The biggest surprise to me on the top 10 cloud vendors revenue list is Accenture, a big-time player with 2018 cloud revenue of $9 billion, up 23% from 2017.
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It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.
Based on what I’m seeing at the X4 Summit, the SAP Qualtrics acquisition will be seen as one of the great tech industry bargains in history.
The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.
The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.
Read my take on the strategic partnership between Volkswagen and Microsoft that’s transforming the auto maker into a software company focused on mobility.
Oracle’s Autonomous Database customer TaylorMade Golf recently reported that the company’s database performance has improved by 40x. Read my reaction.
C-Suite Priorities in the Digital Age || Cloud Wars’ “Wayne Sadin on Digital Strategy” explores the evolving priorities for boards and CXOs.
ExxonMobil and Albertsons are the latest massive companies to buy Microsoft cloud to accelerate their digital transformations. Here’s why it matters.
Key takeaways from Walmart’s Q4 and full-year earnings results illustrate steps in the Walmart digital transformation journey with Microsoft and beyond.
Unleashing Micro-Opportunities || Cloud Wars’ “Christopher Lochhead on Different” celebrates difference in a world that encourages imitation.
What I find most interesting about Microsoft corporate VP for Azure marketing Julia White’s recent comments about SAP workloads migrating to Azure.
The Cloud Wars CEO priorities offer an intriguing picture of where those companies’ customers—the world’s leading businesses—are headed.
Google Cloud will compete with Microsoft to deliver enterprise tech to 2 billion firstline users, CEO Thomas Kurian indicated.
CEO Thomas Kurian revealed that Google Cloud’s established significant presence in about half of the world’s top 10 companies in multiple sectors.
Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.
Hear the Cloud Wars Live interview with Red Wing Shoes CIO and board member Marc Kermisch, who also heads up the company’s innovation center, The Garage.
On its recent earnings call, Alphabet did not specify Google Cloud revenue, but did confirm that Google Cloud is one of its fastest-growing businesses.
I’ve extracted 10 notable comments from CEO Satya Nadella and CFO Amy Hood during last week’s Microsoft 2018 earnings call, on the cloud and more.
Microsoft has posted 2018 cloud revenue of $32.2 billion, giving it an insurmountable lead as the world’s largest cloud provider over Amazon.