In this episode, Bonnie Tinder and I look at some of the tricky parts of digital transformation, like the loss of face-to-face experiences.
Cloud Wars
Stream this episode to hear from Marshall Tyler and Abhijit Mitra of ServiceNow Industries, about how SN is prepping customers for the future.
Read for insights from the leader of industry solutions at Google Cloud, Lori Mitchell-Keller, about this booming business.
Stream this episode for my conversation with Lori Mitchell-Taylor about Google Cloud’s customer-first approach to industry solutions.
For Q1, Google + Amazon’s cloud revenues totaled $17.5 billion. Meanwhile, Microsoft posted Q1 cloud revenue of $17.7 billion, up 33%.
Stream this episode for my conversation with Alysa Taylor of Microsoft about bringing to life the “industry-first” vision for customers.
Stream this Cloud Wars Live podcast episode for my conversation with Vari CIO Jeff Dinard about the return to work, the CIO role & more.
Introducing our new weekly rankings of the leading providers in a what could become a trillion-dollar category: the Industry Cloud Top 10.
On this episode: many tech and cloud vendors have yet to understand the depth of the market opportunity that manufacturing represents today.
Microsoft will release Q1 (its fiscal-Q3) numbers later today, and I see no indications that its rising rate of cloud growth will taper off.
SAP CEO Christian Klein and Oracle chairman Larry Ellison have very different views of which company is winning the cloud ERP battle.
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
In the new category of industry-specific cloud solutions, Oracle revealed that it has 100,000 customers and 16 million users.
On this episode of the Cloud Wars Live podcast, I speak with Oracle EVP Mike Sicilia, who leads Oracle’s vertical-industries business.
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.
“Industry networks will be the absolutely key differentiator moving forward,” SAP Industries president Peter Maier told me.
Amid unprecedented data volume growth, I talked with John Foley about how database vendors like Snowflake and AWS are driving innovation.
The plan according to Wayne Sadin: “Get ready to do this growth. Now, what does that mean? The number one thing is talent.”
With every Top 10 company—particularly Google, Microsoft, SAP—declaring that industry clouds are a top priority, Salesforce has competition.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.