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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

Google Cloud Q1 Numbers: What Alphabet Execs Said, and Didn’t Say

By Bob EvansMay 1, 2019

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.

Cloud

Disney+/Netflix, Qualtrics, and Moonshots | Ammirati on Innovation

By Cloud Wars LiveMay 1, 2019

Disney+/Netflix, Qualtrics, and Moonshots || This episode of Ammirati on Innovation explores “moonshots” in the context of SAP/Qualtrics, Disney+, and more.

News

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

By Bob EvansApril 30, 2019

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.

Cloud

Hypergrowth in the Cloud: Microsoft, AWS, and SAP Q1 Revenues Soar 41%

By Bob EvansApril 29, 2019

The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.

Cloud

Why Microsoft Is #1 in the Cloud: 10 Ways It’s Getting Bigger, Stronger, Better

By Bob EvansApril 26, 2019

I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.

Cloud

SAP’s Brilliant Transformation: And They’ve Only Just Begun

By Bob EvansApril 25, 2019

SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.

Cloud

Zoom, Pinterest, and the Comeback of IPOs | Lochhead on Different

By Cloud Wars LiveApril 24, 2019

In this episode of Cloud Wars Live, Chris Lochhead celebrates the fact that tech companies (including Zoom, Pinterest, and Lyft) are going public again.

Cloud

From Financial Services to Manufacturing, Here’s the #1 Priority for CEOs

By Bob EvansApril 24, 2019

How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.

Cloud

Microsoft Manufacturing Customers Reveal Secret Sauce of Digital Transformation

By Bob EvansApril 23, 2019

The primary ingredient in digital transformation is optimizing the customer experience. Read how 2 Microsoft manufacturing customers describe their efforts.

News

As Cloud Market Roars, Microsoft, Amazon and IBM Will Total $23 Billion in Q1 Cloud Revenue

By Bob EvansApril 22, 2019

This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.

Cloud

Automation & Blockchain: U.S. Manufacturing Is Back! | Uphoff on Industry

By Cloud Wars LiveApril 19, 2019

Stream the premiere of “Uphoff on Industry,” a new monthly series from Cloud Wars Live. Tony and I discuss manufacturing, B2B transformation, and more.

Cloud

IBM Goes All-In on the Cloud

By Bob EvansApril 18, 2019

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.

Cloud

IBM’s Huge Cloud Business Falls Behind Competitors in Growth Rate

By Bob EvansApril 17, 2019

IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.

Cloud

Apps Associates: Top Five Myths About Oracle Migration

Co-Created ContentBy Cloud Wars LiveApril 16, 2019

This episode is sponsored by Apps Associates. I spoke with 2 Apps Associates execs about cloud migration myths, based on a survey of 300+ decision-makers.

Cloud

Microsoft Set to Top $10 Billion in Quarterly Cloud Revenue

By Bob EvansApril 15, 2019

Microsoft quarterly cloud revenue is likely to crack an unprecedented $10B when the company posts its results on April 24. Here’s my look at the numbers.

Cloud

Outsource Software, Not Brains | Sadin on Digital | Cloud Wars Live

By Cloud Wars LiveApril 11, 2019

Watch or stream episode 4 of Sadin on Digital, where we discuss the new generation of ERP solutions—and how CEOs and the board should assess them.

Cloud

Inside Google Cloud’s Resurgence: 10 Key Messages from CEO Thomas Kurian

By Bob EvansApril 11, 2019

Eager to move from underperformer to world-class competitor, Google Cloud and CEO Thomas Kurian have outlined some key themes at the Next ’19 conference.

Cloud

Google ‘Anthos’ and New CEO Turn Up the Heat On Microsoft and Amazon

By Bob EvansApril 10, 2019

At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.

Cloud

Four Big Questions Google Cloud Must Answer This Week

By Bob EvansApril 8, 2019

Here’s what I think Thomas Kurian and the Google Cloud team must say and do at Next ’19, their big global customer conference, to maintain their momentum.

Cloud

Inside SAP and Microsoft’s New Digital-Manufacturing Initiatives

By Bob EvansApril 5, 2019

New, parallel efforts by SAP & Microsoft to drive innovation within digital manufacturing: the Open Industry 4.0 Alliance & the Open Manufacturing Platform.

News

The Customer-Centric CIO: How Dean Del Vecchio Created Culture of Innovation

By Bob EvansApril 4, 2019

As challenging as it is to change enterprise tech, it’s harder to change human behavior. Here’s how Dean Del Vecchio cultivates a culture of innovation.

Cloud

Andreas Larsson: Electrolux Introduces RCaaS (Robot Cleaning as a Service!)

By Cloud Wars LiveApril 3, 2019

Check out my Cloud Wars Live interview with Andreas Larsson of Electrolux, who is overseeing dramatic customer-centric transformations.

Cloud

The Top 10 Cloud Vendors By Growth Rate

By Bob EvansApril 3, 2019

After we shared a Cloud Wars Top 10 by revenue, some readers asked about the leading cloud vendors’ growth rates. Here’s our breakdown and analysis.

Cloud

Microsoft Partners with Nine Disruptive Startups to Target Manufacturing Sector

By Bob EvansApril 2, 2019

At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.

News

Why Customers Love AWS: Enabling Major Transformation at Guardian Life

By Bob EvansApril 1, 2019

I spoke with Dean Del Vecchio about how AWS is helping power a sweeping digital transformation at 158-year-old insurance company Guardian Life.

News

Dean Del Vecchio: Total Transformation of Culture, Tech, and Capabilities

By Cloud Wars LiveMarch 29, 2019

Listen to a new Cloud Wars Live with Dean Del Vecchio, EVP, CIO, and Chief of Operations at Guardian Life, on the sweeping nature of digital transformation.

Cloud

How Microsoft, SAP and Adobe Plan to Revolutionize CRM and Rock Salesforce

By Bob EvansMarch 29, 2019

SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.

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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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