Why Salesforce executives are lavishing praise on MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player.
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SAP and Salesforce both held investor-day events last month, based on which I made some educated guesses as to their future cloud revenue accomplishments.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
A list of what each of the world-changing powerhouse vendors on my Cloud Wars Top 10 should be celebrating this Thanksgiving.
Rejuvenated by Red Hat and fusing traditional strengths w/ powerful innovation, IBM is redefining the booming cybersecurity market with new cloud solutions.
“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
IBM is exploiting its unmatched financial-services expertise by creating that industry’s first public-cloud platform with Bank of America.
Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.
Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.
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.”