Competitive Analysis & Intelligence for the Cloud and Software Industry

With TBR’s Cloud & Software market and competitive intelligence research, gain a true understanding of how technology and business strategies are being used by leading vendors to address the growing desire for cloud-enabled solutions. Our unique research in this space includes financial data that goes beyond just reported data, revenue and growth benchmarks, go-to-market analysis, ecosystem and partnership teardowns, and market sizing and forecasting.

Receive in-depth financial and business model analysis of the leading vendors in the cloud, rounded out with marketwide perspectives and direct insight from end-customer primary research. This combination of perspectives allows TBR to quantify the financial returns being generated from leading vendor strategies and identify where the market is headed based on feedback from customers making cloud investment decisions.

A free trial of TBR’s Insights Center platform gives you access to our entire Cloud and Software research portfolio and the ability to customize and curate reports detailing our analysis based on your company’s specific needs. Start your free trial today!

Trends we’re watching in 2024:

  • Simply providing cloud services at scale is no longer enough for vendors to gain cloud market share
  • IaaS will become more tailored to workloads and regulations
  • SaaS vendors will promote multiproduct sales with generative AI


TBR’s Cloud & Software benchmark research provides clients a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models.

Cloud and Software Applications BenchmarkCloud and Software Competitive Intelligence

Cloud Components Benchmark

Cloud Infrastructure & Platforms Benchmark

Cloud Professional Services BenchmarkCloud and Software Competitive Intelligence

Colocation BenchmarkCloud and Software Competitive Intelligence

Cloud Ecosystems Market Landscape

Although cloud providers have attempted to disrupt the cloud professional services industry and secure more share via emerging technologies, GSIs remain the industry leaders across segments. Partnering with these leaders has enabled cloud providers to capture opportunities in the market.

Market Forecast

TBR’s Cloud & Software market forecast research provide analysis of market opportunity as well as current market sizing and five-year forecasts, including analysis on growth drivers, top trends and leading market players.

Cloud Components Market Forecast

Cloud Infrastructure & Platforms Market Forecast

Cloud Professional Services Market ForecastCloud and Software Competitive Intelligence

Cloud and Software Applications Market ForecastCloud and Software Applications Market Forecast

Cloud Applications Customer ResearchCloud and Software Competitive Intelligence

Cloud Infrastructure & Platforms Customer Research

Market landscape

Cloud & Software market landscape research includes analysis of an emerging or disruptive market segment or technology, including insight into how vendors and customers address the emerging technology as well as market sizing, vendor positioning, strategies, acquisitions, alliances and customer adoption trends.

AI & GenAI Technology Market LandscapeAI & GenAI Technology Market Landscape Report Descriptio

Cloud Data Services Market LandscapeCloud Data Services ML

Digital Commerce Market LandscapeCloud and Software Competitive Intelligence

Enterprise Edge Compute Market LandscapeEnterprise Edge Compute Market Landscape

Ecosystem report

Ecosystem reports compile data and analysis from multiple streams of TBR coverage to assess, quantify and model revenues, team compositions, go-to-market strategies and other qualitative insights, including accreditation and training of sell-through and sell-with partnerships, channels or alliances across global ICT markets.

Cloud Ecosystem Report

U.S. Federal Cloud Ecosystem ReportU.S. Federal Cloud Ecosystem Report

Vendor Analysis

TBR’s Cloud & Software vendor reports, profiles and snapshots provide deep-dive analysis into a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies.

Evidenced by the recent overhaul to its partner program, ServiceNow will more heavily rely on global systems integrators (GSIs), resellers and ISVs throughout 2023. In doing so, ServiceNow can rein in some go-to-market and headcount-related costs, giving it the freedom to invest in R&D and strengthening the Now Platform’s position in the market.

Accenture Cloud

Adobe Vendor Profile

Alibaba Cloud

Amazon Web Services

Atos Cloud

Capgemini Cloud

Cloudera Vendor Profile

Google Cloud

IBM Cloud

Infor Vendor Profile

Informatica Vendor Profile

Microsoft Cloud

Oracle Cloud


SAP Cloud


Sage Vendor Profile

Snowflake Vendor Profile

VMware by Broadcom

UKG Vendor Profile

Fusion Data Intelligence Propels Oracle to Full-stack Cloud Provider

TBR joined industry analysts at Oracle’s (NYSE: ORCL) former headquarters in Redwood City, Calif., for the one-day Oracle Analytics & AI Summit, which centered on trends, advancements and use cases in the world of analytics and generative AI (GenAI). While we did not shatter any course records on the Oracle Red Bull Racing simulator, we did grasp how Oracle is addressing one of the top trends we see in the market: Cloud computing has become table stakes in digital transformation, and customers are shifting their focus to the data and how it can be translated into actionable insights.

3 Ways AI Is Transforming the Cloud Industry in 2024

GenAI adoption is reinforcing one of the strongest value propositions of cloud computing: access to technology. That’s right, even though cloud computing started with a focus on cost — both reducing and delaying costs through an operating expense model versus a capital expenditure model — more recently customers have come to appreciate the access to innovation via cloud models.