The Cloud Confidence Index uses market caps of top 10 cloud companies as a proxy for business leaders’ confidence in their growth, reflecting customer demand and technology trends. The index is up slightly.
Cloud Reporting
The four fastest growing cloud vendors’ financial results indicate an upturn in customer spending and preparation for the generative AI revolution.
Despite AWS’s impressive scale and achievements, its rivals are gaining ground in other software-centered segments of the cloud. AWS may face challenges in the Cloud Wars going forward.
Amazon Web Services (AWS) experienced a decline in its growth rate for the seventh straight quarter amid fierce competition from Microsoft, Google Cloud, and Oracle.
Microsoft is experiencing significant growth in the cloud infrastructure market, particularly in AI workloads, potentially taking market share from AWS, which has seen a decline in its growth rate.
ServiceNow backs up it recent jump from #10 to #6 on the Cloud Wars Top 10 list with a strong financial performance and an optimistic outlook.
Generative AI is playing a central role in the powerful growth and earnings being reported by Cloud Wars Top 10 company ServiceNow.
AI capabilities, generative AI customer count, and operating profits are just three of the reasons that Google Cloud replaced AWS on the Cloud Wars Top 10 list.
Google Cloud’s latest quarterly results and strong growth validate its elevation to #2 on the Cloud Wars Top 10, while they also highlight its strength in supporting AI customers.
Approaching the release of the Q2 financial results of Amazon, AWS’ growth rate decline stands out relative to Cloud Wars Top 10 adversaries.
Google Cloud and Microsoft’s impressive Q2 growth rates suggest that AWS needs to turn up the heat to keep up in the Cloud Wars.
Celonis’ process mining software is expanding its reach across many businesses, with use cases applicable to supply chains, procurement, and more.
Bloomberg recently announced that its cloud-based data management solution is now driving a Snowflake-native app.
With its RISE with SAP program as a central force of customer innovation, SAP continues to deliver impressive cloud growth.
In order to access its latest innovations, SAP is requiring its 20,000 on-premises customers to move to the cloud. Get more details from SAP’s Q2 earnings.
In order for SAP customers to access the company’s Business AI portfolio, CEO Christian Klein says they must pay a 30% premium and enroll in its RISE or GROW program.
As a result of its new generative AI capabilities, which are only available in the cloud, SAP is charging customers a 30% premium and grabbing first-mover status.
This Cloud Wars Top 10 Course highlight details how Celonis innovations help put process mining into the hands of a wide range of businesses.
Google Cloud has announced changes to its pricing model, which includes BigQuery editions. An autoscaling feature matches capacity in real-time to the demands of individual workloads
Bob Evans shares his thoughts on Salesforce’s 9% price increase across many of its product lines, and suggests competitors Oracle and SAP will respond aggressively.