Google Cloud expanding its deal with VMware reveals Kurian’s commitment to offering customers choices, even if those customers choose competitors over GCP.
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Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
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.
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.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
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.
A major driver behind Oracle stock hitting an all-time high Wednesday was its revolutionary “self-driving” Autonomous Database.
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.
“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.
Highlights from my conversation with Will Grannis, who leads the Office of the CTO, about Google Cloud’s strategy as a resurgent player in the Cloud Wars.
“Disrupt Yourself or Be Disrupted” || Stream a new podcast episode with Larry Socher of Accenture for “Cloud Wars Top 10 Executive Insights.”
The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.
In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.
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.
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.
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.