A deeper look into the numbers and marketplace dynamics shows that the $5.6 billion Google Cloud lost actually reflects a strong performance.
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I spoke with EVP Clay Magouyrk, the driving force behind the remarkable emergence of Oracle as a serious player in cloud infrastructure.
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.
To truly understand the ServiceNow phenomenon, the best place to start is inside the relentlessly quotable mind of CEO Bill McDermott.
Google Cloud Q4 growth happened far more rapidly than any other cloud provider, but that’s not because the others were slacking.
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.
Google Cloud CEO Thomas Kurian says his company’s Anthos multicloud platform has gained rapid acceptance among customers.
Oracle’s answer to the specialty database trend is Oracle Database 21c, a “converged database” that will take on AWS, Microsoft, Snowflake.
Oracle has one of the most compelling cloud stories of 2021 – let’s look at 10 predictions CEO Safra Catz made about its cloud businesses.
Google Cloud CEO Thomas Kurian discusses the impact of the cloud on business in 2021, new priorities for CEOs, and reimagining businesses.
Workday is the only 2-CEO vendor among cloud leaders —and co-founder and co-CEO Aneel Bhusri is thrilled with his new working arrangement.
SAP CEO Christian Klein on the company’s future – reimagined business models, co-innovation with customers, and vertical-industry solutions.
Microsoft Cloud and AI Executive VP Scott Guthrie offers detailed insight on how they intend to retain the top spot among cloud vendors.
Workday CEO Aneel Bhusri makes clear that the world-rocking events of 2020 have had a deep impact on his sense of perspective and priorities.
ServiceNow CEO Bill McDermott says his company is uniquely positioned to help its customers reimagine their business models and move faster.
The true indicator of the full potential of Snowflake is its 240% growth rate for contracted future commitments from customers.
For cloud vendors, the battle for supremacy in industry-specific clouds will be the most intense due to the massive future revenue potential.