Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
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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.
During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
In a new blog post, Microsoft Azure CTO Mark Russinovich spelled out the nature of three recent cloud failures and oulined changes to come. Here’s my take.
The recent Oracle Analytics Summit will be regarded as a turning point, as the company reset its strategy around customers, simplicity and integration.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
On this episode of Ammirati on Innovation, Sean and I talk about Microsoft and Oracle as bedfellows, balancing customer and user concerns, and much more.
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
According to Gartner data, Salesforce racked up 2018 CRM market share of 19.5% in 2018—while the combined share for SAP, Oracle and Adobe was 18.9%.
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.
“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.
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.
There’s little chance that Salesforce is getting into HCM, but after a week of stunning announcements in Cloud Wars, it’s probably best to never say never.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
Gain a deeper understanding of SAP’s cloud strategy—read these highlights from my recent interviews with SAP CTO Juergen Mueller and COO Christian Klein.