While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
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Under Bill McDermott, ServiceNow is undergoing a sweeping transformation from quirky outsider to indispensable and mainstream enterprise cloud essential.
Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
Despite the cloud revenue totals that Microsoft and Amazon announce each quarter, the media will continue its delusion that AWS is #1. Watch and see.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
In leading with an “architectural war,” new CEO Arvind Krishna missed a chance to showcase IBM’s true strength and differentiation in the cloud.
A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.
The fact that Microsoft recently made in error in reporting a massive Azure surge is understandable. But its lame correction to that error is unacceptable.
This article is brought to you by Nutanix. The need for resilient tech infrastructure has never been more urgent—especially when it can deliver strong ROI.
SAP tells Cloud Wars that buyer postings are up 51% and supplier responses are up 177% since it made Ariba Discovery free amid the coronavirus crisis.
As COVID-19 drives millions to WFH, Microsoft Teams could be growing more rapidly in terms of users than any enterprise application in history.
Responding to the continued disruption of COVID-19, the CEOs of SAP and Microsoft shared powerful letters to their employees and extended communities.
The first in a series exploring the coronavirus response from major tech vendors: how Salesforce, ServiceNow & Workday are supporting their communities.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.