Seven quarters after bottoming out, SAP has returned with a set of Q4 cloud results along with the company’s outlook for the coming year.
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Una señal segura de que las Guerras de la Nube se están volviendo más lucrativas e intensas es cómo el…
Revenue jumped and backlog soared in Q3 for the SAP S/4HANA cloud ERP suite that archrival Oracle has trashed repeatedly.
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, the competing product from Oracle grew at 46%.
Why are major tech companies investing in industry clouds solutions? Check out the breakdown in this “Back @ IT” podcast
I’ve seen speculation that Google Cloud will be the big winner as it swoops in to become the preferred cloud-infrastructure partner for SAP.
SAP is partnering with investment firm Dediq that will pump more than $600 million into a new joint FinTech venture, Fioneer.
I spoke with EVP Jujhar Singh about the ways in which Salesforce is making its industry clouds part of its mainstream business.
SAP has a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections.
Late last month, Nadella declared that the world’s #1 cloud vendor will intensify its “industry-first focus.”
Look for Larry Ellison to come out swinging against major rivals during the March 10 Oracle Q3 earnings call.
Microsoft is preparing to compete in what could be the hottest cloud segment of 2021: industry-specific cloud solutions.
Amazon’s AWS cloud unit had an excellent year with revenue of $45.4B, but Microsoft blew past that w/ 2020 commercial cloud revenue of $59.5B.
To truly understand the ServiceNow phenomenon, the best place to start is inside the relentlessly quotable mind of CEO Bill McDermott.
Google Cloud Q4 growth happened far more rapidly than any other cloud provider, but that’s not because the others were slacking.
Extending its year-long run as the world’s fastest-growing major cloud vendor, Google Cloud Q4 revenue soared to $3.83 billion.
January 2021 saw some major cloud database developments in a fast-moving, fast-growing, customer-demand-driven market.
ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking IBM down to #9.
Qualtrics Chairman Ryan Smith on the wildly creative approach that has enabled his experience-management company to grow so rapidly.
During the Microsoft fiscal Q2 earnings call, Satya Nadella and Amy Hood revealed how Microsoft has become the world’s #1 cloud provider.