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  • 16 Jul 2025

2025 Global Cloud Scanner Survey: And the winner is….


SAP SE (SAP:ETR), 0 | AMAZON COM (AMZN:NYSE), 0 | Amazon.com, Inc. (AMZN:NAS), 0 | MICROSOFT (MSFT:NYSE), 0 | Microsoft Corporation (MSFT:NAS), 0 | International Business Machines Corporation (IBM:NYS), 0 | Oracle Corporation (ORCL:NYSE), 0 | Oracle Corporation (ORCL:NYS), 0 | ADOBE SYSTEMS (ADBE:NYSE), 0 | Adobe Inc. (ADBE:NAS), 0 | INTUIT (INTU:NYSE), 0 | Intuit Inc. (INTU:NAS), 0 | ALPHABET INC-CL A (GOOGL:NYSE), 0 | Alphabet Inc. Class A (GOOGL:NAS), 0 | salesforce.com (CRM:NYSE), 0 | Salesforce, Inc. (CRM:NYS), 0 | ServiceNow (NOW:NYSE), 0 | ServiceNow, Inc. (NOW:NYS), 0 | Workday (WDAY:NYSE), 0 | Workday, Inc. Class A (WDAY:NAS), 0 | Shopify, Inc. Class A (SHOP:NAS), 0 | Zoom Video Communications Inc (ZM:NYSE), 0 | Zoom Communications, Inc. Class A (ZM:NAS), 0 | Snowflake, Inc. (SNOW:NYS), 0

  • BNP Paribas Exane
    • Slowinski Stefan SS | Patton Keeler KP | Wang Daniel DW

    • 22 pages


 

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2025 Global Cloud Scanner Survey: And the winner is….


SAP SE (SAP:ETR), 0 | AMAZON COM (AMZN:NYSE), 0 | Amazon.com, Inc. (AMZN:NAS), 0 | MICROSOFT (MSFT:NYSE), 0 | Microsoft Corporation (MSFT:NAS), 0 | International Business Machines Corporation (IBM:NYS), 0 | Oracle Corporation (ORCL:NYSE), 0 | Oracle Corporation (ORCL:NYS), 0 | ADOBE SYSTEMS (ADBE:NYSE), 0 | Adobe Inc. (ADBE:NAS), 0 | INTUIT (INTU:NYSE), 0 | Intuit Inc. (INTU:NAS), 0 | ALPHABET INC-CL A (GOOGL:NYSE), 0 | Alphabet Inc. Class A (GOOGL:NAS), 0 | salesforce.com (CRM:NYSE), 0 | Salesforce, Inc. (CRM:NYS), 0 | ServiceNow (NOW:NYSE), 0 | ServiceNow, Inc. (NOW:NYS), 0 | Workday (WDAY:NYSE), 0 | Workday, Inc. Class A (WDAY:NAS), 0 | Shopify, Inc. Class A (SHOP:NAS), 0 | Zoom Video Communications Inc (ZM:NYSE), 0 | Zoom Communications, Inc. Class A (ZM:NAS), 0 | Snowflake, Inc. (SNOW:NYS), 0

  • Published: 16 Jul 2025
  • Author: Slowinski Stefan SS | Patton Keeler KP | Wang Daniel DW
  • Pages: 22
  • BNP Paribas Exane


We publish the fifth and final piece of our Survey of 100 Software Buyers globally In our first report (see link) we published a summary of key findings in terms of spend intentions (down y/y in the US but flat in Europe) and category prioritizations (AI and GenAI leading priority areas). In our second report (see link) we focussed on results in the Platform and Data categories with Microsoft leading the way, but Databricks making significant improvements and gaining ground on Amazon and Google (and leapfrogging Snowflake in Data warehousing). In our third report (see link) we provided results for GenAI related questions with Microsoft and OpenAI dominating results across infra and apps (and LLMs). In our fourth report (see link) we focussed on Apps and SaaS where SAP flexed its increasing back and mid-office dominance as the ''suite part of the cycle'' takes over for ''best of breed,'' with Salesforce and Microsoft strongest in front office and productivity. We now look at IaaS and Cloud migration, which may be reaching a mid-way point In today''s report, we show cloud migration continuing - with 54% stating they are running more than half of their workloads in the cloud, up 10pp y/y. Cost, performance, and security are the main drivers. Microsoft retains the lead as the ''preferred IaaS provider'' but Amazon has re-captured some ground. Oracle has now moved solidly into the #4 preferred IaaS provider position with 12% now using OCI, up from 6% last year. Hybrid Cloud continues as a theme with 71% using multiple IaaS providers. Company specific scores. And the winner is: Microsoft on top; IBM at the bottom Finally, we asked 100 Software Buyers about incremental spending intentions this year by vendor for ~20 software vendors. Microsoft saw by far the strongest scores with 67% saying they would increase spend (although down y/y) with IBM at the bottom of the list (only 7% saying they would increase IBM spend). Some surprises in between: Databricks is now...

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