Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
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The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.
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.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
Stream the premiere of “Uphoff on Industry,” a new monthly series from Cloud Wars Live. Tony and I discuss manufacturing, B2B transformation, and more.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
Microsoft quarterly cloud revenue is likely to crack an unprecedented $10B when the company posts its results on April 24. Here’s my look at the numbers.
Eager to move from underperformer to world-class competitor, Google Cloud and CEO Thomas Kurian have outlined some key themes at the Next ’19 conference.
At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.
Here’s what I think Thomas Kurian and the Google Cloud team must say and do at Next ’19, their big global customer conference, to maintain their momentum.
As challenging as it is to change enterprise tech, it’s harder to change human behavior. Here’s how Dean Del Vecchio cultivates a culture of innovation.
Check out my Cloud Wars Live interview with Andreas Larsson of Electrolux, who is overseeing dramatic customer-centric transformations.
After we shared a Cloud Wars Top 10 by revenue, some readers asked about the leading cloud vendors’ growth rates. Here’s our breakdown and analysis.
At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.
As the first quarter of 2019 draws to a close, here is the one key question for each of the top 10 cloud vendors in the world.
Dive into my wide-ranging conversation with UL CDO Christian Anschuetz, a former Marine Corps Captain and current leader at product testing and safety firm.
I pulled 5 thoughts from Satya Nadella’s first email to his Microsoft colleagues that are likely to resonate with every leader in today’s high-change world.