Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
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Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.
Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?
Google Cloud expanding its deal with VMware reveals Kurian’s commitment to offering customers choices, even if those customers choose competitors over GCP.
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud has moved up to #6 in the Cloud Wars Top 10 on the strength of its recent $2B Q.
10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
Alphabet disclosed yesterday that Google Cloud generated quarterly revenue of more than $2 billion for Q2, the 3 months ended June 30. Here’s why.
LinkedIn choosing to move its 645 million users to Azure poses some interesting questions. Ex: what features of the Microsoft cloud convinced LinkedIn?
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.
Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.
Highlights from my conversation with Will Grannis, who leads the Office of the CTO, about Google Cloud’s strategy as a resurgent player in the Cloud Wars.
“Outsized Returns for Biz, Breakthrough Experiences for Customers” || My talk with Will Grannis of Google Cloud for “Cloud Wars Top 10 Executive Insights.”
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.
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.
At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.
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.
Google Cloud will compete with Microsoft to deliver enterprise tech to 2 billion firstline users, CEO Thomas Kurian indicated.