10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
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12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
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.
As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful 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%.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
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.
As the digital-transformation phenomenon shifts from boardroom theory to full-blown execution, Salesforce is doubling down on its Customer 360 strategy.
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.
“Qualtrics as a Game-Changer” || Watch Cloud Wars Top 10 Executive Insights interviews with Juergen Mueller and Christian Klein about SAP’s cloud strategy.
“We’re starting to see things at this tipping point, after which unstoppable change occurs.” I spoke with SVP Steve Daheb about Oracle Cloud breakthroughs.
Within the coming year, Workday will likely report its first $1 billion quarter. Read my key takeaways from the company’s recent Q1 earnings call.
As impressive as Workday Q1 earnings results are, I found CEO Aneel Bhusri’s commentary on machine learning to be even more compelling.
Highlights from my conversation with Will Grannis, who leads the Office of the CTO, about Google Cloud’s strategy as a resurgent player in the Cloud Wars.
“Outsized Returns for Biz, Breakthrough Experiences for Customers” || My talk with Will Grannis of Google Cloud for “Cloud Wars Top 10 Executive Insights.”
We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.
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.