As COVID-19 drives millions to WFH, Microsoft Teams could be growing more rapidly in terms of users than any enterprise application in history.
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As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
Every time I start to get the impression that Microsoft is trying to do too many things too quickly, I take a look at comments from CFO Amy Hood.
Stream a new Cloud Wars Live podcast with Peter Steube of ETR, to hear what the survey firm is seeing around increased spending on Google Cloud.
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.
The Microsoft Teams marketing blitz matters, because Teams and Office 365 Commercial have become high-volume on-ramps for Azure and other cloud services.
Emphasizing the “differentiated” offerings from Google Cloud, CEO Thomas Kurian said last week that his #1 priority is to create a new AI-powered solutions.
Read my open letter response to reports that AWS CEO Andy Jassy said that it’s “folklore” to believe Amazon chews up every industry it enters.
Google Cloud CEO Thomas Kurian said to CNBC this week that his company’s 53% jump in revenue means it’s growing faster than Microsoft and Amazon’s AWS.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.
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.
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.
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.
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.
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.
Google Cloud CEO Thomas Kurian is buying and building new firepower to outflank Microsoft and Amazon in the competitive enterprise-cloud marketplace.
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.