Microsoft, IBM & SAP posted a combined $13 billion in calendar-Q2 cloud revenue, led by Microsoft’s commercial-cloud growth rate of 53% to $6.9 billion.

Microsoft has a good chance of becoming the first tech vendor to reach $7 billion in quarterly cloud revenue, releases earnings on July 19.

As competition among top cloud vendors intensifies, cloud customer success is rapidly emerging as strategic differentiator more important than snazzy tech.

Just a handful of the world’s leading cloud vendors are on pace to generate $100 billion in combined enterprise-cloud revenue this calendar year.

Satya Nadella’s cloud business, Microsoft, is growing at a stunning 58%–and the enterprise cloud hasn’t even begun to reach the fat part of the market.

I wonder if Amazon cloud chief Andy Jassy knows—& takes any comfort from—the history of Bum Phillips? It’s Amazon’s last chance to catch #1 Microsoft in Q1?

Three largest enterprise-cloud providers—Microsoft, Amazon and IBM—all closing in on $20 billion in trailing-12-month revenue. What cloud powerhouse wins?

Oracle founder Larry Ellison said Oracle will beat Amazon in the cloud by releasing a sweeping set of “self-driving”, cloud solutions.

Some of Microsoft’s largest customers are moving their production SAP workloads as well as other mission-critical applications to the Azure Cloud.

Top executives at Microsoft, SAP and Oracle recently pledged to make customer success, not satisfaction or loyalty, their biggest priority in 2018.

SAP is predicting its cloud revenue will overtake its license revenue this year due to having “the most complete cloud in the enterprise,” CEO McDermott.

Microsoft’s Executive VP and CFO Amy Hood offers remarkable insights into why everything in Redmond seems to be humming along beautifully these days.