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.
A look at how Microsoft overtook Apple as the world’s most valuable company with its current cloud growth and projections for the future.
According to Amazon CFO Brian Olsavsky, AWS is moving into the market for Industry Clouds with a specific focus on machine learning.
On today’s Cloud Wars Minute, Bob discusses the tremendous trajectory for AWS who outpaced Microsoft in Q2 and Q3 growth.
On Alphabet’s Q3 earnings call, CEO Sundar Pichai noted that “industry-value propositions” are driving huge growth within Google Cloud.
One of the mind-boggling things about Microsoft Cloud businesses is that both its revenue AND growth rates rose in Q1 (as per usual).
Based on growth trends and market impact, Snowflake has leapfrogged IBM to take the #9 spot in the Cloud Wars Top 10 rankings.
I really flubbed my prediction for IBM Q3 cloud revenue growth. Let’s look at what’s going on within IBM Cloud’s various business units.
Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.
A new McKinsey & Company report focuses on the “trillion-dollar cloud,” representing the potential profit for firms that adopt cloud tech.
SAP and Oracle have major opportunities to challenge Salesforce in the industry cloud market. But they have to move fast.
IBM Financial Services Cloud signs on with Caxia Bank, offering an “indispensable partnership” and hybrid cloud options conducive to banking.
Oracle recently announced Fusion Cloud ERP software. Bob Evans dives into this new generation of software in the financial services industry.
Recently, Google Cloud announced Supply Chain Twin technology. Bob Evans unpacks it and explores integration for other vertical industries.
