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.
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During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,
Salesforce, SAP, and Oracle’s CRM battle will continue to escalate in 2019. Read why Salesforce is in a great position to dominate the race.
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.
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”



