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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Innovation & Leadership

Tony Uphoff-Circle

Tony Uphoff

Cloud Wars Innovation & Leadership Channel

Welcome to the Cloud Wars Innovation & Leadership Channel, where we deliver analysis and insights from the top executives, leaders, and innovators driving business model innovation and growth in the Cloud Wars AI era. Our real-world analyses, quick-hit videos, roundtable discussions, and in-depth reports are created by analysts with deep experience in breaking down the drivers of growth and innovation in the tech industry. Our goal: to help you accelerate your business.
Cloud

Google Cloud Q3 Growth Triggered by Compute, Data Analytics and G-Suite

By Bob EvansOctober 30, 2019

Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.

News

#1 Microsoft Puts Amazon and Google on Notice: We’re Just Getting Started

By Bob EvansOctober 28, 2019

Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.

Cloud

Why #1 Microsoft Is Top Cloud Vendor: Cloud Now Drives 35% of Revenue

By Bob EvansOctober 24, 2019

Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.

IBM Q2 cloud-revenue growth
Cloud

IBM Cloud Grows 14% and Drives Sweeping Internal Transformation

By Bob EvansOctober 18, 2019

As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.

Cloud

Think of Yourself as the Chief Process Person | Sadin on Digital

By Cloud Wars LiveOctober 16, 2019

Stream a new episode of Cloud Wars Live, with Wayne Sadin talking about the CIO role and how it’s changed. CIOs should really be the Chief Process Person.

Cloud

Archrivals Oracle and Workday Agree on One Thing: SaaS Market Booming

By Bob EvansOctober 15, 2019

There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.

Cloud

Workday’s Secret Weapon Has “Phenomenal” First Year

By Bob EvansSeptember 9, 2019

Last year’s acquisition of planning hotshot Adaptive Insights appears to be the catalyst for ongoing success at Workday, per CEO Aneel Bhusri.

Cloud

Inside Microsoft’s Monster Q4: 10 Big Cloud Numbers

By Bob EvansAugust 12, 2019

Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.

News

How Microsoft, Amazon and Workday Are Driving Machine-Learning Revolution

By Bob EvansAugust 8, 2019

it was fascinating to see how Microsoft, Amazon and Workday used their latest earnings calls to highlight their broad efforts with machine learning.

Cloud

ServiceNow Bets Big on Microsoft and Mobile for Next Growth Spurt

By Bob EvansAugust 2, 2019

ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.

News

Amazon Becoming Powerhouse in Red-Hot Machine Learning and Blockchain

By Bob EvansJuly 30, 2019

In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.

Cloud

Inside Google Cloud’s Breakout $2B Quarter: 10 Key Insights

By Bob EvansJuly 29, 2019

10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.

Cloud

Microsoft’s $50-Billion Moonshot: #1 Cloud Vendor Lays Out New Growth Plans

By Bob EvansJuly 23, 2019

12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.

Cloud

Oracle Joins World’s Top 5 Cloud Vendors Behind #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP

By Bob EvansJune 28, 2019

Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.

Cloud

Oracle Hot Takes: Workday “Not Competitive,” SAP a Time Bomb, Microsoft Valued Partner

By Bob EvansJune 24, 2019

Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.

Cloud

IBM Sales Leader: “Every Discussion Is About Cloud”

By Bob EvansJune 18, 2019

At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”

News

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

By Bob EvansJune 10, 2019

As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.

Cloud

Workday’s Path to a $1-Billion Quarter: 10 Key Insights

By Bob EvansMay 31, 2019

Within the coming year, Workday will likely report its first $1 billion quarter. Read my key takeaways from the company’s recent Q1 earnings call.

Cloud

Why High-Flying Workday Is Pushing ML over M&A

By Bob EvansMay 30, 2019

As impressive as Workday Q1 earnings results are, I found CEO Aneel Bhusri’s commentary on machine learning to be even more compelling.

Cloud

Understanding the New SAP: 10 Key Insights as Sapphire 2019 Kicks Off

By Bob EvansMay 6, 2019

My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.

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Featured Story

Dorit Zilbershot of ServiceNow Outlines Agentic AI Opportunities, Business Transformations

4 months ago
ServiceNow AI exec joins Cloud Wars analysts for a discussion on agentic AI-driven business transformation and customer benefits from the company's ecosystem approach to creating and orchestrating agents.
Read More »

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