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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10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
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.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
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.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.
Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.
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.
“Can IBM Become #1 In Hybrid Solutions?” | Stream the latest episode of Cloud Wars Top 10 Executive Insights, focused on IBM’s cloud strategy.
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.
“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.
At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.
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.
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.