During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
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12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
As the digital-transformation phenomenon shifts from boardroom theory to full-blown execution, Salesforce is doubling down on its Customer 360 strategy.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.
In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.
We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.
Eager to move from underperformer to world-class competitor, Google Cloud and CEO Thomas Kurian have outlined some key themes at the Next ’19 conference.
A new survey has raised concerns about Microsoft and Amazon lock-in among business customers in a majority of the product categories. I say, no worries.
I talked with Marriott Global Officer Brian King about why company values—not processes—should be held precious. Plus, the latest trends in hospitality.
It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.
Tech industry veteran Wayne Sadin talked to me about digital transformation, C-Suite responsibilities, IT spending in the cloud, and more.
Read the transcript of my conversation with Microsoft Services CTO Norm Judah for insight into current Microsoft projects and what comes next.
The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.
The Cloud Wars CEO priorities offer an intriguing picture of where those companies’ customers—the world’s leading businesses—are headed.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
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.