& cplSiteName &

Google & Alibaba Cloud Gaining Fast in Public Cloud – but AWS Still Rules

Mitch Wagner

Google and Alibaba are seeing better than 100% year-over-year growth in public cloud revenues, but they have a long way to go to catch up to the market leaders, according to recent research.

Microsoft Corp. (Nasdaq: MSFT), second-ranked in market share, is growing pretty fast itself, at 98% annually, according to the report from financial analyst firm Jefferies & Company Inc. released last week.

Overall, the top seven public cloud infrastructure- and platform-as-a-service (PaaS and IaaS) cloud providers are all seeing double-digit growth and account for two thirds of total global public cloud revenues, according to Jefferies.

Table 1: IaaS/PaaS Revenue Rankings

Annualized Revenues[1] YoY Growth % total market
AWS $20.5B 44%[2] 34%
Microsoft Azure $6.3B 98%[3] 11%
IBM Cloud[4] $4.5B 19% 8%
Google Cloud Platform $2.4B 120% 4%
Alibaba Cloud $2.2B 118% 4%
salesforce.com $1.9B 34% 3%
Oracle[5] $1.7B 24% 3%
[1] In public cloud IaaS/PaaS, based on revenues generated in the quarter ending 12/31 x 4 to provide an annualized figure
[2] AWS growth accelerated slightly from 42-43% in the previous three quarters, but is down from 47% in the year-ago quarter.
[3] "Azure's growth also accelerated in the quarter, vs. 89%, 98%, 94%, and 95% growth in the last four quarters."
[4] Jefferies sees IBM as a big player in hosted and managed private cloud and services, rather than public cloud. This jibes with industry scuttlebutt.
[5] "According to Oracle, its IaaS revs primarily reflect managed hosting and cloud services."

Source: Jefferies

Boost your knowledge of cloud-native software and innovations driving data center transformations! Join us in Austin at the fifth annual Big Communications Event May 14-16. The event is free for communications service providers -- secure your seat today!

The findings present a piece of the overall cloud market share picture -- but only a piece. By limiting its estimates to public Iaas and PaaS, Jefferies excludes software-as-a-service (SaaS), which is a significant part of the public cloud market, including Microsoft Office 365, Salesforce.com and Oracle's array of SaaS offerings. The estimates also exclude hosted private cloud -- Jefferies notes that IBM has a big part of its business in that market. And the estimates exclude private and hybrid cloud infrastructure hardware and software, where Dell EMC, Cisco, and Hewlett Packard Enterprise dominate.

Still, the Jefferies estimates provide a useful and interesting perspective on the pubic cloud race.

Related posts:

— Mitch Wagner Follow me on Twitter Visit my LinkedIn profile Visit my blog Follow me on Facebook Editor, Enterprise Cloud, Light Reading

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Featured Video
Flash Poll
Upcoming Live Events
October 23, 2018, Georgia World Congress Centre, Atlanta, GA
November 6, 2018, London, United Kingdom
November 7-8, 2018, London, United Kingdom
November 8, 2018, The Montcalm by Marble Arch, London
November 15, 2018, The Westin Times Square, New York
December 4-6, 2018, Lisbon, Portugal
March 12-14, 2019, Denver, Colorado
April 2, 2019, New York, New York
May 6-8, 2019, Denver, Colorado
All Upcoming Live Events
Partner Perspectives - content from our sponsors
One Size Doesn't Fit All – Another Look at Automation for 5G
By Stawan Kadepurkar, Business Head & EVP, Hi-Tech, L&T Technology Services
Prepare Now for the 5G Monetization Opportunity
By Yathish Nagavalli, Chief Enterprise Architect, Huawei Software
Huawei Mobile Money: Improving Lives and Accelerating Economic Growth
By Ian Martin Ravenscroft, Vice President of BSS Solutions, Huawei
Dealer Agent Cloud – Empower Your Dealer & Agent to Excel
By Natalie Dorothy Scopelitis, Director of Digital Transformation, Huawei Software
All Partner Perspectives