At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
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Read my open letter response to reports that AWS CEO Andy Jassy said that it’s “folklore” to believe Amazon chews up every industry it enters.
Google Cloud CEO Thomas Kurian said to CNBC this week that his company’s 53% jump in revenue means it’s growing faster than Microsoft and Amazon’s AWS.
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
ServiceNow CEO Bill McDermott recently offered a come-one, come-all invitation to enterprise-apps players like Salesforce and SAP to partner up for CRM.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.
Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
Now that he’s got Microsoft innovating and executing as well as any company on Earth, Satya Nadella has set his sights on digitalizing the world.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
Stream the latest episode of Cloud Wars Live, to hear Tony Uphoff explain why Industry 4.0 will kick into full swing in 2020—and what the impact will be.
Here’s what stood out to me in Microsoft Azure CTO Mark Russinovich’s latest blog post about how the team is boosting Azure reliability.
Google Cloud CEO Thomas Kurian is buying and building new firepower to outflank Microsoft and Amazon in the competitive enterprise-cloud marketplace.
How does new CEO Bill McDermott plan to meet ServiceNow’s 2020 challenge, of reaching $10B in revenue & setting new standards for the biz-software industry?
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
As 2020 gets underway, and IBM prepares to release its Q4 2019 numbers, it’s perfectly clear that the #1 challenge IBM’s cloud business faces is growth.
Stream the latest episode of Ammirati on Innovation, a Cloud Wars Live podcast, where we talk 2020 predictions, from Walmart to Slack to AWS and more.
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
SAP’s big 2020 challenge is this: can it convince a marketplace that thinks in terms of ERP-HCM-ERP that experience management is the new model?
Salesforce co-CEO Marc Benioff has been the world’s primary driver of the CRM category’s ascendancy, so he is in a perfect position to redefine it for 2020.