The Microsoft leader clearly alluded to AWS when he said cloud providers that compete with customers in other biz will never establish trust.
Microsoft
Microsoft is preparing to compete in what could be the hottest cloud segment of 2021: industry-specific cloud solutions.
Microsoft has reported that that its “remaining performance obligation” (RPO) for cloud reached a total of $112 billion, up 24%.
Microsoft is expecting major growth in its cloud-native Cosmos database as customers rip and replace “legacy” DBs—like those from Oracle.
On the Jan. 27 earnings call, Satya Nadella casually mention that Microsoft’s security business did more than $10 billion in revenue in 2020.
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.
During the Microsoft fiscal Q2 earnings call, Satya Nadella and Amy Hood revealed how Microsoft has become the world’s #1 cloud provider.
On this Cloud Wars Live podcast and as part of the CEO Cloud Outlook 2021 series, I speak with Microsoft Executive VP Scott Guthrie.
Microsoft Cloud and AI Executive VP Scott Guthrie offers detailed insight on how they intend to retain the top spot among cloud vendors.
Judson Althoff, Microsoft EVP of worldwide commercial business, laid out their 5-step plan for “how 50,000 people go to work every day”.
Microsoft executive VP Judson Althoff said recently that CRM without chat is “arcane” and that Teams is years ahead of Slack.
In kicking off this Special Report with #1 Microsoft, I put forth the idea that Microsoft’s most-valuable attribute is its customer approach.
Microsoft will face intensified pressure to hold the #1 spot in 2021 from Google, Amazon, and a few of the world’s other top cloud vendors.
The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Google Cloud retained its claim to being the fastest-growing cloud vendor by boosting its revenue 44.8% in Q3.
The stellar Q1 results posted by Microsoft show they are the biggest and most-influential enterprise-cloud vendor in the world.
I expect Microsoft to post excellent fiscal Q1cloud results and dispense with the notion that the sky above the cloud is falling.
Microsoft and Honeywell join forces to deploy new cloud and AI innovations to modernize the industrial landscape here on planet Earth.
Can Microsoft and Google compete fiercely enough to win in revenue and collaboratively enough to keep peace with their major partners?
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.