Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
Amazon
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.
Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.
Stream a new episode of “Sadin on Digital,” from Cloud Wars Live, to hear Wayne’s take on the Capital One security breach—and whether AWS is at fault.
it was fascinating to see how Microsoft, Amazon and Workday used their latest earnings calls to highlight their broad efforts with machine learning.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
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.
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.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
As challenging as it is to change enterprise tech, it’s harder to change human behavior. Here’s how Dean Del Vecchio cultivates a culture of innovation.
I spoke with Dean Del Vecchio about how AWS is helping power a sweeping digital transformation at 158-year-old insurance company Guardian Life.
Listen to a new Cloud Wars Live with Dean Del Vecchio, EVP, CIO, and Chief of Operations at Guardian Life, on the sweeping nature of digital transformation.
A new survey has raised concerns about Microsoft and Amazon lock-in among business customers in a majority of the product categories. I say, no worries.
$100-Million Lessons from AWS and Lyft || This episode of “Ammirati on Innovation” examines the recent news about Amazon and Lyft’s pricey partnership.
The Amazon Lyft $8 million per-month deal for infrastructure and data-management servies via AWS has sparked new questions. Namely, is it worth it?
CEO Thomas Kurian revealed that Google Cloud’s established significant presence in about half of the world’s top 10 companies in multiple sectors.
Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.
Congratulations to Amazon Web Services’ Andy Jassy, my CEO of the year 2018, for a fabulous year and the recognition he and his company clearly deserve.