The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.
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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.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
Eager to move from underperformer to world-class competitor, Google Cloud and CEO Thomas Kurian have outlined some key themes at the Next ’19 conference.
At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.
New, parallel efforts by SAP & Microsoft to drive innovation within digital manufacturing: the Open Industry 4.0 Alliance & the Open Manufacturing Platform.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
Read my interview with Murad LLC Senior Director Rishabh Sinha. We discussed how internal digital transformation impacts employee and customer satisfaction.
As the first quarter of 2019 draws to a close, here is the one key question for each of the top 10 cloud vendors in the world.
Dive into my wide-ranging conversation with UL CDO Christian Anschuetz, a former Marine Corps Captain and current leader at product testing and safety firm.
A new survey has raised concerns about Microsoft and Amazon lock-in among business customers in a majority of the product categories. I say, no worries.
Chris Lochhead explores the ways that exponentialism has driven innovation in business, culture, and other areas—more so than incrementalists do.
I read through Oracle EVP Steve Miranda’s Miranda blog post released this morning as Oracle kicks off its Modern Customer Experience event in Las Vegas.
Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.
$100-Million Lessons from AWS and Lyft || This episode of “Ammirati on Innovation” examines the recent news about Amazon and Lyft’s pricey partnership.
The Amazon Lyft $8 million per-month deal for infrastructure and data-management servies via AWS has sparked new questions. Namely, is it worth it?
Cybersecurity and the C-Suite || Cloud Wars’ “Wayne Sadin on Digital Strategy” explores how and why cybersecurity has become a strategic differentiator.
I spoke with Topcon VP Kris Cowles about how the cloud is helping her global company serve customers better—and why she loves working in IT.