Microsoft, IBM & SAP posted a combined $13 billion in calendar-Q2 cloud revenue, led by Microsoft’s commercial-cloud growth rate of 53% to $6.9 billion.
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Walmart has commited to massive 5-year cloud deal with Microsoft that extends the two companies’ existing partnership, accelerating digital transformation.
Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.
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 decides to become a global community powerhouse via the acquisitions of LinkedIn two years ago and GitHub last week.
As SAP & Salesforce compete, the biggest winners will be business customers who’ll stand to gain huge value from fruits of this bare-knuckles competition.
As competition among top cloud vendors intensifies, cloud customer success is rapidly emerging as strategic differentiator more important than snazzy tech.
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.
Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported.
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?
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”
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.