ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.
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As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
Since we’ve taken a close look at Oracle and its Autonomous Database, I asked Microsoft for its take on self-tuning, self-securing databases.
A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.
Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?
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.
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.
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.
“We’re starting to see things at this tipping point, after which unstoppable change occurs.” I spoke with SVP Steve Daheb about Oracle Cloud breakthroughs.
“Preparing for Unstoppable Change” | Watch or stream my conversation with SVP Steve Daheb about Oracle’s cloud strategy, Autonomous Database, and more.