RENO, NV — (Marketwired) — 10/29/14 — New Q3 data from Synergy Research Group shows that Microsoft clearly has the highest growth rate among the leading cloud infrastructure service operators, while Amazon (AWS) remains the dominant cloud service provider. Microsoft grew its revenues by 136% on a rolling annualized basis, resulting in its worldwide market share growing to over 10% in Q3. AWS–s cloud revenues jumped again after a relatively soft second quarter, resulting in its market share nudging back up to 27%. It is notable that although AWS–s percentage growth rate may be substantially lower than Microsoft–s, in absolute terms AWS revenue growth over the past four quarters is greater than Microsoft–s total cloud infrastructure revenue over the same period — AWS remains in a league of its own for scale. Behind the two leaders IBM is ranked third largest cloud operator with a 7% market share, followed by Google, salesforce and Rackspace.
With most of the major operators having now released their earnings data for Q3, Synergy estimates that quarterly cloud infrastructure service revenues (including IaaS, PaaS and private & hybrid cloud) have now passed the $4 billion milestone, with trailing twelve-month revenues exceeding $14.5 billion. On a rolling annualized basis the market grew by 49%, but it is notable that all four leading operators grew more rapidly than that, resulting in all of them gaining market share.
“Given the level of competition in the market, Microsoft–s growth rate has been truly impressive, reflecting a strong corporate focus on cloud and huge ongoing investment levels,” said John Dinsdale, a Chief Analyst and Research Director at Synergy Research Group. “The other main feature of the Q3 market was the return to strong sequential revenue growth at AWS following a relatively weak second quarter. While prices continue to fall, Q3 did not see the huge pricing disconnect that caused AWS growth rate to falter in Q2.”
Synergy provides quarterly market sizing and segmentation data on cloud infrastructure services and related markets, including operator revenues by segment and by region. Data is provided via Synergy–s uniquely flexible SIA database which enables rapid analysis and provides a range of graphic data presentation options.
Synergy Research Group () helps marketing and strategic decision makers around the world via its syndicated market research and custom consulting. For over a decade, Synergy has been providing unique insights and analytics to marketing, business development, and investment professionals. Synergy is a strategic partner of TeleGeography ().
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Heather Gallo
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