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.
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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.
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.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
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.
Watch or stream episode 4 of Sadin on Digital, where we discuss the new generation of ERP solutions—and how CEOs and the board should assess them.
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.
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.
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.
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.
The biggest surprise to me on the top 10 cloud vendors revenue list is Accenture, a big-time player with 2018 cloud revenue of $9 billion, up 23% from 2017.
CarMax CIO Shamim Mohammad shared valuable insights with me about how digital transformation is helping his company thrive in the current digital world.
The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.
Read my take on the strategic partnership between Volkswagen and Microsoft that’s transforming the auto maker into a software company focused on mobility.
ExxonMobil and Albertsons are the latest massive companies to buy Microsoft cloud to accelerate their digital transformations. Here’s why it matters.
Google Cloud will compete with Microsoft to deliver enterprise tech to 2 billion firstline users, CEO Thomas Kurian indicated.
CEO Thomas Kurian revealed that Google Cloud’s established significant presence in about half of the world’s top 10 companies in multiple sectors.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.