Cloud Services Sector Scorecard Q1 2021 Update – Thematic Research

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

Table of Contents

Executive summary

Introduction

Sector performance

Cloud services sector scorecard

Thematic methodology

    Pricing

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