Despite the cloud revenue totals that Microsoft and Amazon announce each quarter, the media will continue its delusion that AWS is #1. Watch and see.
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New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
His above-and-beyond efforts amid the COVID-19 crisis are just the latest examples of Marc Benioff ‘s remarkable abilities as a leader.
In an exclusive Cloud Wars interview, SAP co-CEO Christian Klein explained why SAP’s forward-looking approach to ERP is helping customers embrace the cloud.
Its fast-growing Financials biz and enhanced product lineup have made Workday a very serious competitor vs. traditional heavyweights Oracle and SAP.
Every time I start to get the impression that Microsoft is trying to do too many things too quickly, I take a look at comments from CFO Amy Hood.
As Workday prepares to release quarterly and 12-month financial results later today, let’s consider its tagline: “Built for the Future.”
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.
The Microsoft Teams marketing blitz matters, because Teams and Office 365 Commercial have become high-volume on-ramps for Azure and other cloud services.
At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
Google Cloud CEO Thomas Kurian said to CNBC this week that his company’s 53% jump in revenue means it’s growing faster than Microsoft and Amazon’s AWS.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.
Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
Now that he’s got Microsoft innovating and executing as well as any company on Earth, Satya Nadella has set his sights on digitalizing the world.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
Here’s what stood out to me in Microsoft Azure CTO Mark Russinovich’s latest blog post about how the team is boosting Azure reliability.
Google Cloud CEO Thomas Kurian is buying and building new firepower to outflank Microsoft and Amazon in the competitive enterprise-cloud marketplace.
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?