Cloud Service Provider Comparison– Who Will be the Next Big Provider? Part One: Alibaba

Alibaba

  • In 2016: Cloud revenue was $675 million, surpassing Google Cloud’s $500 million. First quarter revenue was $359 million and in the second quarter rose to $447 million.
  • Alibaba was dubbed the highest ranking cloud provider in terms of revenue growth, with sales increasing 126.5 percent from 2015 ($298 million) to 2016
  • Gartner research places Alibaba’s cloud in fourth place among cloud providers, ahead of IBM and Oracle

Our Take

Next Up: IBM & Oracle

IBM

  • At the end of June 2017, IBM made waves when it outperformed Amazon in total cloud computing revenue at $15.1 billion to $14.5 billion over a year-long period
  • However, Amazon is still way ahead when it comes to the IaaS market
  • For 2016, Amazon had the highest IaaS revenue, followed by Microsoft, Alibaba, and Google, respectively. IBM did not make the top 5.
  • Alibaba had the highest IaaS growth rate, followed by Google, Microsoft, and Amazon, respectively.
  • IBM was the fourth biggest cloud provider — before Alibaba took over
  • In Q1 of 2017, Synergy rankings showed that IBM has 4 percent of the public cloud market share, just behind Alibaba’s 5 percent
  • AWS had 44 percent, Azure — 11 percent, and Google Cloud — 6 percent

Oracle

  • Oracle’s cloud business is still ramping up, particularly in terms of IaaS
  • In fiscal Q1 of 2018, growth was at 51 percent, down from a 60 percent average in the last four quarters
  • Q4 for fiscal 2017 was at 58 percent
  • Since last quarter, shares have gone down by 10 percent

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