12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
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Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
In a new blog post, Microsoft Azure CTO Mark Russinovich spelled out the nature of three recent cloud failures and oulined changes to come. Here’s my take.
The recent Oracle Analytics Summit will be regarded as a turning point, as the company reset its strategy around customers, simplicity and integration.
The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.
As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.
A quick overview of how and why Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5, as IBM growth lags behind.
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
SVP for strategy & head of Workday Ventures Leighanne Levensaler shared the core principles fueling Workday’s rise within the digital-transformation boom.
“Managing Not the For Quarter, But For Generations” || Watch or stream my conversation with SVP Leighanne Levensaler about Workday’s cloud strategy.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
Gain a deeper understanding of SAP’s cloud strategy—read these highlights from my recent interviews with SAP CTO Juergen Mueller and COO Christian Klein.