ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.
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The expectations behind Microsoft investing $1 billion in partner OpenAI are thrilling, especially when you consider the leaders of each company.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
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.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
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.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
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.
“Disrupt Yourself or Be Disrupted” || Stream a new podcast episode with Larry Socher of Accenture for “Cloud Wars Top 10 Executive Insights.”
The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.
In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.
My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.
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.