Microsoft will “invest deeply in the individual capabilities of industry cloud.” – corporate VP Alysa Taylor on the move to verticalize
Search Results: Oracle CLoud (2060)
Senior VP of IBM Cloud Howard Boville shared in a recent conversation his POV on industry clouds, business processes, and much more.
On last week’s earnings call, Alphabet CFO Ruth Porat said, “As for Google Cloud… we will continue to invest aggressively.”
Read for insights from the leader of industry solutions at Google Cloud, Lori Mitchell-Keller, about this booming business.
Stream this episode for my conversation with Lori Mitchell-Taylor about Google Cloud’s customer-first approach to industry solutions.
For Q1, Google + Amazon’s cloud revenues totaled $17.5 billion. Meanwhile, Microsoft posted Q1 cloud revenue of $17.7 billion, up 33%.
Stream this episode for my conversation with Alysa Taylor of Microsoft about bringing to life the “industry-first” vision for customers.
Microsoft will release Q1 (its fiscal-Q3) numbers later today, and I see no indications that its rising rate of cloud growth will taper off.
SAP CEO Christian Klein and Oracle chairman Larry Ellison have very different views of which company is winning the cloud ERP battle.
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.
“Industry networks will be the absolutely key differentiator moving forward,” SAP Industries president Peter Maier told me.
The complexities of database migration were highlighted unexpectedly on recent earnings calls for Snowflake and Google Cloud.
With every Top 10 company—particularly Google, Microsoft, SAP—declaring that industry clouds are a top priority, Salesforce has competition.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.
Snowflake is focused on vertical-industry apps, a major part of its hypergrowth that’s enhancing its credibility among large enterprises.
With an industry-cloud run rate of $1 billion, privately held Infor is among the cloud leaders for vertical apps and solutions.
Its disruptive impact and surging growth rates give Snowflake full credibility for inclusion among the Cloud Wars Top 10 companies.
Last week, Kurian said that Google Cloud’s move into industry-specific solutions “is reflective of our view of where the cloud needs to go.”
Look into the multifaceted strategy that Salesforce is taking as the company looks to take the lead in the industry-cloud market.