CarMax CIO Shamim Mohammad shared valuable insights with me about how digital transformation is helping his company thrive in the current digital world.
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Read the transcript of my conversation with Microsoft Services CTO Norm Judah for insight into current Microsoft projects and what comes next.
The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.
My take: if Workday can back up its big claims about fast, low-cost deployments for customers, Oracle and SAP will have no choice but to catch up.
The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.
Read my take on the strategic partnership between Volkswagen and Microsoft that’s transforming the auto maker into a software company focused on mobility.
At the recent Goldman Sachs conference, Marc Benioff used his time to focus on CEO responsibility for social and cultural issues. Read my reaction.
Oracle’s Autonomous Database customer TaylorMade Golf recently reported that the company’s database performance has improved by 40x. Read my reaction.
ExxonMobil and Albertsons are the latest massive companies to buy Microsoft cloud to accelerate their digital transformations. Here’s why it matters.
Key takeaways from Walmart’s Q4 and full-year earnings results illustrate steps in the Walmart digital transformation journey with Microsoft and beyond.
What I find most interesting about Microsoft corporate VP for Azure marketing Julia White’s recent comments about SAP workloads migrating to Azure.
The Cloud Wars CEO priorities offer an intriguing picture of where those companies’ customers—the world’s leading businesses—are headed.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.
Hear the Cloud Wars Live interview with Red Wing Shoes CIO and board member Marc Kermisch, who also heads up the company’s innovation center, The Garage.
Qualtrics has become “the crown jewel of the company,” says SAP CEO Bill McDermott—and that the recent acqusition is driving SAP’s transformation.
On its recent earnings call, Alphabet did not specify Google Cloud revenue, but did confirm that Google Cloud is one of its fastest-growing businesses.
Within ServiceNow’s Q4 revenue growth, the most interesting story is how ServiceNow is creating a new category within SaaS by connecting siloed workflows.
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.
Microsoft has posted 2018 cloud revenue of $32.2 billion, giving it an insurmountable lead as the world’s largest cloud provider over Amazon.



















