Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
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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.
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.
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.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.
“Disrupt Yourself or Be Disrupted” || Stream a new podcast episode with Larry Socher of Accenture for “Cloud Wars Top 10 Executive Insights.”
The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.
In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.
My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.
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.
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.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.
The primary ingredient in digital transformation is optimizing the customer experience. Read how 2 Microsoft manufacturing customers describe their efforts.
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.
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.
At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.
New, parallel efforts by SAP & Microsoft to drive innovation within digital manufacturing: the Open Industry 4.0 Alliance & the Open Manufacturing Platform.
Check out my Cloud Wars Live interview with Andreas Larsson of Electrolux, who is overseeing dramatic customer-centric transformations.