Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.
Earnings Call
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.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Last year’s acquisition of planning hotshot Adaptive Insights appears to be the catalyst for ongoing success at Workday, per CEO Aneel Bhusri.
Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
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.
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.
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.
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.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
A major driver behind Oracle stock hitting an all-time high Wednesday was its revolutionary “self-driving” Autonomous Database.