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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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AI and Copilots

Microsoft Adopts A2A Protocol, Agentic AI Era Begins

Kieron AllenMay 9, 2025
AI and Copilots

AI Agent & Copilot Podcast: Finastra Chief AI Officer Lays Out Range of Use Cases, Microsoft Collaboration

Tom SmithMay 9, 2025
Cloud Wars Minute

IBM Launches Microsoft Practice to Accelerate AI, Cloud, and Security Transformation

Kieron AllenMay 9, 2025

Latest Cloud and AI Insights

AI Agent & Copilot Podcast: JP Morgan Chase CISO Publicly Pushes for Stronger Security Controls

ServiceNow Re-Invents CRM for End-to-End Enterprise

Inside ServiceNow 2025: How AI, Strategic Partnerships, and Platform Unification Are Reshaping Enterprise IT

Bill McDermott Predicts Collapse of ’20th-Century Software-Industrial Complex’

See More

Cloud

Why Microsoft’s Beating Amazon: Cloud Deals with SAP, Oracle and ServiceNow

By Bob EvansJuly 11, 2019

The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.

Cloud

The Top 10 Fastest-Growing Cloud Companies In Q1: Hypergrowth, Sustained

By Bob EvansJuly 9, 2019

With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.

Cloud

Will Microsoft Crack $10 Billion in Q4 Cloud Revenue? Count on It!

By Bob EvansJuly 8, 2019

Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.

Cloud

5 Cloud Wars Predictions for Next 6 Months: M&A, Alliances, and Other Accelerators

By Bob EvansJuly 1, 2019

On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.

Cloud

Microsoft and Oracle: Strange Bedfellows | Ammirati on Innovation

By Cloud Wars LiveJune 28, 2019

On this episode of Ammirati on Innovation, Sean and I talk about Microsoft and Oracle as bedfellows, balancing customer and user concerns, and much more.

Cloud

Oracle Joins World’s Top 5 Cloud Vendors Behind #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP

By Bob EvansJune 28, 2019

Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.

Cloud

Arms Race in the Cloud: Google, IBM, Salesforce, SAP Lock In on Data

By Bob EvansJune 27, 2019

As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.

Cloud

#5 Oracle Jumps Ahead of #6 IBM in Cloud Wars Top 10 Rankings

By Bob EvansJune 25, 2019

A quick overview of how and why Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5, as IBM growth lags behind.

Cloud

Formula 1 Drivers Who Grew Up on Simulators | Uphoff on Industry

By Cloud Wars LiveJune 24, 2019

Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the…

Cloud

Oracle Hot Takes: Workday “Not Competitive,” SAP a Time Bomb, Microsoft Valued Partner

By Bob EvansJune 24, 2019

Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.

Cloud

How Oracle Is Becoming a Cloud Powerhouse: Larry Ellison’s All-In Bet on Autonomous Database

By Bob EvansJune 21, 2019

A major driver behind Oracle stock hitting an all-time high Wednesday was its revolutionary “self-driving” Autonomous Database.

Cloud

Oracle’s Blowout Q4: Autonomous Database Looks Like a Huge Success

By Bob EvansJune 20, 2019

“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.

Cloud

The Greatest Time in History to be Smart | Lochhead on Different

By Cloud Wars LiveJune 19, 2019

“The Greatest Time in History to be Smart” || In this episode of Lochhead on Different, we explore the new Mary Meeker report, Cutco vs. Facebook, and more.

Cloud

Salesforce 2018 CRM Market Share Topped SAP, Oracle and Adobe—Combined!

By Bob EvansJune 19, 2019

According to Gartner data, Salesforce racked up 2018 CRM market share of 19.5% in 2018—while the combined share for SAP, Oracle and Adobe was 18.9%.

Cloud

IBM Sales Leader: “Every Discussion Is About Cloud”

By Bob EvansJune 18, 2019

At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”

Cloud

World’s Top Cloud Vendors Will Crush $35 Billion in Q2

By Bob EvansJune 17, 2019

My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.

Cloud

Microsoft Is Helping Turn the SaaS Market Upside-Down

By Bob EvansJune 14, 2019

Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.

Cloud

Inside Workday: Digital-Transformation Boom Triggers New Opportunities

By Bob EvansJune 13, 2019

SVP for strategy & head of Workday Ventures Leighanne Levensaler shared the core principles fueling Workday’s rise within the digital-transformation boom.

Cloud

Why Google Cloud and Salesforce Are Pumping $18 Billion into Analytics and BI

By Bob EvansJune 11, 2019

Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.

Cloud

Workday’s Cloud Strategy | Cloud Wars Top 10 Executive Insights

By Cloud Wars LiveJune 10, 2019

“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.

News

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

By Bob EvansJune 10, 2019

As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.

Cloud

Attention Workday, SAP and Oracle: Is Salesforce Jumping into HCM?

By Bob EvansJune 7, 2019

There’s little chance that Salesforce is getting into HCM, but after a week of stunning announcements in Cloud Wars, it’s probably best to never say never.

Cloud

Microsoft-Oracle Shocker: Customers Win as #1 and #6 Vendors Pair Up

By Bob EvansJune 6, 2019

My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.

Cloud

Salesforce’s New Strategy: All-In on ‘Customer 360,’ Powered by MuleSoft

By Bob EvansJune 5, 2019

As the digital-transformation phenomenon shifts from boardroom theory to full-blown execution, Salesforce is doubling down on its Customer 360 strategy.

Cloud

SAP in the Cloud: CTO Juergen Mueller and COO Christian Klein Lay Out Strategy

By Bob EvansJune 4, 2019

Gain a deeper understanding of SAP’s cloud strategy—read these highlights from my recent interviews with SAP CTO Juergen Mueller and COO Christian Klein.

Cloud

SAP’s Cloud Strategy | Cloud Wars Top 10 Executive Insights

By Cloud Wars LiveJune 3, 2019

“Qualtrics as a Game-Changer” || Watch Cloud Wars Top 10 Executive Insights interviews with Juergen Mueller and Christian Klein about SAP’s cloud strategy.

Cloud

Oracle Cloud Driving “Fundamental Breakthroughs for Companies of All Sizes”

By Bob EvansJune 3, 2019

“We’re starting to see things at this tipping point, after which unstoppable change occurs.” I spoke with SVP Steve Daheb about Oracle Cloud breakthroughs.

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AI Copilot Podcast

AI Agent & Copilot Podcast: Finastra Chief AI Officer Lays Out Range of Use Cases, Microsoft Collaboration

Adam Lieberman details AI focus at financial software provider Finastra: enterprise efficiency, devleoper productivity, and client commercialization. He also outlines the firm’s work with Microsoft.

Read More »

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