Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.
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Why would any company competing with Amazon voluntary subsidize bare-knuckle competitor Amazon by choosing subsidiary AWS as its cloud-computing vendor?
Oracle recently unleashed new SaaS services and capabilities designed to make it easier and faster for customers to take full advantage of the cloud.
SaaS industry will no longer support many hundreds or even thousands of boutique apps firms and will consolidate rapidly around a dozen or so top players.
Microsoft has unleashed an AI technology strategy that’s as complete and ambitious as any you’ll find from any company in the world.
Just a handful of the world’s leading cloud vendors are on pace to generate $100 billion in combined enterprise-cloud revenue this calendar year.
Oracle CEO Mark Hurd said this week that 95 percent of cyberattacks are on databases that administrators have failed to patch for more than 9 months
Satya Nadella’s cloud business, Microsoft, is growing at a stunning 58%–and the enterprise cloud hasn’t even begun to reach the fat part of the market.
Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.
I wonder if Amazon cloud chief Andy Jassy knows—& takes any comfort from—the history of Bum Phillips? It’s Amazon’s last chance to catch #1 Microsoft in Q1?
Three largest enterprise-cloud providers—Microsoft, Amazon and IBM—all closing in on $20 billion in trailing-12-month revenue. What cloud powerhouse wins?
Salesforce.com announced its intention several days ago to acquire API vendor Mulesoft for $6.5 billion, and Marc Benioff’s decision was smart.
Oracle founder Larry Ellison said Oracle will beat Amazon in the cloud by releasing a sweeping set of “self-driving”, cloud solutions.
Salesforce.com: CEOs are making digital transformation their top priority, & the recent U.S. tax cuts are giving them the resources to be aggressive.
Some of Microsoft’s largest customers are moving their production SAP workloads as well as other mission-critical applications to the Azure Cloud.
Top executives at Microsoft, SAP and Oracle recently pledged to make customer success, not satisfaction or loyalty, their biggest priority in 2018.
SAP is predicting its cloud revenue will overtake its license revenue this year due to having “the most complete cloud in the enterprise,” CEO McDermott.
ServiceNow has pushed its way into a tiny group of cloud-software vendors that customers feel are truly strategic partners, says ServiceNow’s CEO Donahoe.
Microsoft’s Executive VP and CFO Amy Hood offers remarkable insights into why everything in Redmond seems to be humming along beautifully these days.
The Big 3 Cloud Wars leaders —Microsoft ($18.6B), Amazon ($17.5 billion) and IBM ($17.0B)—combined for 2017 earnings cloud revenue of $53.1B.