Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
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Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Stream the latest episode of Uphoff on Industry, where Tony and I talk the changing nature of change management, “new collar” jobs, and more.
The Microsoft & UBS deal is indicative of how the rapid spread of cloud-availability regions is enabling global corps to accelerate digital transformation.
This article is brought to you by Cloudera. || How can CXOs create data-driven companies that out-innovate their competitors and outgrow the market?
The vibrancy of the dynamic SaaS segment is on full display in new customer-centric initiatives from Cloud Wars leaders Salesforce and Workday.
Speaking at a recent investors conference, Aneel Bhusri touched on the Workday + Walmart deal, and how new people-based apps have doubled the HCM market.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.
In this podcast episode: ThomasNet.com CEO Tony Uphoff and I discuss the business implications of a changing U.S. workforce made of 50% millennials.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.
As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.
Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the…
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.
As the digital-transformation phenomenon shifts from boardroom theory to full-blown execution, Salesforce is doubling down on its Customer 360 strategy.