An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
Google Cloud
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
To diginomica.com, SAP CEO Christian Klein predicted increasing tension with Microsoft & Google over applications & control over customer transformations.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.
While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
As impressive as the COVID-19 response from other cloud vendors has been, none of them in my estimation matches up to what Google Cloud is doing.
To support the global population adjusting to life during COVID-19, Google attacks misinformation & Google Cloud offers free services, among other actions.
My take on how Google Cloud snatched AWS client Major League Baseball (MLB) on the strength of multiple technologies plus YouTube and Ad Manager.
Stream a new Cloud Wars Live podcast with Peter Steube of ETR, to hear what the survey firm is seeing around increased spending on Google Cloud.
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.
Emphasizing the “differentiated” offerings from Google Cloud, CEO Thomas Kurian said last week that his #1 priority is to create a new AI-powered solutions.
Revenue is just one of many factors we use in our weekly ranking of the world’s top cloud vendors, but the raw dollar data reveals some interesting points.