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Cloud Wars Archive
I believe that the SAP challenge to Salesforce for CRM leadership prompted Marc Benioff to develop and/or accelerate his customer-experience vision.
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.
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
The vibrancy of the dynamic SaaS segment is on full display in new customer-centric initiatives from Cloud Wars leaders Salesforce and Workday.
Speaking at a recent investors conference, Aneel Bhusri touched on the Workday + Walmart deal, and how new people-based apps have doubled the HCM market.
This episode is brought to you by Oracle. || Stream my conversation with Craig Wilensky, CEO at JASCI software and advocate of Oracle’s autonomous database.
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast…
Google Cloud expanding its deal with VMware reveals Kurian’s commitment to offering customers choices, even if those customers choose competitors over GCP.
Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
Details are emerging about how Red Hat might make IBM’s $19-billion cloud business an engine of growth once again. Here are some insights into the plan.
it was fascinating to see how Microsoft, Amazon and Workday used their latest earnings calls to highlight their broad efforts with machine learning.
Stream a new episode of Ammirati on Innovation, where Sean and I discuss Microsoft + OpenAI, and ask whether AI will truly shape the trajectory of humanity.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud has moved up to #6 in the Cloud Wars Top 10 on the strength of its recent $2B Q.
ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.
The expectations behind Microsoft investing $1 billion in partner OpenAI are thrilling, especially when you consider the leaders of each company.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
Alphabet disclosed yesterday that Google Cloud generated quarterly revenue of more than $2 billion for Q2, the 3 months ended June 30. Here’s why.