Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.
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Oracle recently unleashed new SaaS services and capabilities designed to make it easier and faster for customers to take full advantage of the cloud.
SaaS industry will no longer support many hundreds or even thousands of boutique apps firms and will consolidate rapidly around a dozen or so top players.
Microsoft decides to become a global community powerhouse via the acquisitions of LinkedIn two years ago and GitHub last week.
Microsoft has unleashed an AI technology strategy that’s as complete and ambitious as any you’ll find from any company in the world.
As SAP & Salesforce compete, the biggest winners will be business customers who’ll stand to gain huge value from fruits of this bare-knuckles competition.
Just a handful of the world’s leading cloud vendors are on pace to generate $100 billion in combined enterprise-cloud revenue this calendar year.
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.
Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported.
I wonder if Amazon cloud chief Andy Jassy knows—& takes any comfort from—the history of Bum Phillips? It’s Amazon’s last chance to catch #1 Microsoft in Q1?
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”
Oracle founder Larry Ellison said Oracle will beat Amazon in the cloud by releasing a sweeping set of “self-driving”, cloud solutions.
SAP is predicting its cloud revenue will overtake its license revenue this year due to having “the most complete cloud in the enterprise,” CEO McDermott.
Microsoft’s Executive VP and CFO Amy Hood offers remarkable insights into why everything in Redmond seems to be humming along beautifully these days.
The person most responsible for Microsoft’s extraordinary turnaround and near-miracle reversal is Satya Nadella, my Cloud Wars CEO of the year for 2017.