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.

Join Principal Analyst Allan Krans, Senior Analyst Catie Merrill and Analyst Alex Demeule for a deep dive into how vendors will capitalize on these new GenAI-led opportunities to combat the general slowing of cloud market opportunity growth in 2024.
In this FREE session you’ll learn:

  • Why cloud delivery alone does not guarantee growth
  • How incumbents Amazon Web Services and Salesforce will ward off mounting AI competition from Google, Microsoft and SAP
  • How IaaS will become more tailored to workload and regulation
  • How SaaS vendors will promote multiproduct sales using GenAI

TBR Insights Live - GenAI and the Cloud Revolution in 2024

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.

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

Broadcom Vendor Profile

Capgemini Cloud

Cloudera Vendor Profile

Flexera Vendor Profile

Google Cloud

IBM Cloud

Infor Vendor Profile

Informatica Vendor Profile

Intuit Vendor Profile

Microsoft Cloud

Oracle Cloud


SAP Cloud


Snowflake Vendor Profile

VMware Inc.

UKG Vendor Profile

AWS Aims to Reinvent GenAI Through Infrastructure Layer, Platform Tools and Applications

While later to the GenAI movement, AWS, with its early establishment in cloud infrastructure, has actually been involved with AI for quite some time. In many ways, the company used re:Invent to raise its voice over the din of AI chatter and showcase the long-standing innovations that it aims to use to build new capabilities and play catch-up with competitors, namely Microsoft. The best example is Amazon Q, a business-focused assistant that is somewhat comparable to Microsoft Copilot, while more Redshift integrations underscore AWS’ goal of better connecting customers to other AWS services, an approach Microsoft is similarly taking with Fabric. Meanwhile, custom compute offerings will continue to serve as a landing spot for net-new workloads, and in some cases, they could be providing cost and performance benefits that help AWS become viewed as not just a hosting provider but also a long-term digital transformation partner.

With Broadcom at the Helm, Profitability Will be at the Center of VMware’s Next Chapter

Regardless of how much Broadcom messages around maintaining VMware’s current investment strategies, it is very difficult to reconcile this marketing approach with the company’s stated profitability goals. Thus, TBR suspects large changes have begun to arrive for the virtualization leader. The most immediate impacts will be the significant layoffs that have reportedly removed redundant administrative headcount, along with likely price increases on license products. While there is good reason to expect that many of VMware’s emerging products will be supported over the next couple years, the long-term view is much more opaque.