With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
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Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.
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.
On this episode of Ammirati on Innovation, Sean and I talk about Microsoft and Oracle as bedfellows, balancing customer and user concerns, and much more.
Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.
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.
A quick overview of how and why Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5, as IBM growth lags behind.
Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the…
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
A major driver behind Oracle stock hitting an all-time high Wednesday was its revolutionary “self-driving” Autonomous Database.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
According to Gartner data, Salesforce racked up 2018 CRM market share of 19.5% in 2018—while the combined share for SAP, Oracle and Adobe was 18.9%.
At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
SVP for strategy & head of Workday Ventures Leighanne Levensaler shared the core principles fueling Workday’s rise within the digital-transformation boom.
Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.
“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
There’s little chance that Salesforce is getting into HCM, but after a week of stunning announcements in Cloud Wars, it’s probably best to never say never.