ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.
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In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
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.
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.
The recent Oracle Analytics Summit will be regarded as a turning point, as the company reset its strategy around customers, simplicity and integration.
The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
SVP for strategy & head of Workday Ventures Leighanne Levensaler shared the core principles fueling Workday’s rise within the digital-transformation boom.
“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.
“Qualtrics as a Game-Changer” || Watch Cloud Wars Top 10 Executive Insights interviews with Juergen Mueller and Christian Klein about SAP’s cloud strategy.
“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.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
I spoke with Under Armour SVP of Global IT TJ Graven at SAP Sapphire 2019. Here are highlights from our conversation about innovation, Qualtrics, and more.
“Innovation, Transparency, Roadmaps, and More” | Watch my video interview with TJ Graven, Under Armour’s SVP of Global IT, from SAP Sapphire Now 2019.
As SAP and Qualtrics usher in a new era of experience management, Bill McDemott told me at Sapphire Now 2019 that his company’s best days are ahead of it.
In an exclusive interview during SAP Sapphire 2019, SAP CEO Bill McDermott sat down with Cloud Wars to talk the past, present, and future of his company.
In the traditional world of the National Hockey League, where change has often been about as welcome as a slap…
“Outsized Returns for Biz, Breakthrough Experiences for Customers” || My talk with Will Grannis of Google Cloud for “Cloud Wars Top 10 Executive Insights.”