Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
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In this Cloud Wars Minute, Bob Evans shares the latest Cloud Wars Top 10 growth results after six companies reported their Q4 earnings.
Highlights
00:35 — Not all of the Cloud Wars Top 10 companies report their numbers on the same calendar cycle, but now that six of the `Cloud Wars Top 10 companies have shared their Q4 results, Bob shares the latest iteration of the Cloud Wars Top 10 growth chart.
01:28 — Currently, the growth chart is as follows:
| Ranking | Company | Quarterly Growth Rate | Total Quarterly Cloud Revenue |
|---|---|---|---|
| #1 | Oracle | 43% | $3.8 Billion |
| #2 | SAP | 33% | $3.7 Billion |
| #3 | Google Cloud | 32% | $7.3 Billion |
| #4 | Microsoft | 22% | $27.1 Billion |
| #4 | Workday | 22% | $1.43 Billion |
| #4 | ServiceNow | 22% | $1.86 Billion |
| #7 | AWS | 20% | $21.4 Billion |
| #8 | Salesforce | 14% | $7.84 Billion |
| #9 | IBM | 8% | $6.3 Billion |
| #10 | Snowflake | 67% | $523 Million |
03:02 — There is no question that the growth rates for the Cloud Wars Top 10 companies are moderating, notes Bob. However, these numbers are still “very healthy.” The biggest priority for these companies should be serving customers, who are “pulling back a bit.” The “smart” Cloud Wars Top 10 companies are those that are positioning themselves alongside their customers to help them grow.
