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 Cloud.
In this Cloud Wars Minute, Bob examines the growth rates of each Cloud Wars Top 10 company and ranks them accordingly.
Highlights
00:18 — Bob lays out his report card for the Cloud Wars Top 10 consisting of growth rates from each company’s most recently completed quarter. In addition to growth rates, he also included the latest quarterly earnings for each company.
00:46 — These figures represent several things. First, Bob acknowledges the size difference among all companies, noting that their respective growth rates provide insight into how each vendor is gaining momentum in this competitive sector.
01:26 — Second, the figures show how confident vendors are being strategic as they advance cloud capabilities, especially as they reach across industries.
02:25 — Bob breaks down the Cloud Wars Top 10 report card:
- Oracle — 45% to $3.6 billion (quarter ended August 31)
- Google Cloud — 36% to $6.3 billion (quarter ended June 30)
- SAP — 34% to $3.12 billion (quarter ended June 30)
- AWS — 33% to $19.7 billion (quarter ended June 30)
- Microsoft — 29% to $25 billion (quarter ended June 30)
- ServiceNow — 25% to $1.66 billion (quarter ended June 30)
- IBM — 24% to $5.9 billion (quarter ended June 30)
- Workday — 23% to $1.37 billion (quarter ended July 31)
- Salesforce — 22% to $7.72 billion (quarter ended July 31)
- Snowflake – 83% to $466M (quarter ended July 31) — Bob left Snowflake aside for now, as it’s a smaller company by comparison, and it will add more when its quarterly revenue hits $1 billion.
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