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March 2, 2015

IBM overtakes AWS in cloud race to close in on Microsoft

IBM jumps from 6th to 2nd place in #CloudInfluence rankings.

By Ellie Burns

Compare the Cloud has today released the global #CloudInfluence rankings for February 2015, highlighting how IBM has leapfrogged AWS and Apple into second place.

Coming in behind Microsoft who retained the number one spot, IBM’s leap from 6th to 2nd was put down to the planned $4 billion investment to grow revenue in areas like cloud computing to $40 billion by 2018.

Trailing behind Microsoft and IBM, Apple took the 3rd spot while Amazon and its cloud business AWS took 4th and 5th respectively.

"All the cloud players are in a massive battle for market share and mind share," commented Dan Thomas, founder of Compare the Cloud.

"Until Amazon breaks out its AWS revenues separately as it will for the first time in its next financial report, we won’t know for sure, but its cloud growth appears to be faltering in the face of recent stiff competition from Microsoft and IBM. And while AWS remains in a league of its own in terms of scale, it can no longer claim to be bigger than its closest four competitors combined. "

Focused on how influential each firm or individual is, based on a big data analysis of where, how and how often they are quoted or referenced in social media, blogs and print media, the global #CloudInfluence rankings look beyond the level of marketing activity to the real impact that it is having on the market.

"Microsoft and IBM have massive marketing machines and huge ecosystems supporting their products and services," added Bill Mew, CMO at Compare the Cloud.

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"It is evident from the global #CloudInfluence rankings that these are beginning to tell in the market. Amazon prides itself on being a relatively lean operation compared to the traditional players, but it cannot afford to be complacent or to under estimate these giants – both of which are focused on displacing AWS.

"It needs to step up its marketing efforts if it is to avoid its mind share deficit further impacting its market share."

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