< Key Hightlight >

Hyperscale providers dominate the cloud services sector. In GlobalData’s thematic screen, leading infrastructure as a service (IaaS) vendors Microsoft, Amazon, Alphabet, IBM, and Alibaba occupy five of the top six positions. They would enjoy a clean sweep of the top five were it not for the presence of VMware in fourth place.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the cloud services sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

The COVID-19 pandemic has increased the demand for cloud services, with businesses and individuals relying on the technology for work, education, and entertainment. The hyperscale providers have been chief beneficiaries, and cloud revenues continue to grow strongly (for example, in the quarter ended 31 March 2021, Microsoft generated $17.7bn in commercial cloud revenue, up 33% on the same period of the previous year).

Reasons to buy

Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector. 

To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors. 

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.

Companies mentioned

21 Vianet 

Akamai 

Alibaba 

Alphabet 

Amazon 

Baidu 

Baozun 

Box 

Canonical 

Cisco 

Citrix Systems 

Cloudera 

CommVault 

Dell 

Digital Realty 

Dropbox 

Equinix 

F5 Networks 

Fujitsu 

GoDaddy 

Hitachi 

HP Enterprise 

Huawei 

IBM 

Inspur Electronic 

LivePerson 

Micro Focus 

Microsoft 

Mirantis 

NetApp 

Nutanix 

Oracle 

Pivot3 

Platform9 

Rackspace Technology 

Salesforce 

SAP 

Shopify 

Snowflake 

SUSE 

Tencent 

Twilio 

United Internet 

VMware 

Vonage