I’m predicting the following Q3 cloud revenue figures: Microsoft $20.5 billion, Amazon $15.3B, Google $5.2B, and IBM $7.3B.
Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.
Christian Anschuetz says that company leadership needs to “breathe our hearts back into our organizations” thru an emphasis on loyalty.
My reaction to “Cloud’s trillion-dollar prize is up for grabs,” a McKinsey article from this year w/ some fascinating cloud research.
A new McKinsey & Company report focuses on the “trillion-dollar cloud,” representing the potential profit for firms that adopt cloud tech.
On this episode of Cloud Wars Live, Bridget Courneya and I talk “Scaling Up,” introduce the Acceleration Economy Analyst Network & more.
Revenue jumped and backlog soared in Q3 for the SAP S/4HANA cloud ERP suite that archrival Oracle has trashed repeatedly.
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian noted 3 ways his company differs from archrivals Microsoft and AWS.
SAP and Oracle have major opportunities to challenge Salesforce in the industry cloud market. But they have to move fast.
I talked with Oracle senior VP of applications development Rondy Ng about what’s driving the success of Oracle Fusion ERP. [Sponsored]
On this Cloud Wars Live podcast, Sean Ammirati and I talk about digital twins and the absolute importance of strong data pipelines.
This week, Pat Fitzgerald and I look at personal skills that matter to talent recruiters, but aren’t being taught at universities.
Salesforce leads the Industry Cloud Top 10. And therein lies the opportunity for the world’s largest enterprise apps vendors: SAP & Oracle.
IBM Financial Services Cloud signs on with Caxia Bank, offering an “indispensable partnership” and hybrid cloud options conducive to banking.
I talked with Oracle Hospitality exec Alexander Alt about the role technology has played in the tumultuous past 20 months. [Sponsored]
In reading the material put out by ServiceNow & Celonis, my sense is that the companies are wisely giving customers a set of options.
In this Cloud Wars Live episode, I talk with Bonnie Tinder about the key steps to take to make software projects into value accelerators.
CTO Rob Lee says that by simplifying how people interact with data, Pure Storage helps businesses get out in front of volatility. [Sponsored]
The market cap for Google Cloud parent Alphabet has risen 52% YTD in 2021; Salesforce up 30%; Microsoft up 27%; and Oracle up 26%.
Oracle recently announced Fusion Cloud ERP software. Bob Evans dives into this new generation of software in the financial services industry.