As Microsoft releases fiscal-Q2 earnings, CEO Satya Nadella declares intention to “help people reimagine everyday work and life.”
Stymied by its decision to sell its healthcare data assets, Bob looked into other parts the IBM portfolio that could have been sold instead.
Microsoft acquiring Activision will accelerate disruption when it comes to merging the digital & physical worlds (yes, the #metaverse).
In this Cloud Wars Minute, Bob Evans covers SAP’s comeback as the company reports its Q4 cloud results and future outlook.
25 years ago, a terabyte was a lot of data. Today, we’re talking exabytes—a million times larger. Watch Cloud Wars Minute for more.
Watch to hear Bob Evans’ predictions for each Cloud Wars Top 10 vendor’s calendar 2022 cloud revenue total and growth rate.
What have the Cloud Wars Top 10 vendors been up to when it comes to AI innovation? Acceleration Economy Analyst Aaron Back explains.
Apple is the world’s first company with a $3 trillion valuation. Bridget Courneya explains the background & which cloud vendors could be next.
Three groups of providers are pushing innovation across the cloud database competitive landscape; one has unique advantages going into 2022.
From #1 Microsoft at $80 billion to #10 IBM at $26 billion, Bob Evans shares his projections for the Top 10 vendors’ cloud revenue totals for calendar 2021.
A look into the present and future of the metaverse, with $10 billion in 2021 VC funding and a new retail focused push from Microsoft.
As Oracle looks to acquire Cerner, other major cloud providers falling into an M&A spiral to strengthen their industry cloud presence.
CEO Safra Catz & chairman Larry Ellison led an Industry Cloud Blitz during Oracle’s Q2 earnings call, charting new territory for Oracle.
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%