Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…
Search Results: aneel bhusri (158)
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
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%.
ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.
As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
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.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
The vibrancy of the dynamic SaaS segment is on full display in new customer-centric initiatives from Cloud Wars leaders Salesforce and Workday.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
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.
There’s little chance that Salesforce is getting into HCM, but after a week of stunning announcements in Cloud Wars, it’s probably best to never say never.
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.
It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.
My take: if Workday can back up its big claims about fast, low-cost deployments for customers, Oracle and SAP will have no choice but to catch up.