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.
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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.”
Cloud heavyweights Oracle, SAP and Workday continue to compete savagely in terms of mission-critical cloud ERP growth going into 2019.
Blockchain has enormous potential, that might be just what Oracle needs to reignite its sprawling cloud business, which has has lower performance.
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.
DynaTech Systems enabled Solmax to modernize finance and supply chain operations while delivering real-time reporting and greater operational efficiency.
A 363% surge in Oracle’s RPO demonstrates extraordinary customer demand and positions the company as one of the fastest-growing forces in enterprise AI and cloud computing.
While Microsoft dominates current cloud revenue, Oracle’s rapidly expanding RPO points to a dramatically different competitive landscape ahead.
Oracle delivers a blockbuster Q4 with cloud revenue up 47%, OCI soaring 93%, and a staggering $138 billion increase in RPO, signaling unprecedented demand for AI infrastructure and cloud services.
Oracle and Alphabet are pioneering new approaches to finance massive AI infrastructure expansion, using debt and equity markets to meet unprecedented customer demand for cloud and AI services.
OpenAI’s enterprise business is emerging as the company’s primary growth engine, already accounting for 40% of revenue and expected to reach 50% by the end of 2026, according to CRO Denise Dresser.
OpenAI’s enterprise business now accounts for 40% of revenue and could reach 50% by year-end, signaling a major shift toward enterprise AI leadership.
Google Cloud has launched Google AI Threat Defense, an AI-powered cybersecurity platform designed to help organizations proactively identify, prioritize, and remediate threats while keeping pace with increasingly sophisticated AI-driven cyberattacks.
Google Cloud’s latest security launch combines AI-driven defense with the company’s expanding portfolio of cybersecurity assets.
Salesforce delivered strong Q1 results with $11.1 billion in revenue, driven by accelerating demand for Agentforce, AI-powered Slack, and AI-enhanced applications across its portfolio.
Workday’s strong Q1 performance highlights CEO Aneel Bhusri’s push to transform the company into an AI-native enterprise focused on agentic AI innovation, lawful governance, and accelerated product development to compete with SAP, Oracle, and Microsoft.
Amazon Bedrock AgentCore Payments marks a major step toward economically active AI agents capable of discovering, evaluating, and paying for digital resources without human intervention.
Despite strong optimism around AI adoption, Workday found that most enterprise users still act as intermediaries between AI tools, reducing productivity and undermining the promise of automation.