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.
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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.”
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.
Microsoft’s partnership with 3M demonstrates that the next competitive frontier in AI infrastructure extends well beyond GPUs, with networking and optical connectivity emerging as critical strategic differentiators.
Ahead of Microsoft and AWS earnings, Google Cloud has established a commanding growth advantage, with revenue increasing 82% and backlog soaring 390%, signaling strong customer confidence and significant future revenue opportunities.
Google Cloud’s 82% growth highlights a dramatic shift in customer demand as Microsoft and AWS prepare to report earnings in a rapidly evolving AI market.
Salesforce is deepening Slack’s role in enterprise AI by allowing users to orchestrate multiple AI agents while maintaining centralized authentication and security.
Google Cloud’s $4.8 billion sequential revenue increase establishes a new benchmark for Microsoft Cloud and AWS as investors prepare for their upcoming earnings reports.
Explosive Q2 results suggest Google Cloud is outperforming rivals where it matters most—winning new AI business and accelerating faster than Microsoft Cloud and AWS.
As Q2 earnings approach, Palantir, Google Cloud, and Oracle lead the Cloud Wars Top 10 in revenue growth, highlighting the extraordinary pace of the AI market and the massive backlog fueling future expansion.