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

Google and Alibaba have a long way to go to catch up with Amazon and Microsoft, but if they can keep up the triple-digit growth they'll get there.

Mitch Wagner, Executive Editor, Light Reading

April 9, 2018

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

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.

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%

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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.

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About the Author(s)

Mitch Wagner

Executive Editor, Light Reading

San Diego-based Mitch Wagner is many things. As well as being "our guy" on the West Coast (of the US, not Scotland, or anywhere else with indifferent meteorological conditions), he's a husband (to his wife), dissatisfied Democrat, American (so he could be President some day), nonobservant Jew, and science fiction fan. Not necessarily in that order.

He's also one half of a special duo, along with Minnie, who is the co-habitor of the West Coast Bureau and Light Reading's primary chewer of sticks, though she is not the only one on the team who regularly munches on bark.

Wagner, whose previous positions include Editor-in-Chief at Internet Evolution and Executive Editor at InformationWeek, will be responsible for tracking and reporting on developments in Silicon Valley and other US West Coast hotspots of communications technology innovation.

Beats: Software-defined networking (SDN), network functions virtualization (NFV), IP networking, and colored foods (such as 'green rice').

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