Salesforce.com execs raved about how C-suites now regard data and application integration as indispensable elements of digital transformation.
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In today’s blindingly fast world of digital business, it’s no longer enough for every business to become a software business they must become an AI company.
#1 Microsoft Widens Lead as commercial-cloud revenue surged 53% to $6.9 billion and gave it an $800-million spread for the quarter over Amazon.
Amazon – AWS cloud-computing unit will post exceptionally strong numbers, and those numbers will fail to match those of Microsoft’s in The Cloud.
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.
Microsoft decides to become a global community powerhouse via the acquisitions of LinkedIn two years ago and GitHub last week.
As SAP & Salesforce compete, the biggest winners will be business customers who’ll stand to gain huge value from fruits of this bare-knuckles competition.
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.
Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.
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?
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”
Three largest enterprise-cloud providers—Microsoft, Amazon and IBM—all closing in on $20 billion in trailing-12-month revenue. What cloud powerhouse wins?
Salesforce.com announced its intention several days ago to acquire API vendor Mulesoft for $6.5 billion, and Marc Benioff’s decision was smart.
Oracle founder Larry Ellison said Oracle will beat Amazon in the cloud by releasing a sweeping set of “self-driving”, cloud solutions.
Top executives at Microsoft, SAP and Oracle recently pledged to make customer success, not satisfaction or loyalty, their biggest priority in 2018.
SAP is predicting its cloud revenue will overtake its license revenue this year due to having “the most complete cloud in the enterprise,” CEO McDermott.
ServiceNow has pushed its way into a tiny group of cloud-software vendors that customers feel are truly strategic partners, says ServiceNow’s CEO Donahoe.
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.