s beginning to pair up different pieces of its huge organization to drive new value for customers.
#8 Workday, $3.5 billion. As it becomes the dominant HCM player in the Fortune 100, Aneel Bhusri is committed to making Workday a world leader in ML.
#9 ServiceNow, $3.4 billion. Already performing at a very high level, ServiceNow is strapping in for re-acceleration at the launch of the Bill McDermott era.
#10 Accenture, about $10 billion. After showing signs of being a breakthrough cloud-services company, Accenture now blending cloud into broader “digital” bucket.

The Cloud Wars Top 10



2018 Cloud Revenue: $32.3B
Cloud Services: IaaS, PaaS, SaaS
CEO: Satya Nadella

Inside its billion-dollar cloud deals: ‘Innovation Agendas’

Q1 cloud revenue = 35% of company’s total revenue!



2018 Cloud Revenue: $25.7B
Cloud Services: IaaS, PaaS
CEO: Andy Jassy

Needs a couple of blockbuster announcements at re:Invent this week

Can’t be happy about Salesforce moving Marketing Cloud to Azure IaaS



2018 Cloud Revenue: $13.0B
Cloud Services: SaaS, PaaS
Co-CEOs: Marc Benioff & Keith Block



2018 Cloud Revenue: $5.6B
Cloud Services: SaaS, PaaS
Co-CEOs: Jen Morgan & Christian Klein

Microsoft deal drives growth as Q3 cloud revenue tops $2B



2018 Cloud Revenue: $5.3B
Cloud Services: SaaS, PaaS, IaaS
CEO: Mark Hurd

Ellison and SAP both claim #1 spot in enterprise apps—which will it be?

Ellison: Autonomous DB growth “so extraordinary, we’re not forecasting”

10 things to know about Oracle Autonomous Linux


Google Cloud

2018 Cloud Revenue: unknown
Cloud Services: IaaS, PaaS, SaaS
CEO: Thomas Kurian

No Q3 cloud revenue details, but “significant growth” across the globe



2018 Cloud Revenue: $19.2B
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



2018 Cloud Revenue: $2.61B
Cloud Services: SaaS, PaaS
CEO: Aneel Bhusri

Walmart deal illuminates possibilities of “the new HCM”



2018 Cloud Revenue: $2.61B
Cloud Services: SaaS
CEO: Bill McDermott

Up from #9: Bill McDermott takes over as CEO, Q3 rev. hits $900M

A breakthrough for the company: creating ‘Systems of Action’



2018 Cloud Revenue: $9B
Cloud Services: PaaS

No longer breaking out cloud revenue, but probably close to $10B

The media and some analysts perpetuate the silly myth that the cloud begins and ends with public-cloud Iaas. While IaaS is certainly important, it’s the software layers farther up the stack—PaaS and SaaS—that are driving even greater business value, innovation and differentiation for business customers.


Here at Cloud Wars, our Top 10 rankings are created from the POV of business customers, not from inside the tech-industry bubble.