In 2 years since Bill McDermott took over as CEO, the market cap for ServiceNow has doubled—doubled!—in a savagely competitive marketplace.
IBM
With solid if unspectacular Q2 cloud revenue up 13% to $7 billion, IBM has pushed past Salesforce as the third-highest earner.
Howard Boville sat down with Cloud Wars Live to talk the IBM & SAP relationship (which is almost 50 years old), industry knowledge, and more.
A newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP.
Hear from one of the top technologists at IBM, VP & Cloud CTO Hillery Hunter, on customer expectations, industry clouds, security & more.
Stream this episode to hear from the head of the IBM Hybrid Cloud and former Bank of America CTO Howard Boville about industry cloud & more.
Senior VP of IBM Cloud Howard Boville shared in a recent conversation his POV on industry clouds, business processes, and much more.
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.
I talked with IBM Cloud Platform CTO and VP Jason McGee about the new Cloud Satellite offering, a major step forward for IBM.
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.
IBM’s cloud business is in great position to have a breakout year in 2021, but IBM will need to fully commit its full resources to the cloud.
The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Market-cap madness: the market cap of ServiceNow rose to $101 billion while that of its new AI partner IBM slumped to $104.5 billion.
During one of the greatest enterprise-tech markets ever, why does IBM have 4 zero-growth businesses with weak connections to its strategy?
IBM CEO Arvind Krishna should use Monday’s Q3 earnings announcement to clarify five key issues essential to IBM’s future.
Why IBM CEO Arvind Krishna should keep swinging at every part of IBM that is not precisely aligned with their newly streamlined vision.
It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
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.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.