Cloud Scorecard - Thematic Research
The cloud market is currently dominated by the five biggest providers, which account for around 70% of total revenues (with Amazon alone enjoying more than 30% of the pie).
The massive capital cost associated with developing the scale needed to present an economically viable alternative to the established players makes it very difficult for smaller vendors to unseat the current leaders.
As with other sectors, the Chinese vendors represent a wildcard. Alibaba has already secured a place for itself at the top table, and is expanding globally at a fast pace. The combination of a large domestic market and access to capital means that cloud is another sector where Chinese vendors could prove very disruptive.
Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores - our thematic engine - to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.
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