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 2025:
- Scale, innovation and even repatriation will moderate cloud market growth in 2025
 - Microsoft will narrow the gap with AWS in IaaS & PaaS market share, en route to leadership in 2027
 - SaaS vendors will shrug off growing GenAI disillusionment, focusing on the long term by prioritizing GenAI agents within their development strategies
 
Explore TBR Cloud & Software Vendor Coverage
Market and competitor benchmarks provide 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. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- Cloud and Software Applications Benchmark
 - Cloud Components Benchmark
 - Cloud Go-to-market Benchmark

 - Cloud Infrastructure & Platforms Benchmark
 - Colocation Benchmark

 
TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
Ready to Level Up Your Insights?
 
TBR’s digital-first competitive intelligence platform, TBR Insight Center™, allows for configured & customized views into IT markets, vendors, alliances and ecosystems.
 
Benefits delivered through TBR Insight Center™ include:
- Dynamic, configurable platform for TBR’s objective, independent and validated data and analysis
 - Customizable views of millions of data points to match your specific needs
 - Simple download functionality for customized views of analysis and feeds of data, saving staff dozens of hours per month
 - Updates for market disruptions and emerging trends
 
Already a TBR Classic client but don’t have access to TBR Insight Center yet? Request access today.










Partnerships, Not Products, Will Define How Consultancies and Native AI Companies Share Value in Agentic AI Era
/by Patrick Heffernan, Practice Manager and Principal AnalystJust like supporting startup programs, many traditional IT services companies and consultancies have struggled to adequately put themselves in their alliance partners’ shoes. And when those partners are startups or immature native AI companies, that struggle will be harder in the absence of leadership, strategic direction and sustained investment. But that’s the potential downside. The upside is that consultancies are perfectly positioned to be change management specialists, helping their largest clients adopt the best new AI.
In Fast-evolving AI Markets, Platform Alignment Determines Who Keeps the Customer
/by Patrick Heffernan, Practice Manager and Principal AnalystThe speed of technology change and challenges adapting to business model changes drive the importance of platforms. The rapid developments in AI, most recently with agentic solutions, illustrate how being a platform company enables vendors to maintain a solutioning role even as technology evolves, and new participants become critical in the eyes of customers. Agentic solutions have also created myriad ways for companies to sustain their business models, acting as a conduit between end customers and the changing vendor landscape.