Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
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Stream the new Uphoff on Industry, a Cloud Wars Live podcast. Tony and I discuss the diminishing role of the sales rep and the knowledge of the customer.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.
As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.
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.
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…



















