On this episode: many tech and cloud vendors have yet to understand the depth of the market opportunity that manufacturing represents today.
Microsoft will release Q1 (its fiscal-Q3) numbers later today, and I see no indications that its rising rate of cloud growth will taper off.
SAP CEO Christian Klein and Oracle chairman Larry Ellison have very different views of which company is winning the cloud ERP battle.
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
In the new category of industry-specific cloud solutions, Oracle revealed that it has 100,000 customers and 16 million users.
On this episode of the Cloud Wars Live podcast, I speak with Oracle EVP Mike Sicilia, who leads Oracle’s vertical-industries business.
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.
“Industry networks will be the absolutely key differentiator moving forward,” SAP Industries president Peter Maier told me.
Amid unprecedented data volume growth, I talked with John Foley about how database vendors like Snowflake and AWS are driving innovation.
The plan according to Wayne Sadin: “Get ready to do this growth. Now, what does that mean? The number one thing is talent.”
With every Top 10 company—particularly Google, Microsoft, SAP—declaring that industry clouds are a top priority, Salesforce has competition.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.