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For the third consecutive quarter, the three biggest cloud computing vendors
gained market share, while smaller vendors lost share, investment bank
Goldman Sachs said in a report Thursday.
Amazon.com's (NASDAQ:AMZN) Amazon Web Services continued to hold a massive
lead in the third quarter with 36.9% share, up from 33.9% in Q2.
Microsoft (NASDAQ:MSFT) came in second with 8.7% market share in Q3, up from
6.8% in Q2. Salesforce.com (NYSE:CRM) was third with 4.7% market share, up
from 4.6% one quarter earlier.
Meanwhile, the pie is getting bigger. Trailing 12-month cloud computing
platform sales rose to $18.7 billion in Q3, up from $17.6 billion in Q2,
Goldman Sachs said.
Goldman expects cloud platform sales to reach $19.7 billion this year, $25.8
billion in 2016, and $32.9 billion in 2017. It predicts that Amazon and
Microsoft will control about 50% of the market this year, rising to 62% in
2016 and 76% in 2017.
Goldman sees Amazon's market share rising from 40% this year to 49% in 2016
and 59% in 2017. It predicts that Microsoft's share will rise from 10% this
year to 13% in 2016 and 17% in 2017.
Smaller vendors are likely to continue losing market share because in order
to offer cloud infrastructure and platform services at competitive prices,
vendors have to operate at massive scale to avoid hefty losses, Goldman
analysts said in their report.
Other top-six cloud vendors include Oracle (NYSE:ORCL), Rackspace Hosting (
NYSE:RAX) and Alphabet (NASDAQ:GOOGL) unit Google.
Read More At Investor's Business Daily: http://news.investors.com/technology/111315-780898-amzn-msft-could-have-76-percent-of-cloud-market-in-2017.htm#ixzz3rgAAoC2W
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