Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.
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Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
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.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.
I’ve extracted 10 notable comments from CEO Satya Nadella and CFO Amy Hood during last week’s Microsoft 2018 earnings call, on the cloud and more.
Tony Uphoff, President & CEO of Thomasnet.com, a company that’s the leading platform for product sourcing, supplier selection & actionable information.
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.
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.
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”