Amazon – AWS cloud-computing unit will post exceptionally strong numbers, and those numbers will fail to match those of Microsoft’s in The Cloud.
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Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.
SaaS industry will no longer support many hundreds or even thousands of boutique apps firms and will consolidate rapidly around a dozen or so top players.
Just a handful of the world’s leading cloud vendors are on pace to generate $100 billion in combined enterprise-cloud revenue this calendar year.
Satya Nadella’s cloud business, Microsoft, is growing at a stunning 58%–and the enterprise cloud hasn’t even begun to reach the fat part of the market.
Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported.
I wonder if Amazon cloud chief Andy Jassy knows—& takes any comfort from—the history of Bum Phillips? It’s Amazon’s last chance to catch #1 Microsoft in Q1?
Three largest enterprise-cloud providers—Microsoft, Amazon and IBM—all closing in on $20 billion in trailing-12-month revenue. What cloud powerhouse wins?
Top executives at Microsoft, SAP and Oracle recently pledged to make customer success, not satisfaction or loyalty, their biggest priority in 2018.
Microsoft’s Executive VP and CFO Amy Hood offers remarkable insights into why everything in Redmond seems to be humming along beautifully these days.
The Big 3 Cloud Wars leaders —Microsoft ($18.6B), Amazon ($17.5 billion) and IBM ($17.0B)—combined for 2017 earnings cloud revenue of $53.1B.
The person most responsible for Microsoft’s extraordinary turnaround and near-miracle reversal is Satya Nadella, my Cloud Wars CEO of the year for 2017.