A deeper look into the numbers and marketplace dynamics shows that the $5.6 billion Google Cloud lost actually reflects a strong performance.
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An in-depth analysis of how Bill McDermott plans to quickly drive ServiceNow from $4 billion in annual revenue to $10 billion.
Market-cap madness: the market cap of ServiceNow rose to $101 billion while that of its new AI partner IBM slumped to $104.5 billion.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
The scary thing about Salesforce and its record-busting fiscal Q4 is that its growth rate is accelerating as it nears a $20 billion annualized run rate.
Taken on its own, the Microsoft $50 billion cloud business would make it one of the 3 largest enterprise-tech companies in the world.
SAP and Salesforce both held investor-day events last month, based on which I made some educated guesses as to their future cloud revenue accomplishments.
With Workday Rising opening today, let’s preview 3 key questions Workday faces as it embarks on a journey toward becoming a $10-billion global powerhouse.
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.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
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.
As SAP & Salesforce compete, the biggest winners will be business customers who’ll stand to gain huge value from fruits of this bare-knuckles competition.
Just a handful of the world’s leading cloud vendors are on pace to generate $100 billion in combined enterprise-cloud revenue this calendar year.
ServiceNow, led by CEO Bill McDermott, claims the top spot on the Cloud Wars Growth Chart with a 27% growth rate, outpacing competitors and achieving key milestones in a breakout year, reshaping the cloud landscape.
In this Cloud Wars Minute, Bob Evans discusses his CEO Outlook interview with ServiceNow chief executive Bill McDermott.
In this CEO Outlook Series moment, ServiceNow CEO Bill McDermott explains how the company works with partners to help customers win.
The company’s CEO Bill McDermott explains how the process is “lightning fast, extraordinarily low cost, and integrates with all the big departmental needs.”
“It’s a platform game now, where only the strong survive and the best platforms win,” says ServiceNow’s Bill McDermott in this CEO Outlook moment.
Why I feel that Bill McDermott and ServiceNow could deliver meaningful impact and value to much-larger vendors SAP, Salesforce, and Oracle.