Highlights from my interview with Qualtrics’ CEO Ryan Smith at SAP Sapphire Now 2019: how “experience management” and “intelligent enterprise” fit together.
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On ServiceNow Q1 earnings call, the digital-workflow leader announced that it’s preparing to release a new employee-experience SaaS product. Here’s my take.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
After we shared a Cloud Wars Top 10 by revenue, some readers asked about the leading cloud vendors’ growth rates. Here’s our breakdown and analysis.
Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.
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.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
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.
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.
IBM’s new hybrid cloud megadeals show why the vendor has retained the #5 spot in the Cloud Wars Top 10 here at the outset of 2019.
My list of the world’s top 5 cloud vendors, including both cloud-natives and “legacy” veterans, and what they’ve done to earn the lofty spots.
A look at how 3 cloud heavyweights—Oracle, SAP and Google Cloud—are positioning themselves for the coming hybrid-cloud revolution.
Larry Ellison using Oracle Autonomous Database to redefine the cloud industry to play to Oracle’s dominant strengths instead of its Amazon-era weaknesses.
Remarks from Microsoft’s EVP and CMO Chris Capossela in late 2018 shed light on Microsoft’s marketing strategy going into 2019.
Salesforce, SAP, and Oracle’s CRM battle will continue to escalate in 2019. Read why Salesforce is in a great position to dominate the race.
Discover the 5 most-listened-to episodes from the Cloud Wars Live series, the Cloud Wars podcasts arm launched in 2018 to explore digital transformation.
Hear the Cloud Wars Live Dion Hinchcliffe interview: a leading tech analyst shares his thoughts on talent retention and optimization in today’s world.