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Cloud Wars

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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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Cloud

Microsoft, Oracle, SAP, IBM Total Market Cap Is $5 Trillion: Legacy’s Revenge!

Bob EvansJuly 10, 2025
AI and Copilots

How Nicus and ServiceNow Are Transforming Enterprise IT Spend with AI and Financial Intelligence

Tom SmithJuly 10, 2025
Cloud Wars Minute

‘Legacy’ Rocks! Microsoft + Oracle + SAP +IBM = $5 Trillion Valuation

Bob EvansJuly 10, 2025

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Cloud

Crazy: Oracle Woos TikTok, Harvard’s Big Gap | Ammirati on Innovation

By Cloud Wars LiveSeptember 1, 2020

On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.

Cloud

Best Software Acquisition of All Time Was Salesforce Buying Tableau: Marc Benioff

By Bob EvansSeptember 1, 2020

Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.

Cloud

Workday Says Limitations of Legacy Systems (SAP & Oracle) Boosted Q2 Growth

By Bob EvansAugust 31, 2020

In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.

Cloud

As Salesforce Blows By SAP and Oracle, Cloud Wars Top 10 Market Cap Hits $5.66 Trillion

By Bob EvansAugust 28, 2020

Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.

Cloud

How to Win CFO Support for Digital Transformation | Tinder on Customers

By Cloud Wars LiveAugust 26, 2020

On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.

Cloud

Salesforce Beats SAP, Oracle, Microsoft, Adobe—Combined!—in 2019 CRM Share

By Bob EvansAugust 26, 2020

In its Q2 earnings presentation, Salesforce included a CRM revenue market-share chart from IDC showing its increased dominance in 2019.

Cloud

Why SAP Is Beating Salesforce and Oracle in the Market-Cap Wars

By Bob EvansAugust 25, 2020

Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.

Cloud

The Robots Are Coming—For Us? | Araujo on Transformation

By Cloud Wars LiveAugust 24, 2020

On the Cloud Wars Live podcast, Charles Araujo explains how business leaders can and should be preparing to “manage” robots in the workforce.

Cloud

Salesforce Q2 Earnings Call: Marc Benioff Will Focus on These 5 Things

By Bob EvansAugust 24, 2020

As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.

Cloud

Data Culture: “In God We Trust, All Others Bring Data” | Uphoff on Industry

By Cloud Wars LiveAugust 20, 2020

On the Cloud Wars Live podcast, Tony Uphoff and I talk how business may change when everyone knows how to code. That’s data culture.

News

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

By Bob EvansAugust 20, 2020

An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.

Cloud

How Microsoft Helps Top Retailers Deliver World-Class Experiences—and Software

Co-Created ContentBy Bob EvansAugust 19, 2020

Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.

Cloud

CXOs: in Video World, Don’t Look Like Sci-Fi Creature! | Sadin on Digital

By Cloud Wars LiveAugust 17, 2020

Stream the Cloud Wars Live podcast to hear Wayne Sadin’s suggestions for CXOs on excellent and inexpensive gear to optimize effectiveness of video meetings.

News

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

By Bob EvansAugust 17, 2020

A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.

Cloud

How Larry Ellison Is Shuffling Top Execs to Spark Next-Gen Oracle Cloud

By Bob EvansAugust 14, 2020

Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.

Cloud

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

By Bob EvansAugust 12, 2020

A few reasons why I believe that Satya Nadella and the Microsoft executive team are extremely pleased with continued hyper growth from Azure.

Cloud

Will Salesforce Be First Cloud Apps Vendor to Top $5 Billion in a Quarter?

By Bob EvansAugust 11, 2020

A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.

Cloud

SAS and Microsoft: The Operating System for Digital Transformation | Cloud Wars Live

By Cloud Wars LiveAugust 10, 2020

On the Cloud Wars Live podcast, SAS EVP, COO and CTO Oliver Schabenberger joins me to discuss his company’s powerful partnership with Microsoft.

Cloud

What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

By Bob EvansAugust 10, 2020

In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.

Cloud

How Bill McDermott & ServiceNow Are Supercharging the Pace of Change

By Bob EvansAugust 6, 2020

In this time of rampant disruption, change, and digital-everything, Bill McDermott and ServiceNow are promising to give businesses the gift of speed.

News

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

By Bob EvansAugust 4, 2020

On the recent Amazon earnings numbers, to clarify: anyone who thinks that AWS is “in trouble” or because its growth rate was “only” 29% is nuts.

News

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

By Bob EvansAugust 3, 2020

With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.

Cloud

How COVID-19 Has Sparked Huge Innovation for Microsoft & Healthcare Customers

Co-Created ContentBy Bob EvansJuly 31, 2020

“For Microsoft, COVID-19 was personal on many levels.” – Microsoft Chief Medical Officer Dr. David Rhew, who’s helping to drive innovation amid crisis

Cloud

Employee Well-Being During & After COVID: a Chat with Workday’s Chief People Officer

Co-Created ContentBy Bob EvansJuly 30, 2020

Ashley Goldsmith is leading efforts at Workday to ensure employee safety and happiness during and after COVID-19, while strategizing a return to work.

Cloud

Why Slack’s Lawsuit vs. Microsoft Will Backfire | Ammirati on Innovation

By Cloud Wars LiveJuly 29, 2020

On the Cloud Wars Live podcast, Sean Ammrati talks about what Slack’s lawsuit against Microsoft means for the future of cloud (and much more).

Cloud

SAP Cuts Qualtrics Loose: Christian Klein’s Bizarre but Courageous Move

By Bob EvansJuly 29, 2020

While I applaud the CEO’s unblinking confidence, I have questions about why SAP is spinning out Qualtrics, a company said to be SAP’s crown jewel.

Cloud

In Dangerous Times, SAP CEO Christian Klein Makes Clear: I’m in Charge

By Bob EvansJuly 28, 2020

40-year-old Christian Klein gave a confident performance on the SAP Q2 earnings call of which a CEO of any age would be proud.

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AI Copilot Podcast

AI Agent & Copilot Podcast: How Duke Health, Avanade Are Leading AI Governance in Healthcare

Duke Health chief data scientists details core components of governance, as well as work with Avanade, Microsoft, and other vendors to derive maximum advantage from

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