Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.
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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.
Oracle has become the most highly touted and heavily hyped (autonomous database) product ever introduced by Oracle—and perhaps by any tech company.
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.
CarMax CIO Shamim Mohammad shared valuable insights with me about how digital transformation is helping his company thrive in the current digital world.
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.
ExxonMobil and Albertsons are the latest massive companies to buy Microsoft cloud to accelerate their digital transformations. Here’s why it matters.
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.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.
Congratulations to Amazon Web Services’ Andy Jassy, my CEO of the year 2018, for a fabulous year and the recognition he and his company clearly deserve.
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.
SAP today predicted that its SAP cloud revenue will triple by 2023, thanks to its Qualtrics acquisition and the emerging “experience economy.”
What a new study of more than 700 finance leaders reveals about the future of cloud ERP and AI, especially for market leaders Oracle, Workday and SAP.
During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,