Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported.
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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.”
Three largest enterprise-cloud providers—Microsoft, Amazon and IBM—all closing in on $20 billion in trailing-12-month revenue. What cloud powerhouse wins?
Salesforce.com announced its intention several days ago to acquire API vendor Mulesoft for $6.5 billion, and Marc Benioff’s decision was smart.
IBM has undergone radical transformation the last few years, CEO Ginni Rometty claimed last week that IBM has become the world leader in enterprise AI.
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.
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.
ServiceNow has pushed its way into a tiny group of cloud-software vendors that customers feel are truly strategic partners, says ServiceNow’s CEO Donahoe.
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 Big 3 Cloud Wars leaders —Microsoft ($18.6B), Amazon ($17.5 billion) and IBM ($17.0B)—combined for 2017 earnings cloud revenue of $53.1B.
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.












