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.
Earnings Call
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.
Snowflake is focused on vertical-industry apps, a major part of its hypergrowth that’s enhancing its credibility among large enterprises.
On Oracle’s March 10 earnings call, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud.
SAP has a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections.
Larry Ellison also disclosed that the Oracle Gen2 Cloud Infrastructure (OCI) biz grew 100%+ in revenue on a recent earnings call.
Look for Larry Ellison to come out swinging against major rivals during the March 10 Oracle Q3 earnings call.
Snowflake continued on its high-growth trajectory in Q4, with cloud revenue jumping 116% to $178M and overall revenue soaring 117% to $190M.
I’m puzzled by 3 comments Marc Benioff made on Salesforce’s recent Q4 earnings call. Read more from Cloud Wars.
When fiscal Q4 earnings come out on February 25, we’ll be watching to see if the Salesforce growth rate gets back up above 20%.
On the Jan. 27 earnings call, Satya Nadella casually mention that Microsoft’s security business did more than $10 billion in revenue in 2020.
Amazon’s AWS cloud unit had an excellent year with revenue of $45.4B, but Microsoft blew past that w/ 2020 commercial cloud revenue of $59.5B.
Extending its year-long run as the world’s fastest-growing major cloud vendor, Google Cloud Q4 revenue soared to $3.83 billion.
ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking IBM down to #9.
During the Microsoft fiscal Q2 earnings call, Satya Nadella and Amy Hood revealed how Microsoft has become the world’s #1 cloud provider.
Q4 financials from IBM show a cloud growth rate of 8%. In the competitive cloud industry, this means they are rapidly falling behind the leaders.
Surging growth and massive potential have spurred Alphabet to break out the financial results of Google Cloud in a separate reporting segment.
Did SAP suffer a mortal blow with Q3 results or will the company be able to rally behind the customer-centric vision of CEO Christian Klein?
Why I feel that Bill McDermott and ServiceNow could deliver meaningful impact and value to much-larger vendors SAP, Salesforce, and Oracle.
The stellar Q1 results posted by Microsoft show they are the biggest and most-influential enterprise-cloud vendor in the world.