Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.
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TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
Now that he’s got Microsoft innovating and executing as well as any company on Earth, Satya Nadella has set his sights on digitalizing the world.
The most-disruptive initiative at high-flying ServiceNow is how new CEO Bill McDermott is redefining and redirecting the enterprise software business.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
On yesterday’s Q4 earnings call, SAP said Qualtrics & experience management are its growth engines for the future, but that it won’t abandon its past.
Stream the latest episode of Cloud Wars Live, to hear Tony Uphoff explain why Industry 4.0 will kick into full swing in 2020—and what the impact will be.
Here’s what stood out to me in Microsoft Azure CTO Mark Russinovich’s latest blog post about how the team is boosting Azure reliability.
IBM Cloud resurgence will be short-lived unless CEO Ginni Rometty makes bold changes, but the company did have a Q4 growth spurt. I chose 10 examples.
IBM saw its Q4 cloud revenue jump 23%. But CEO Ginni Rometty cannot afford another post-Q4 dropoff. I’ve brainstormed 5 ways that IBM can maintain its pace.
Stream the latest episode of Sadin on Digital from Cloud Wars Live, to hear Wayne Sadin explain how legacy companies can flip the switch to modern tech.
How does new CEO Bill McDermott plan to meet ServiceNow’s 2020 challenge, of reaching $10B in revenue & setting new standards for the biz-software industry?
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
As 2020 gets underway, and IBM prepares to release its Q4 2019 numbers, it’s perfectly clear that the #1 challenge IBM’s cloud business faces is growth.
In 2020, Google Cloud’s top challenge will be creating a new breed of enterprise apps that exploit its capabilities in data, ML, AI, analytics & beyond.
Stream the latest episode of Ammirati on Innovation, a Cloud Wars Live podcast, where we talk 2020 predictions, from Walmart to Slack to AWS and more.
Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
This episode is brought to you by Oracle. I spoke with Steve Daheb, Senior Vice President, Oracle Cloud, about all things Autonomous Database.
Microsoft Azure has become more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey of 100 CIOs.