Every time I start to get the impression that Microsoft is trying to do too many things too quickly, I take a look at comments from CFO Amy Hood.
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During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
Salesforce CEO Marc Benioff: “With our recent acquisition of Tableau, we’re turning Customer 360 data into actionable insights… available to every user.”
Stream the latest Cloud Wars Live podast: Tony Uphoff explains how the response to coronavirus in Wuhan illuminates changes in modern manufacturing.
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
On yesterday’s Q4 earnings call, SAP said Qualtrics & experience management are its growth engines for the future, but that it won’t abandon its past.
Stream the latest episode of Cloud Wars Live, to hear Tony Uphoff explain why Industry 4.0 will kick into full swing in 2020—and what the impact will be.
Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
Stream the latest episode of Sadin on Digital from Cloud Wars Live, to hear Wayne Sadin explain how legacy companies can flip the switch to modern tech.
As 2020 gets underway, and IBM prepares to release its Q4 2019 numbers, it’s perfectly clear that the #1 challenge IBM’s cloud business faces is growth.
In 2020, Google Cloud’s top challenge will be creating a new breed of enterprise apps that exploit its capabilities in data, ML, AI, analytics & beyond.
Stream the latest episode of Ammirati on Innovation, a Cloud Wars Live podcast, where we talk 2020 predictions, from Walmart to Slack to AWS and more.
Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.
SAP’s big 2020 challenge is this: can it convince a marketplace that thinks in terms of ERP-HCM-ERP that experience management is the new model?
Stream the latest episode of Cloud Wars Live, to hear Tony Uphoff share how ThomasNet is leveraging data and why leaders are displacing managers.
The cloud vendor’s phenomenal growth will crumble if Microsoft Azure and its reputation for reliability is anything less than superb in 2020.
A meta-article of the year’s top stories to guide you through what happened in 2019 and where things are headed in the Cloud Wars.
Stream this episode of the Cloud Wars Live podcast to hear Wayne Sadin ‘s recommendations, warnings and ideas from his 2020 memo to boards and the C-Suite.