I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
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Larry Ellison & Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings call to highlight HCM momentum, Autonomous Database revenue growth, and more.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
Video-conferencing company 8×8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
To grow revenue and make Oracle into a big-time IaaS player, Larry Ellison is changing the rules of the game to align with his strengths.
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.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
In an exclusive Cloud Wars interview, SAP co-CEO Christian Klein explained why SAP’s forward-looking approach to ERP is helping customers embrace the cloud.
As impressive as the COVID-19 response from other cloud vendors has been, none of them in my estimation matches up to what Google Cloud is doing.
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.
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
In 2020, Google Cloud’s top challenge will be creating a new breed of enterprise apps that exploit its capabilities in data, ML, AI, analytics & beyond.