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.
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.
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.
Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.
Read my interview with Murad LLC Senior Director Rishabh Sinha. We discussed how internal digital transformation impacts employee and customer satisfaction.
Read the transcript of my conversation with Microsoft Services CTO Norm Judah for insight into current Microsoft projects and what comes next.
The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.
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.
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.
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.
During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,
What to watch for in the coming hybrid wave. Cementing its future growth and relevance, the cloud industry is warmly embracing hybrid computing.
Remarks from Microsoft’s EVP and CMO Chris Capossela in late 2018 shed light on Microsoft’s marketing strategy going into 2019.
Cloud heavyweights Oracle, SAP and Workday continue to compete savagely in terms of mission-critical cloud ERP growth going into 2019.
The cloud is becoming the engine of the global digital economy. Read Cloud Wars Outlook 2019 to understand enterprise cloud trends for 2019.
Brian King oversees all of Marriott’s worldwide digital, sales, distribution, revenue management and customer engagement efforts.
Workday has begun positioning itself as a full-fledged ERP provider whose modern technology and customer-centric approach will begin winning new customers.
Amazon – AWS cloud-computing unit will post exceptionally strong numbers, and those numbers will fail to match those of Microsoft’s in The Cloud.
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.
Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.