[UPDATE]: You can now get the report here.
I didn't actually purchase the document, but the description says:
Microsoft and IBM continue to lead the Web-services-enabled software market, with Oracle and SAP nearing leader status. Innovation in this market is an indicator of a vendor's impact on the software market as a whole.
I'm not surprised we are at the top of this list considering all we do with Web services, but that last sentence is pretty interesting. Web services = software market leader! Cool!
You can purchase the report directly from Gartner.