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.
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While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.
At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
Gain a deeper understanding of SAP’s cloud strategy—read these highlights from my recent interviews with SAP CTO Juergen Mueller and COO Christian Klein.
“Qualtrics as a Game-Changer” || Watch Cloud Wars Top 10 Executive Insights interviews with Juergen Mueller and Christian Klein about SAP’s cloud strategy.
“We’re starting to see things at this tipping point, after which unstoppable change occurs.” I spoke with SVP Steve Daheb about Oracle Cloud breakthroughs.
“Preparing for Unstoppable Change” | Watch or stream my conversation with SVP Steve Daheb about Oracle’s cloud strategy, Autonomous Database, and more.
“How “Systems of Action” Improve Experiences” | Here’s interview with ServiceNow Chief Innovation Officer Dave Wright about cloud strategy and more.
“Can IBM Become #1 In Hybrid Solutions?” | Stream the latest episode of Cloud Wars Top 10 Executive Insights, focused on IBM’s cloud strategy.
“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.
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.
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.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.