As Workday prepares to release quarterly and 12-month financial results later today, let’s consider its tagline: “Built for the Future.”
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Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.
The cloud vendor’s phenomenal growth will crumble if Microsoft Azure and its reputation for reliability is anything less than superb in 2020.
A meta-article of the year’s top stories to guide you through what happened in 2019 and where things are headed in the Cloud Wars.
There’s some fresh revenue data for Oracle and Salesforce SaaS clouds, allowing us to compare how customers are responding to the top dog and a top rival.
On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
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, 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…
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.
Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
During Microsoft’s July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.
I’ve extracted 10 notable comments from CEO Satya Nadella and CFO Amy Hood during last week’s Microsoft 2018 earnings call, on the cloud and more.