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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 Q1 Numbers: What Alphabet Execs Said, and Didn’t Say

By Bob EvansMay 1, 2019

We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.

News

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

By Bob EvansApril 30, 2019

Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.

Cloud

IBM Goes All-In on the Cloud

By Bob EvansApril 18, 2019

What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.

Cloud

Microsoft Exec on Cloud Market: Not Quite “Limitless” But “Lots of Runway”

By Bob EvansMarch 27, 2019

Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.

Cloud

Rishabh Sinha On Internal Transformation & Employee Satisfaction at Murad LLC

By Bob EvansMarch 26, 2019

Read my interview with Murad LLC Senior Director Rishabh Sinha. We discussed how internal digital transformation impacts employee and customer satisfaction.

Cloud

Microsoft Services CTO Norm Judah on AI, Human Bias, and the C-Suite

By Bob EvansMarch 7, 2019

Read the transcript of my conversation with Microsoft Services CTO Norm Judah for insight into current Microsoft projects and what comes next.

Cloud

Workday Cranks Up the Heat on Oracle and SAP in Cloud ERP Wars

By Bob EvansMarch 4, 2019

The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.

Cloud

Google Cloud Sees “Really Nice Uptick” in $100 Million Deals

By Bob EvansFebruary 7, 2019

On its recent earnings call, Alphabet did not specify Google Cloud revenue, but did confirm that Google Cloud is one of its fastest-growing businesses.

Cloud

Why Microsoft Is #1 in the Cloud: 10 Key Insights

By Bob EvansFebruary 4, 2019

I’ve extracted 10 notable comments from CEO Satya Nadella and CFO Amy Hood during last week’s Microsoft 2018 earnings call, on the cloud and more.

Cloud

Oracle, Workday, SAP Get Good News: AI Adoption Can Supercharge Red-Hot Cloud ERP Market

By Bob EvansJanuary 28, 2019

What a new study of more than 700 finance leaders reveals about the future of cloud ERP and AI, especially for market leaders Oracle, Workday and SAP.

Cloud

IBM Bets Its Future on Hybrid Cloud as IBM Cloud Revenue Tops $19 Billion

By Bob EvansJanuary 25, 2019

During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,

News

The Coming Hybrid Wave: Where Do Microsoft, IBM and Amazon Stand? (Part 1 of 2)

By Bob EvansJanuary 9, 2019

What to watch for in the coming hybrid wave. Cementing its future growth and relevance, the cloud industry is warmly embracing hybrid computing.

Cloud

Inside Microsoft’s Marketing Strategy: 10 Key Insights from CMO Chris Capossela

By Bob EvansJanuary 2, 2019

Remarks from Microsoft’s EVP and CMO Chris Capossela in late 2018 shed light on Microsoft’s marketing strategy going into 2019.

Cloud

Oracle, SAP and Workday Driving Red-Hot Cloud ERP Growth Into 2019

By Bob EvansDecember 18, 2018

Cloud heavyweights Oracle, SAP and Workday continue to compete savagely in terms of mission-critical cloud ERP growth going into 2019.

Cloud

Cloud Wars Outlook 2019: The Engine of the Digital Economy

By Bob EvansDecember 13, 2018

The cloud is becoming the engine of the global digital economy. Read Cloud Wars Outlook 2019 to understand enterprise cloud trends for 2019.

Cloud

Marriott International: People-First Digital Transformation

By Cloud Wars LiveOctober 1, 2018

Brian King oversees all of Marriott’s worldwide digital, sales, distribution, revenue management and customer engagement efforts.

Cloud

Look Out, SAP And Oracle: Workday Launching Serious Assault On ERP Market

By Bob EvansSeptember 10, 2018

Workday has begun positioning itself as a full-fledged ERP provider whose modern technology and customer-centric approach will begin winning new customers.

Cloud

Why Amazon Can’t Match Microsoft In The Cloud: 10 Insights From Satya Nadella

By Bob EvansJuly 26, 2018

Amazon – AWS cloud-computing unit will post exceptionally strong numbers, and those numbers will fail to match those of Microsoft’s in The Cloud.

Cloud

‘Legacy’ Tech Vendors Rock The Cloud As Microsoft, IBM And SAP Boom In Q2

By Bob EvansJuly 20, 2018

Microsoft, IBM & SAP posted a combined $13 billion in calendar-Q2 cloud revenue, led by Microsoft’s commercial-cloud growth rate of 53% to $6.9 billion.

Cloud

Microsoft On Track To Hit $7 Billion In Quarterly Cloud Revenue, Amazon $6 Billion

By Bob EvansJuly 11, 2018

Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.

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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.
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