In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
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CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
First in a 10-part series on the biggest challenge facing each of the Cloud Wars Top 10: Microsoft has forged lots of partnerships. Can it keep them?
Amazon’s new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
A year after rivals Microsoft & Oracle paired up in cloud, MSFT is focused on replacing Oracle on-prem databases with their cloud database.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
Few if any companies have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through.
Stream the Cloud Wars Live podcast to hear about the rising number of companies considering re-shoring manufacturing, from Thomas CEO Tony Uphoff.
On Salesforce’s Q1 earnings call, Marc Benioff delivered inspiration, offering business leaders hope and confidence to in the midst of economic devastation.
Created in deep partnership with Microsoft, FedEx Surround allows customer to dive as deeply as they want into extensive data and analytics.
ServiceNow CEO Bill McDermott regaled investors last week with his thoughts on competitive dynamics, the power of culture and even the Grateful Dead.
Guest author Jiri Kram takes through the last decade or so, to explore how 151-year old Goldman Sachs is becoming a technology company.
Video-conferencing company 8×8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.
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.
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.