On the Cloud Wars Live podcast, Sean Ammrati and I discuss industry innovations, including the potential for an AWS IPO from Amazon.
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The surging and superior results from Amazon’s “traditional” businesses might provide Bezos with the impetus to spin out AWS next year.
Did SAP suffer a mortal blow with Q3 results or will the company be able to rally behind the customer-centric vision of CEO Christian Klein?
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
A few reasons why I believe that Satya Nadella and the Microsoft executive team are extremely pleased with continued hyper growth from Azure.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
While I applaud the CEO’s unblinking confidence, I have questions about why SAP is spinning out Qualtrics, a company said to be SAP’s crown jewel.
40-year-old Christian Klein gave a confident performance on the SAP Q2 earnings call of which a CEO of any age would be proud.
On the Cloud Wars Live podcast, Tony Uphoff and I talk workspace trends, from hiring upticks to open office plans to the new remote work reality.
As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
Last week in Oracle’s Q4 earnings call, Larry Ellison said not a single word about SAP customers defecting to Oracle that he had twice promised.
Read what Workday CEO Aneel Bhusri had to say to investors about how the limitations of on-premises systems are hampering companies’ recovery efforts.
Stream the Cloud Wars Live podcast to hear about the rising number of companies considering re-shoring manufacturing, from Thomas CEO Tony Uphoff.
On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
In a profound development for Salesforce, its fastest-growing category is “Platform and Other,” surpassing Service, Sales, Marketing & Commerce clouds.