Microsoft, IBM & SAP posted a combined $13 billion in calendar-Q2 cloud revenue, led by Microsoft’s commercial-cloud growth rate of 53% to $6.9 billion.
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Why would any company competing with Amazon voluntary subsidize bare-knuckle competitor Amazon by choosing subsidiary AWS as its cloud-computing vendor?
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.
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.
Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”
Salesforce.com: CEOs are making digital transformation their top priority, & the recent U.S. tax cuts are giving them the resources to be aggressive.
Some of Microsoft’s largest customers are moving their production SAP workloads as well as other mission-critical applications to the Azure Cloud.
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.