Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…

Stream a new podcast episode of Ammirati on Innovation, where Sean and I debate the wisdom of SoftBank’s new investment into the WeWork business, and more.

Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.

On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.

This sponsored episode is brought to you by Cloudera. || Stream my conversation w/ Cloudera CMO Mick Hollison about enterprise data & their Cloud Platform.

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

Stream the new Uphoff on Industry, a Cloud Wars Live podcast. Tony and I discuss the diminishing role of the sales rep and the knowledge of the customer.

Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?

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.

A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.

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

ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.

New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.

As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”

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

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.

At Workday Rising, CEO and longtime cloud evangelist Aneel Bhusri said machine learning will become even more disruptive than cloud computing.

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.

With Workday Rising opening today, let’s preview 3 key questions Workday faces as it embarks on a journey toward becoming a $10-billion global powerhouse.

Bill McDermott is stepping down as co-CEO of SAP. As someone who worked at SAP in 2011, I experienced McDermott’s courageous leadership firsthand.

The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.

As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.

My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.

Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.

At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.

Stream the latest episode of Cloud Wars Live to hear VC Sean Ammirati’s thoughts on WeWork’s fishy metrics and the departure of CEO Adam Neumann.

It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.