The Microsoft Teams marketing blitz matters, because Teams and Office 365 Commercial have become high-volume on-ramps for Azure and other cloud services.
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Stream the latest Cloud Wars Live podcast. Wayne Sadin and I discuss the promise of shadow IT, or collaborative IT: creating a single source of truth.
Read my open letter response to reports that AWS CEO Andy Jassy said that it’s “folklore” to believe Amazon chews up every industry it enters.
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
ServiceNow CEO Bill McDermott recently offered a come-one, come-all invitation to enterprise-apps players like Salesforce and SAP to partner up for CRM.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
Now that he’s got Microsoft innovating and executing as well as any company on Earth, Satya Nadella has set his sights on digitalizing the world.
The most-disruptive initiative at high-flying ServiceNow is how new CEO Bill McDermott is redefining and redirecting the enterprise software business.
On yesterday’s Q4 earnings call, SAP said Qualtrics & experience management are its growth engines for the future, but that it won’t abandon its past.
Stream the latest episode of Cloud Wars Live, to hear Tony Uphoff explain why Industry 4.0 will kick into full swing in 2020—and what the impact will be.
Here’s what stood out to me in Microsoft Azure CTO Mark Russinovich’s latest blog post about how the team is boosting Azure reliability.
Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
IBM saw its Q4 cloud revenue jump 23%. But CEO Ginni Rometty cannot afford another post-Q4 dropoff. I’ve brainstormed 5 ways that IBM can maintain its pace.
Stream the latest episode of Sadin on Digital from Cloud Wars Live, to hear Wayne Sadin explain how legacy companies can flip the switch to modern tech.
How does new CEO Bill McDermott plan to meet ServiceNow’s 2020 challenge, of reaching $10B in revenue & setting new standards for the biz-software industry?
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
As 2020 gets underway, and IBM prepares to release its Q4 2019 numbers, it’s perfectly clear that the #1 challenge IBM’s cloud business faces is growth.
Stream the latest episode of Ammirati on Innovation, a Cloud Wars Live podcast, where we talk 2020 predictions, from Walmart to Slack to AWS and more.
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.