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Public Cloud Battle: Here's How AWS, Microsoft And Google Stack Up After Robust Earnings Calls

Amazon, Microsoft and Google held concurrent earnings calls last week. Here's how their three rival cloud business compare based on what we learned from those financial disclosures.

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Challengers

Oracle was a late entrant to the infrastructure services market, but the business software giant has been making noises over the last year about a concerted push into public cloud. There might be signs of success on that front -- Oracle's sales grew in the last quarter well above 50 percent.

Oracle now matches Chinese e-commerce powerhouse Alibaba, which grew its cloud business roughly 75 percent in the last quarter, with 3 percent market share in cloud infrastructure, according to Synergy Research.

And while IBM's latest earnings call had the opposite effect on the company's stock from those of the Big 3, with shares tumbling after its 20th straight quarterly revenue decline, Big Blue maintains eight percent market share due to its strong business hosting private clouds for enterprise clients.

Synergy Research also described Salesforce and Rackspace, both growing slower than the overall market, as "strong niche players" in the infrastructure services market.

 
 
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