Acceleration Economy
  • Home
  • Cloud Wars
  • Analyst Content
    • By Category
      • AI/Hyperautomation
      • Cloud/Cloud Wars
      • Cybersecurity
      • Data
    • By Interest
      • Leadership
      • Office of the CFO
      • Partners Ecosystem
      • Sustainability
    • By Industry
      • Financial Services
      • Healthcare
      • Manufacturing
      • Retail
    • By Type
      • Guidebooks
      • Digital Summits
      • Practitioner Roundtables
      • Practitioner Playlists
    • By Language
      • Español
  • Vendor Shortlists
    • All Vendors
    • AI/Hyperautomation
    • Cloud
    • Cybersecurity
    • Data
  • What we do
    • Advisory Services
    • Marketing Services
    • Event Services
  • Who we are
    • About Us
    • Practitioner Analysts
  • Subscribe
Twitter Instagram
  • CIO Summit
  • Summit NA
  • Dynamics Communities
Twitter LinkedIn
Acceleration Economy
  • Home
  • Cloud Wars
  • Analyst Content
        • By Category
          • AI/Hyperautomation
          • Cloud/Cloud Wars
          • CybersecurityThe practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks.
          • Data
        • By Interest
          • Leadership
          • Office of the CFO
          • Partners Ecosystem
          • Sustainability
        • By Industry
          • Financial Services
          • Healthcare
          • Manufacturing
          • Retail
        • By Type
          • Guidebooks
          • Digital Summits
          • Practitioner Roundtables
          • Practitioner Playlists
        • By Language
          • Español
  • Vendor Shortlists
    • All Vendors
    • AI/Hyperautomation
    • Cloud
    • Cybersecurity
    • Data
  • What we do
    • Advisory Services
    • Marketing Services
    • Event Services
  • Who we are
    • About Us
    • Practitioner Analysts
  • Subscribe
    • Login / Register
Acceleration Economy
    • Login / Register
Home » Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4
News

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

Bob EvansBy Bob EvansAugust 17, 2020Updated:November 8, 20228 Mins Read
Facebook Twitter LinkedIn Email
Share
Facebook Twitter LinkedIn Email

As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses.

And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like to share a few thoughts on why #1 Microsoft, #2 Amazon, #3 Salesforce, and #4 Google top that list of the world’s largest and most-influential cloud providers. 

#1 Microsoft

While Microsoft is without question the biggest enterprise-cloud vendor in the world with cloud revenue of $51 billion for the 12 months ended June 30, its vision, customer-centric approach, and commitment to widespread innovation are also defining reasons why it’s been #1 on my list for more than 2 years.

  • Satya Nadella’s confident leadership and optimistic vision have certainly turned Microsoft from a rudderless tech also-ran into one of the world’s most vibrant and influential companies—not to mention the most highly valued—during his 6-1/2 years as CEO. But on top of that, he has set a standard for the entire tech industry for how CEOs should think about and talk about the incredibly technology they create by focusing not on the code itself but on the impact it has for people in every aspect of their lives. It is impossible to overstate the value of this inspirational impact from Nadella.
  • To my knowledge, Microsoft was the first big tech vendor to champion the role of business customers as partners, wherein the tech innovations created by those customers can become, with Microsoft’s help, commercial products sold to other businesses. 
  • The power of partnerships: no other tech vendor comes anywhere close to Microsoft in the breadth and depth of alliances created with other vendors to make customers’ lives easier. From SAP to Oracle, from Workday to ServiceNow, Microsoft has made such partnerships a virtue—and in so doing has greatly enhanced the ability of customers to move aggressively into the cloud.
More on Microsoft:

Hey Microsoft: Google Cloud Is Pushing You Out as SAP’s #1 Cloud Partner

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

Microsoft Hypergrowth: Beyond Azure, Satya Nadella’s 5 Superstars

How COVID-19 Has Sparked Huge Innovation for Microsoft & Healthcare Customers

#2 Amazon

The cloud-infrastructure superstar continues to drive enormous value for hundreds of thousands of businesses across the globe.

