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.
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A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.
There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.
With Workday Rising opening today, let’s preview 3 key questions Workday faces as it embarks on a journey toward becoming a $10-billion global powerhouse.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
Stream the latest episode of Cloud Wars Live to hear VC Sean Ammirati’s thoughts on WeWork’s fishy metrics and the departure of CEO Adam Neumann.
It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.
This article is brought to you by Cloudera. || Insights about the data-powered future from a new Harvard Business Review Analytic Services report.
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.
Stream the latest episode of Cloud Wars Live. All-Star guest Wayne Sadin shares his essential knowledge of “technical debt” and the risks of falling behind.
Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Oracle founder Larry Ellison said his booming cloud business is peeling away SAP customers and will eventually unseat SAP as the world’s #1 ERP provider.
Microsoft CEO Satya Nadella posted an intriguing video on LinkedIn this week extolling the virtues of what he called a “hyperscale limitless database.”
In a new episode of Cloud Wars Live, Sean Ammirati and I discuss why a big company might fail to pursue innovation and become an entrepreneur. And more!
Workday CEO Aneel Bhusri says that about 50% of the Fortune 100 have subscribed to Workday’s cloud HCM services. Of those 50, 35 are already live.
How Oracle is invigorating its Oracle Analytics business and leadership under the direction of group vice president Bruno Aziza.
The Microsoft & UBS deal is indicative of how the rapid spread of cloud-availability regions is enabling global corps to accelerate digital transformation.