In last week’s fiscal-Q2 earnings call, we got a preview of Larry Ellison’s plan for Oracle building a massive cloud ERP business.
On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.
Four predictions for 2022! I’m betting on a BOOM, a POOF, a BANG & that one #cloud leader will hit $100 billion in cloud revenue next year.
Across various industries, big companies including Ford Motor and Goldman Sachs are helping to create a new model for cloud innovation
CEO Frank Slootman says that a trigger behind Snowflake’s massive 110% revenue growth is the revolution in direct-to-consumer business.
Cloud vendors and customers are teaming up! The co-creation of new solutions, products and industry clouds will reshape technology overall.
Some important lessons to take away from the recent blowout Q3 for Snowflake, in which the cloud data company’s revenue grew 110%
ServiceNow has gone pretty unchallenged in the “digital workflow” area—but Marc Benioff seems poised to change that with Salesforce + Slack.
The latest Cloud Wars Live podcast episode is a fresh interview with Google Cloud CEO Thomas Kurian! Check out this quick preview.
How it performs in the market is still to be seen, but IBM under Howard Boville has put together a great roadmap for industry cloud success.
IBM has declared that it’s not only willing but eager for partnerships w/ the Big 3 cloud infrastructure vendors: Microsoft, Amazon, Google.
Based on its Q3 earnings, Workday appears on its way to blow past $5 billion in fiscal-year revenue under CEO Aneel Bhusri.
Market Cap Madness! Salesforce + Snowflake + Workday = $500 billion in market cap. What do these 3 companies have in common?
Industry Cloud Top 10 leader Salesforce is making BIG moves to solidify its powerhouse position in the red-hot market for industry clouds.
Some of the world’s biggest cloud vendors rumbled yesterday during Industry Cloud Battleground Week, as they compete in the red-hot market.
In just a couple hours, you can figure out which Industry Cloud provider (or combo) is right for you. Join Industry Cloud Battleground Week.
Bill McDermott and ServiceNow seem poised to introduce a new, more refined and more strategic initiative around the concept of hyperautomation. This will be an exciting one to watch.
With each provider growing at at least 36% in Q3, Cloud Wars leaders Microsoft, Amazon and Google Cloud all had great cloud revenue results.
On Microsoft’s recent earnings call, Satya Nadella stated that digital technology can be a “deflationary force in an inflationary economy.”
Google Cloud will likely hit profitability in 3 or 4 quarters from now, though there are a few complex trends within their revenue numbers.