Amazon – AWS cloud-computing unit will post exceptionally strong numbers, and those numbers will fail to match those of Microsoft’s in The Cloud.
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Microsoft decides to become a global community powerhouse via the acquisitions of LinkedIn two years ago and GitHub last week.
Microsoft has unleashed an AI technology strategy that’s as complete and ambitious as any you’ll find from any company in the world.
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.
As competition among top cloud vendors intensifies, cloud customer success is rapidly emerging as strategic differentiator more important than snazzy tech.
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.
Oracle CEO Mark Hurd said this week that 95 percent of cyberattacks are on databases that administrators have failed to patch for more than 9 months
Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.
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?
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: 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.
Top executives at Microsoft, SAP and Oracle recently pledged to make customer success, not satisfaction or loyalty, their biggest priority in 2018.
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.
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.