Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.
Cloud Revenue
On its recent earnings call, Alphabet did not specify Google Cloud revenue, but did confirm that Google Cloud is one of its fastest-growing businesses.
Within ServiceNow’s Q4 revenue growth, the most interesting story is how ServiceNow is creating a new category within SaaS by connecting siloed workflows.
SAP today predicted that its SAP cloud revenue will triple by 2023, thanks to its Qualtrics acquisition and the emerging “experience economy.”
During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,