Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
IBM
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.
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast…
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.
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.
How can IBM’s cloud revenue growth be just 8% for Q2? Just 18 months ago, the company generated more quarterly cloud revenue than Microsoft or Amazon.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
As business customers demand easy-to-use and modern data solutions, a new arms race is developing among the Cloud Wars Top 10 to answer those demands.
A quick overview of how and why Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5, as IBM growth lags behind.
At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
“Can IBM Become #1 In Hybrid Solutions?” | Stream the latest episode of Cloud Wars Top 10 Executive Insights, focused on IBM’s cloud strategy.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,
IBM today said it has signed a cloud deal with BNP Paribas that one analyst believes could be valued at $2 billion, setting up a big 2019 for IBM.
IBM’s new hybrid cloud megadeals show why the vendor has retained the #5 spot in the Cloud Wars Top 10 here at the outset of 2019.
My list of the world’s top 5 cloud vendors, including both cloud-natives and “legacy” veterans, and what they’ve done to earn the lofty spots.