Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
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The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.
The primary ingredient in digital transformation is optimizing the customer experience. Read how 2 Microsoft manufacturing customers describe their efforts.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
This episode is sponsored by Apps Associates. I spoke with 2 Apps Associates execs about cloud migration myths, based on a survey of 300+ decision-makers.
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.
New, parallel efforts by SAP & Microsoft to drive innovation within digital manufacturing: the Open Industry 4.0 Alliance & the Open Manufacturing Platform.
As challenging as it is to change enterprise tech, it’s harder to change human behavior. Here’s how Dean Del Vecchio cultivates a culture of innovation.
After we shared a Cloud Wars Top 10 by revenue, some readers asked about the leading cloud vendors’ growth rates. Here’s our breakdown and analysis.
At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.
I spoke with Dean Del Vecchio about how AWS is helping power a sweeping digital transformation at 158-year-old insurance company Guardian Life.
Listen to a new Cloud Wars Live with Dean Del Vecchio, EVP, CIO, and Chief of Operations at Guardian Life, on the sweeping nature of digital transformation.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.