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%.
At Workday Rising, CEO and longtime cloud evangelist Aneel Bhusri said machine learning will become even more disruptive than cloud computing.
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.
It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.
A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.
Microsoft CEO Satya Nadella posted an intriguing video on LinkedIn this week extolling the virtues of what he called a “hyperscale limitless database.”
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?
The Microsoft & UBS deal is indicative of how the rapid spread of cloud-availability regions is enabling global corps to accelerate digital transformation.
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast…
Google Cloud expanding its deal with VMware reveals Kurian’s commitment to offering customers choices, even if those customers choose competitors over GCP.
Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
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.
Alphabet disclosed yesterday that Google Cloud generated quarterly revenue of more than $2 billion for Q2, the 3 months ended June 30. Here’s why.
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?