The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
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Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
This article is brought to you by Cloudera. || Insights about the data-powered future from a new Harvard Business Review Analytic Services report.
Stream the latest episode of Uphoff on Industry, a series from Cloud Wars Live, about the need for software companies to focus on “customer success.”
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Oracle Open World 2019 news: a LinkedIn post last night from apps leader Steve Miranda offered a glimpse into what business customers can expect.
Stream the latest episode of Uphoff on Industry, where Tony and I talk the changing nature of change management, “new collar” jobs, and more.
How Oracle is invigorating its Oracle Analytics business and leadership under the direction of group vice president Bruno Aziza.
The Microsoft & UBS deal is indicative of how the rapid spread of cloud-availability regions is enabling global corps to accelerate digital transformation.
This article is brought to you by Workday. || Based on new research, Workday identified 5 essential attributes for successful digital transformation.
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast…
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud has moved up to #6 in the Cloud Wars Top 10 on the strength of its recent $2B Q.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
LinkedIn choosing to move its 645 million users to Azure poses some interesting questions. Ex: what features of the Microsoft cloud convinced LinkedIn?
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.