  • While I believe the PaaS and SaaS layers of the cloud will ultimately generate the greatest levels of business value for customers—because, after all, that’s where the software is—all of that wonderful code needs to run on fabulous infrastructure. And while Amazon’s market-share lead in infrastructure is not as vast as it used to be, it still sets the pace.
  • Andy Jassy’s ongoing leadership continues to make the AWS a source of relentless innovation and a foundational element for the global digital economy. Fascinating to consider what AWS and Jassy could do as a standalone company, without the heavy baggage that always accompanies its “we compete with everybody” parent.
  • As one of the true cloud pioneers, AWS has generated massive innovation not only from within its own labs and among its own customers but also from competitors, both real and would-be. Everybody wants to take down the big dog, and the pursuit of that dream has triggered a vast range of new products, technologies, services and approaches across the industry.
  • One concern I have about #2 Amazon is this: as the other major cloud vendors are expanding into new fields and finding new ways to integrate new levels of value and innovation for customers, AWS has been a bit stuck in its own world for a while. Can it become a true force in databases and other segments of data management? Does it have a play in analytics? Can it transcend its past as it moves into the fast-changing future? This is AWS’s biggest challenge—and the primary reason it could yield its #2 spot to a hungrier and more-ambitious and more-influential competitor.
More on Amazon: 

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

Outer-Space Cloud Race: AWS Grabs Big Lead Over Microsoft and Google

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

Larry Ellison’s 3-Point Plan to Beat Amazon: Autonomous, Performance, Security

#3 Salesforce

Sometime next week, it’s very likely Marc Benioff will announce that Salesforce has posted its first $5 billion quarter. 

  • And I wouldn’t be surprised if Benioff immediately starts talking about how he intends to propel Salesforce to its first $10-billion quarter. No person on Earth has done more to evangelize the cloud, to make it tangible for CXOs, and to articulate the real business value and power of the cloud than Benioff.
  • Yes, Salesforce is a SaaS powerhouse, but it’s technological genius—plus some wickedly smart M&A moves—have also enabled it to become quite a force in data analytics and platform as well. In fact, Salesforce’s biggest business isn’t one of its hugely successful CRM clouds—no, it’s largest business is now “Platform and Other.” 
  • Focus, focus, focus: while most of the other big apps players in the cloud have rushed to establish themselves in multiple apps categories, Benioff has kept Salesforce maniacally focused on CRM. Of course, the crafty Benioff has also constantly expanded and redefined the CRM category, but he’s avoided the temptation to get into ERP or HCM and has instead kept his company solely dedicated to the business that made it famous.
  • One word of caution for Salesforce and the #3 spot it has held for some time: beware of #4—they are coming up fast. Like objects in the rearview mirror, #4 is definitely larger than it appears.
More on Salesforce:

Salesforce Shocker: Its #1 Revenue Business Is “Platform and Other”

Will Salesforce Be First Cloud Apps Vendor to Top $5 Billion in a Quarter?

Marc Benioff’s Secret Weapon: Tableau Turning Salesforce into Analytics Powerhouse

Marc Benioff: The Extraordinary Ascendancy of a Global Leader

Marc Benioff Delivers: “The Best I’ve Ever Seen Salesforce Perform”

Amid Wicked Competition with Salesforce, Adobe Enterprise Business Stalls

#4 Google

In Q2, Google Cloud reported $3 billion in revenue and was by far the fastest-growing company in the Cloud Wars Top 10 (for full details on that, please see Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM. 

  • And while that’s barely a rounding error for its parent company, Alphabet executives lavished praise on Google Cloud in the Q2 earnings call for providing such growth during a time when Alphabet’s core businesses, such as online advertising, not only failed to grow but actually saw revenue fall.
  • Google Cloud CEO Thomas Kurian has completely reinvigorated the company since taking over 20 months ago, not only reimagining its product lineup but more importantly creating and driving a new customer-first culture. You can read all about that in Google Cloud Booms: Thomas Kurian’s Vision for World’s Fastest-Growing Cloud.
  • Kurian’s strategy to develop AI-powered industry-specific solutions moves Google Cloud into the high-value apps space without alienating the big apps vendors that use Google Cloud for IaaS. Those industry-specific solutions also kick open the door to an entirely new generation of cloud services that will become indispensable for businesses in the future, and that are allowing Kurian to reposition his company as more than a data-center powerhouse.
More on Google Cloud:

