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.
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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.”
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.
Google Cloud’s Gemini models are coming to Oracle applications, including Oracle AI Agent Studio for Fusion Applications, giving customers more flexibility to select models while turning AI reasoning into governed workflows, approvals, transactions, and business actions.
Consolidated AI chatbots raise order values up to 26% at Albertsons, while WalMart’s in-store AI use requires employees to further train AI models with business context.
ServiceNow adds six agentic security offerings designed to automate threat detection, governance, compliance, and remediation.
Palantir’s rapid growth reflects an enterprise AI strategy centered on measurable customer outcomes, operational transformation, sovereignty, and deep long-term partnerships.
Palantir’s extraordinary 93% revenue growth and CEO Alex Karp’s unconventional philosophy could reshape enterprise software, emphasizing AI sovereignty, customer control of data, intensive partnerships, and compensation tied directly to measurable value creation.