In leading with an “architectural war,” new CEO Arvind Krishna missed a chance to showcase IBM’s true strength and differentiation in the cloud.
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A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.
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.
The fact that Microsoft recently made in error in reporting a massive Azure surge is understandable. But its lame correction to that error is unacceptable.
Stream a new episode of the Cloud Wars Live podcast, to hear my conversation with Christopher Lochhead about responding to COVID-19 with radical generosity.
As COVID-19 drives millions to WFH, Microsoft Teams could be growing more rapidly in terms of users than any enterprise application in history.
Responding to the continued disruption of COVID-19, the CEOs of SAP and Microsoft shared powerful letters to their employees and extended communities.
Stream the latest episode of the Cloud Wars Live podcast. Thomas CEO Tony Uphoff walks us thru data trends, the impact of COVID-19 on supply chains & more.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
Stream a new Cloud Wars Live podcast episode, with AI expert Ben Rewis. We explore the AI dilemma: the need for regulation alongside innovation.
This article is brought to you by Nutanix. Cloudmania has not killed off on-premises tech, and a new study from Nutanix and IDC helps explain why.
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.
My take on how Google Cloud snatched AWS client Major League Baseball (MLB) on the strength of multiple technologies plus YouTube and Ad Manager.
Stream the first episode of “Araujo on Transformation,” a new podcast series from Cloud Wars Live with author and speaker Charles Araujo.
Stream the latest episode of the Cloud Wars Live podcast, where Sean Ammirati and I discuss the many reasons why Amazon should spin out AWS.
Salesforce CEO Marc Benioff announced his company’s record Q4 and fiscal-2020 earnings results, along with the departure of former co-CEO Keith Block.
As Workday prepares to release quarterly and 12-month financial results later today, let’s consider its tagline: “Built for the Future.”