Google Cloud Helps Drive Triple-Digit Online Growth at Lowe’s

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

Google Cloud Booms: Thomas Kurian’s Vision for World’s Fastest-Growing Cloud

Cloud Wars CEO of the Year Is Thomas Kurian of Google Cloud

RECOMMENDED READING

How Larry Ellison Is Shuffling Top Execs to Spark Next-Gen Oracle Cloud

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

Hey Microsoft: Google Cloud Is Pushing You Out as SAP’s #1 Cloud Partner.

How Bill McDermott & ServiceNow Are Supercharging the Pace of Change

SAP Cuts Qualtrics Loose: Christian Klein’s Bizarre but Courageous Move

Microsoft Hypergrowth: Beyond Azure, Satya Nadella’s 5 Superstars

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

Will Salesforce Be First Cloud Apps Vendor to Top $5 Billion in a Quarter?

Disclosure: at the time of this writing, Microsoft and Google Cloud were among the many clients of Cloud Wars Media LLC and/or Evans Strategic Communications LLC.

 

Subscribe to the Cloud Wars Newsletter for in-depth analysis of the major cloud vendors from the perspective of business customers. It’s free, it’s exclusive and it’s great!

Interested in Amazon?

Schedule a discovery meeting to see if we can help achieve your goals

Connect With Us

Book a Demo

Amazon Cloud Revenue Cloud Wars Google Cloud Latest Articles Microsoft Salesforce Top 10
Share. Facebook Twitter LinkedIn Email
Co-Founderuser

Bob Evans

Founder, Cloud Wars
Co-Founder, Acceleration Economy

Areas of Expertise
  • Cloud
  • Digital Business
  • LinkedIn

Founder of Cloud Wars and Co-Founder of the Acceleration Economy, Bob leads the strategic direction of the global analyst network and actively covers the Cloud and Digital Business categories. Creator of Cloud Wars Top 10, a ranking and ongoing analysis world's most influential tech companies driving digital business and the digital economy. World-class strategic communicator focused on emerging business strategy, disruptive innovation, and forward-looking leadership.

  Contact Bob Evans ...

Related Posts

Larry Ellison and Safra Catz Lay Out Oracle AI Strategy

March 20, 2023

How the Tech Partners Ecosystem Helps Customers Navigate an Uncertain Economy

March 20, 2023

How SAP Datasphere Helps Businesses Use Data as a Competitive Weapon

March 20, 2023

Oracle’s AI Strategy: Larry Ellison and Safra Catz Break it Down

March 20, 2023
Add A Comment

Comments are closed.

Recent Posts
  • Larry Ellison and Safra Catz Lay Out Oracle AI Strategy
  • How the Tech Partners Ecosystem Helps Customers Navigate an Uncertain Economy
  • How SAP Datasphere Helps Businesses Use Data as a Competitive Weapon
  • Oracle’s AI Strategy: Larry Ellison and Safra Catz Break it Down
  • How Hibbett Sports Uses E-Commerce and AI Software to Replicate In-Store Experience

  • 2X a week
  • Analyst Videos & Articles
  • Exclusive Digital Business Content
This field is for validation purposes and should be left unchanged.
Most Popular Guidebooks

Securing Software-as-a-Service Applications

March 1, 2023

Retail Innovation With AI, Data, and Cybersecurity

March 1, 2023

Cloud Data Strategy, Analytics, and Governance

February 27, 2023

Cloud Wars Top 10 CEO Priorities

February 8, 2023

Advertisement
Acceleration Economy
Twitter LinkedIn
  • Home
  • About Us
  • Privacy Policy
  • Get In Touch
  • Advertising Opportunities
© 2023 Acceleration Economy.

Type above and press Enter to search. Press Esc to cancel.

  • Login
Forgot Password?

Connect with

Login with Google Login with Windowslive

Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.