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Home » Hottest Cloud Vendors: #1 Oracle, #2 Google Cloud
Cloud Wars Minute

Hottest Cloud Vendors: #1 Oracle, #2 Google Cloud

Bob EvansBy Bob EvansMay 8, 2023Updated:May 8, 20231 Min Read
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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.

To hear practitioner and platform insights on how solutions such as ChatGPT will impact the future of work, customer experience, data strategy, and cybersecurity, make sure to register for your on-demand pass to Acceleration Economy’s Generative AI Digital Summit.

In this Cloud Wars Minute, Bob Evans explains who the hottest cloud vendors are out of the Cloud Wars Top 10 earnings after reviewing the Q1 results.

Highlights

00:51 — At the end of March, many of the Cloud Wars Top 10 companies released their quarterly reports. Bob reviews these numbers and offers context around what it means:

CompanyCloud GrowthCloud RevenueQuarter
#1 Oracle45%$4.1 billionFeb. 28
#2 Google Cloud28%$7.5 billionMarch 31
#3 SAP (tie)24% $2.5 billionMarch 31
#3 ServiceNow (tie)24%$2.02 billionMarch 31
#5 Microsoft (tie)22%$28.5 billion (subscription revenue)March 31
#5 Workday (tie)22%$1.5 billion (subscription revenue)March 31
#7 AWS16%$21.35 billionMarch 31
#8 Salesforce14%$8.35 billionJan. 31
#9 IBM10% (estimate)$5.5 billion (estimate)March 31
#10 Snowflake54%$555 million (product revenue)Jan. 31
Insights, Ideas, & Priorities from Cloud Wars Top 10 CEOs_featured
Guidebook: Cloud Wars Top 10 CEO Priorities

03:30 — In looking at these results, there are a few outliers this quarter, notes Bob. Specifically, Salesforce, IBM, Microsoft, Oracle — which is approaching the anniversary of its formal acquisition of Cerner — and AWS. More details on all of these numbers will be available later today in the full-length Cloud Wars News article.


WATCH MORE CLOUD WARS MINUTES HERE.

AWS Cloud Cloud Revenue Cloud Wars Cloud Wars Archive Cloud Wars Minute Google Cloud IBM Microsoft news Oracle revenue revenue growth Salesforce SAP ServiceNow Snowflake Workday
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Bob Evans

Founder
Cloud Wars

Areas of Expertise
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  • Cloud
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Cloud Wars Founder Bob Evans actively analyzes the Cloud and AI categories through video reports, in-depth analyses, and interviews with the Cloud and AI market’s leaders and innovators. He’s also the creator of the Cloud Wars Top 10, a ranking and ongoing analysis of the world's most influential tech companies driving digital business and the digital economy. Bob is recognized as a world-class strategic communicator focused on emerging business strategy, disruptive innovation, and forward-looking leadership.

  Contact Bob Evans ...

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