Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
Search Results: christian klein (300)
An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
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.
In this time of rampant disruption, change, and digital-everything, Bill McDermott and ServiceNow are promising to give businesses the gift of speed.
On the recent Amazon earnings numbers, to clarify: anyone who thinks that AWS is “in trouble” or because its growth rate was “only” 29% is nuts.
With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.
Building on an alliance launched half a century ago, IBM and SAP are calling their new initiative “the evolution partnership.”
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
10 dazzling customer engagements Microsoft has disclosed in the past 18 months that highlight Satya Nadella ‘s ambitious view of digital transformation.
Created in deep partnership with Microsoft, FedEx Surround allows customer to dive as deeply as they want into extensive data and analytics.
ServiceNow CEO Bill McDermott regaled investors last week with his thoughts on competitive dynamics, the power of culture and even the Grateful Dead.
With the news of two new Microsoft acquisitions in the networking and telecom space, traditional players in that industry better step up their game.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.