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.
Microsoft
“For Microsoft, COVID-19 was personal on many levels.” – Microsoft Chief Medical Officer Dr. David Rhew, who’s helping to drive innovation amid crisis
On the Cloud Wars Live podcast, Sean Ammrati talks about what Slack’s lawsuit against Microsoft means for the future of cloud (and much more).
As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
Microsoft and the Azure Cloud are playing fundamental roles in the worldwide AI- and data-driven transformation of the automotive industry.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
First in a 10-part series on the biggest challenge facing each of the Cloud Wars Top 10: Microsoft has forged lots of partnerships. Can it keep them?
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
While its alliance with SAS gives Microsoft a vast amount of additional firepower, I’d love to see a deal with Amazon / AWS, for the benefit of customers.
A year after rivals Microsoft & Oracle paired up in cloud, MSFT is focused on replacing Oracle on-prem databases with their cloud database.
On the Cloud Wars Live podcast, Sean Ammirati says that in addition to reopening, we need to reimagine the economy—like Microsoft & FedEx have.
Stream this episode of the Cloud Wars Live podcast: Peter Steube walks us through the data showing the surprising tech spending impact of COVID-19.
From the Workday fiscal 2021 Q1 earnings call, a collection of key comments from CEO Aneel Bhusri and his executive team on customers, competition & more.
10 dazzling customer engagements Microsoft has disclosed in the past 18 months that highlight Satya Nadella ‘s ambitious view of digital transformation.
Created in deep partnership with Microsoft, FedEx Surround allows customer to dive as deeply as they want into extensive data and analytics.
With the news of two new Microsoft acquisitions in the networking and telecom space, traditional players in that industry better step up their game.
To diginomica.com, SAP CEO Christian Klein predicted increasing tension with Microsoft & Google over applications & control over customer transformations.
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.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.



















