Rejuvenated by Red Hat and fusing traditional strengths w/ powerful innovation, IBM is redefining the booming cybersecurity market with new cloud solutions.

Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.

SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)

“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.

As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.

Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.

Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.

At a special SAP Capital Markets Day presentation on Tuesday 11/12, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond.

Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.

With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?

The Wall Street Journal reports that Bank of America has slashed billions of dollars in IT infrastructure costs during as it migrates to the private cloud.

IBM is exploiting its unmatched financial-services expertise by creating that industry’s first public-cloud platform with Bank of America.

Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.

With the imminent arrival of Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to #9 on the Cloud Wars Top 10.

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.