Strategic Vendor Rankings
Microsoft is on top of the survey’s ranking of companies considered to be the CIOs’ most strategic vendors. Microsoft garnered 22 percent of the votes and the same amount of votes for its expected ranking in 2022. It’s been on top of the list since at least Goldman Sachs’ December 2009 survey.
Cisco currently ranks in second place for the CIOs’ most strategic vendors, but is expected to be in third in 2022, displaced by Amazon Web Services, which now is tied for fourth place with Oracle.
The current remaining rankings have Dell EMC, VMware, Google and Salesforce (tied), and SAP rounding out the top 10 this year. For 2022, the CIOs expect a three-way tie between Dell EMC, IBM and Salesforce in fourth place, with VMware, Google and Oracle trailing, and SAP and Workday in another three-way tie for the 10th slot.
Goldman Sachs cautioned that its surveys on market-share changes for individual vendors have been “somewhat volatile” in the past.
“These results are best read in the context of several surveys and in conjunction with fundamental research,” it said.
Three years ago, the CIOs had projected this current lineup of their most strategic vendors for this year, respectively: Microsoft, Amazon, Oracle and Google in a tie for third, Workday, Salesforce, Cisco, IBM, SAP and Red Hat.
Microsoft last year announced an expanded partnership with ServiceNow, tightly integrating its IT automation platform with Microsoft Azure, which now is part of its “preferred cloud platform” for certain highly regulated industries such as the U.S. government. The deal was seen as a huge opportunity for channel partners.
And Salesforce in November picked Azure as its public cloud provider for its Salesforce Marketing Cloud and unveiled a new integration to connect the Salesforce Sales and Service Clouds with Microsoft Teams—moves that allow Microsoft partners to offer a more integrated ecosystem when Salesforce is involved.