Stream the Cloud Wars Live podcast to hear about the rising number of companies considering re-shoring manufacturing, from Thomas CEO Tony Uphoff.
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On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
In a profound development for Salesforce, its fastest-growing category is “Platform and Other,” surpassing Service, Sales, Marketing & Commerce clouds.
On Salesforce’s Q1 earnings call, Marc Benioff delivered inspiration, offering business leaders hope and confidence to in the midst of economic devastation.
From the Workday fiscal 2021 Q1 earnings call, a collection of key comments from CEO Aneel Bhusri and his executive team on customers, competition & more.
On the Workday fiscal Q1 earnings call later today (May 27), I expect CEO Aneel Bhusri to make some pointed comments about the competitive landscape.
This episode is brought to you by RSA. Stream my talk with VP of HR Mignonette Silot-Chang to hear her advice for leaders navigating the COVID-19 crisis.
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.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.
To grow revenue and make Oracle into a big-time IaaS player, Larry Ellison is changing the rules of the game to align with his strengths.
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.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
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.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.