Top 10 Archives -

Who’s #1 Cloud Database: Oracle, AWS, Microsoft? Cockroach, Databricks, Mongo?

February 24, 2021

Cloud databases have become the hottest segment of the surging cloud-computing industry as businesses large and small look to move full-speed into the digital economy with new data-driven capabilities never before possible. In his superb new ongoing analysis of this market, the Cloud Database Report, Cloud Wars contributing editor John Foley describes the enormous upheaval

Designed graphic representing the Microsoft cloud

Microsoft Cloud Looks Unstoppable as RPO Blows Past $110 Billion

February 23, 2021

While Microsoft Q4 cloud revenue was surging 34% to $16.7 billion, the company was also laying the foundation for massive ongoing growth by reporting that its as-yet-unearned cloud revenue reached a total of $112 billion, up 24%. That enormous number fills a category that Microsoft calls “commercial remaining performance obligation” and has broadly defined as

Satya Nadella, Microsoft CEO, talks about his company's 2020 cloud revenue

Microsoft Wallops Amazon in 2020 Cloud Revenue; Bigger than AWS and Google Cloud Combined

February 8, 2021

While Amazon’s AWS cloud unit had an excellent year with revenue of $45.4 billion, Microsoft blew past that with 2020 commercial cloud revenue of $59.5 billion, 31% higher than AWS and underscoring that Microsoft is by far the #1 cloud vendor in the world. And while Google has every right to be extremely proud of

Table showing the Cloud Wars Top 10 vendors' growth in Q4

World’s Fastest-Growing Cloud Vendors: #1 Google, #2 Oracle, #3 Microsoft & ServiceNow, #5 Amazon

February 4, 2021

The world’s 5 fastest-growing major cloud vendors posted Q4 growth rates spanning 46% to 28% and generated a total of about $37 billion in Q4 cloud revenue. As shown in the below table, Google Cloud boosted cloud revenue a blistering 46.5% in Q4 and expanded its cloud business far more rapidly than any other cloud

ServiceNow CEO Bill McDermott, who has led the company to 7 on the Cloud Wars Top 10

ServiceNow Vaults to #7 on Cloud Wars Top 10, Knocks IBM Down to #9

February 1, 2021

Powered by a 32% jump in Q4 subscription revenue plus a bullish and expansive outlook for 2021, ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking troubled IBM out of that position and down below Workday to #9. Yes, it’s certainly true that IBM’s cloud revenue

Google Cloud Jumps to #3 on Cloud Wars Top 10; Trails only #1 Microsoft, #2 Amazon

January 4, 2021

Powered by its 12-month run as the world’s fastest-growing major cloud player, Google Cloud has leapfrogged Salesforce and claimed the #3 spot on the Cloud Wars Top 10 behind #1 Microsoft and #2 Amazon. (Please see our in-depth analysis, Google Cloud Already Fastest-Growing Cloud Vendor, but Thomas Kurian’s Just Getting Started.) This latest leap on

The Top 10 Cloud Wars Stories of 2020

December 31, 2020

The day we thought would never arrive—the end of 2020!!—has indeed finally turned up and in the spirit of a much better year to come in 2021, I’d like to share my choices for the Top 10 Cloud Wars stories of 2020. Overall, I think 2021 will see the enterprise cloud drive unprecedented levels of

Microsoft CEO Satya Nadella, #1 on Cloud Wars Top 10

The Top 10 Challenges for the Cloud Industry in 2021

December 28, 2020

Despite having a combined market cap of about $5.5 trillion and being the core of the greatest growth market the tech industry has ever known, the Cloud Wars Top 10 vendors each face significant challenges in 2021. Whether those challenges are from other Cloud Wars Top 10 competitors, from feisty upstarts like Snowflake, or driven

Workday Battles Oracle, SAP with AI and ML Plus Hot New Products

December 11, 2020

Walmart just went live with an advanced cloud HCM system connecting its 1.7 million employees across the globe in what might be the largest cloud HCM deployment ever. And the enterprise-software vendor serving those 1.7-million Walmart associates is Workday. You can see how and why that happened in our in-depth analysis of where Workday’s headed

After ServiceNow Doubles Market Cap to $100 Billion, Where Does it Go in 2021?

December 10, 2020

I wonder if even Bill McDermott—the ultimate eternal optimist and overachiever—could have imagined the extraordinary year that ServiceNow had in 2020 and the high-potential digital-workflow foundation it’s built for 2021 and beyond. To gain some deep insight on where this red-hot company’s headed next year, please check out our comprehensive analysis of ServiceNow’s plans: ServiceNow

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