Microsoft CEO Satya Nadella
Microsoft CEO Satya Nadella

Microsoft 2021: As Google and Oracle Attack, Can Satya Nadella Hold #1 Spot?

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True or False: in 2021, Microsoft’s cloud business—not the whole company, just its commercial-cloud business—will do about $70 billion in revenue, making it bigger than all but about 50 global corporations.

If you answered False, you really need to read our in-depth analysis of Microsoft that just went live this morning to kick off our 10-part series, Cloud Wars Special Report: Which Cloud Vendors Will Thrive in 2021?

And if you answered True, you also need to read our Special Report to ensure you continue to stay ahead of the crowd on how Google Cloud and Oracle and Amazon and Salesforce are trying to outflank #1 Microsoft in various ways.

I believe Microsoft has a very good chance to hold the top spot throughout 2021—but 3 years ago, when I had Amazon in the #1 spot and Microsoft was #2, just about everyone thought Amazon was untouchable, invincible, irreplaceable.

But that wasn’t quite necessarily so, and it’s equally and entirely possible that Microsoft’s leadership position in the Cloud Wars could end in  2021.

To help you assess the odds of that, and to help you determine which competitors in the Cloud Wars Top 10 could be the ones that can oust Microsoft, we’ve done in-depth analyses of each of those 10 world-changing companies through 5 lenses:

  • Opportunities
  • Challenges
  • Differentiation
  • Leadership
  • Big Questions

We’ve also sprinkled some compelling Top 10 lists throughout the Special Report that allow you to view these 10 remarkable companies from a variety of financial perspectives.

In kicking off this Special Report with #1 Microsoft, I put forth the idea that Microsoft’s most-valuable attribute isn’t its technology (although much of that is very, very good) or its financial muscle (although that’s just about unrivaled), but rather its highly innovative approach to engaging with customers. You can see check out my analysis of that here.

And before you jump over to the Special Report, one more quick quiz for you. True or False: the combined market cap of the 10 largest banks in the world is greater than the combined market cap of the Cloud Wars Top 10. 

Talk about obvious, right? I mean, no Top 10 companies from *any* industry could come close to being more valuable than the world’s 10 biggest banks, right? Because what could possibly be more valuable than money? To see just how big the gap is between those two groups of companies, and why the global markets value one by hundreds of billions more than the other, you’ll just have to check out the Cloud Wars Top 10 Special Report: Which Companies Will Thrive in 2021?

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