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.
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Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.
Despite the cloud revenue totals that Microsoft and Amazon announce each quarter, the media will continue its delusion that AWS is #1. Watch and see.
During its Q1 earnings call this week, CEO Arvind Krishna outlined IBM’s COVID-19 response along with the iconic company’s key business messages.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Two weeks into his new role, Krishna used yesterday’s IBM Q1 earnings call to explain his plans for returning growth to IBM.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
In leading with an “architectural war,” new CEO Arvind Krishna missed a chance to showcase IBM’s true strength and differentiation in the cloud.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.
The fact that Microsoft recently made in error in reporting a massive Azure surge is understandable. But its lame correction to that error is unacceptable.
As COVID-19 drives millions to WFH, Microsoft Teams could be growing more rapidly in terms of users than any enterprise application in history.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
Stream a new Cloud Wars Live podcast episode, with AI expert Ben Rewis. We explore the AI dilemma: the need for regulation alongside innovation.
This article is brought to you by Nutanix. Cloudmania has not killed off on-premises tech, and a new study from Nutanix and IDC helps explain why.
Its fast-growing Financials biz and enhanced product lineup have made Workday a very serious competitor vs. traditional heavyweights Oracle and SAP.
With its enterprise-focused Experience Cloud having grown 31% to $3.21B in FY2019, Adobe is joining the Cloud Wars Top 10 rankings.