As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
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CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
One of the customer wins that Larry Ellison mentioned on the Oracle Q4 earnings call was Goldman Sachs, which he says had a failed Workday implementation.
On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
The scary thing about Salesforce and its record-busting fiscal Q4 is that its growth rate is accelerating as it nears a $20 billion annualized run rate.
IBM Cloud resurgence will be short-lived unless CEO Ginni Rometty makes bold changes, but the company did have a Q4 growth spurt. I chose 10 examples.
IBM saw its Q4 cloud revenue jump 23%. But CEO Ginni Rometty cannot afford another post-Q4 dropoff. I’ve brainstormed 5 ways that IBM can maintain its pace.
There’s some fresh revenue data for Oracle and Salesforce SaaS clouds, allowing us to compare how customers are responding to the top dog and a top rival.
Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.
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.
What’s the Chief Growth Officer role all about? Why is America losing the AI war to Russia and China? Stream the latest episode of Lochhead on Different.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
How can IBM’s cloud revenue growth be just 8% for Q2? Just 18 months ago, the company generated more quarterly cloud revenue than Microsoft or Amazon.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
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.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
SAP CEO Bill McDermott vowed that his company’s $8-billion acquisition of Qualtrics will trigger “the biggest growth opportunity I’ve ever seen.”