Why Salesforce executives are lavishing praise on MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player.
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Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
The Wall Street Journal reports that Bank of America has slashed billions of dollars in IT infrastructure costs during as it migrates to the private cloud.
Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.
Google Cloud racked up major Q3 wins in healthcare, financial services and retail, as CEO Sundar Pichai cited “great momentum” for its cloud business.
Stream the new Uphoff on Industry, a Cloud Wars Live podcast. Tony and I discuss the diminishing role of the sales rep and the knowledge of the customer.
Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.