On ServiceNow Q1 earnings call, the digital-workflow leader announced that it’s preparing to release a new employee-experience SaaS product. Here’s my take.
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We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
In this episode of Cloud Wars Live, Chris Lochhead celebrates the fact that tech companies (including Zoom, Pinterest, and Lyft) are going public again.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
Microsoft quarterly cloud revenue is likely to crack an unprecedented $10B when the company posts its results on April 24. Here’s my look at the numbers.
At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.
I spoke with Dean Del Vecchio about how AWS is helping power a sweeping digital transformation at 158-year-old insurance company Guardian Life.
Listen to a new Cloud Wars Live with Dean Del Vecchio, EVP, CIO, and Chief of Operations at Guardian Life, on the sweeping nature of digital transformation.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
Read my interview with Murad LLC Senior Director Rishabh Sinha. We discussed how internal digital transformation impacts employee and customer satisfaction.
As the first quarter of 2019 draws to a close, here is the one key question for each of the top 10 cloud vendors in the world.
Dive into my wide-ranging conversation with UL CDO Christian Anschuetz, a former Marine Corps Captain and current leader at product testing and safety firm.
I pulled 5 thoughts from Satya Nadella’s first email to his Microsoft colleagues that are likely to resonate with every leader in today’s high-change world.
A new survey has raised concerns about Microsoft and Amazon lock-in among business customers in a majority of the product categories. I say, no worries.
Hear Cloud Wars Live with Joshua Greenbaum, an industry analyst and consultant who’s been following the enterprise software market for 30 years.
Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.