Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
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Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
LinkedIn choosing to move its 645 million users to Azure poses some interesting questions. Ex: what features of the Microsoft cloud convinced LinkedIn?
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.
In a new blog post, Microsoft Azure CTO Mark Russinovich spelled out the nature of three recent cloud failures and oulined changes to come. Here’s my take.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.
A quick overview of how and why Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5, as IBM growth lags behind.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”
Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.
“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
Gain a deeper understanding of SAP’s cloud strategy—read these highlights from my recent interviews with SAP CTO Juergen Mueller and COO Christian Klein.
“Qualtrics as a Game-Changer” || Watch Cloud Wars Top 10 Executive Insights interviews with Juergen Mueller and Christian Klein about SAP’s cloud strategy.