A set of eye-popping Q2 numbers that reveal the scale, depth and astonishing scope of growth for Microsoft under CEO Satya Nadella.
As Microsoft releases fiscal-Q2 earnings, CEO Satya Nadella declares intention to “help people reimagine everyday work and life.”
Microsoft is closing out 2021 with cloud revenue that should reach $22 billion for Q4 and $80 billion for the calendar year.
In Q4, who’s the hottest cloud vendor of them all? Can AWS best Microsoft in growth for another quarter? Let’s peer into the crystal ball.
The Cloud Wars Top 10 vendors saw their combined market cap valuations soar by almost $5 trillion in the 5 years since January 2017.
Watch to hear Bob Evans’ predictions for each Cloud Wars Top 10 vendor’s calendar 2022 cloud revenue total and growth rate.
From #1 Microsoft at $80 billion to #10 IBM at $26 billion, Bob Evans shares his projections for the Top 10 vendors’ cloud revenue totals for calendar 2021.
In last week’s fiscal-Q2 earnings call, we got a preview of Larry Ellison’s plan for Oracle building a massive cloud ERP business.
Two keys: thousands of Oracle ERP customers are moving to the cloud + Fusion ERP applications are merging with industry-specific capabilities
On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.
In light of Oracle’s Q2 performance, can a case be made that Oracle is an even hotter cloud provider than Google Cloud?
CEO Frank Slootman says that the driving factor behind Snowflake’s huge Q3 performance was the direct-to-consumer craze sweeping the world.
Some important lessons to take away from the recent blowout Q3 for Snowflake, in which the cloud data company’s revenue grew 110%
ServiceNow has gone pretty unchallenged in the “digital workflow” area—but Marc Benioff seems poised to change that with Salesforce + Slack.
Based on its Q3 earnings, Workday appears on its way to blow past $5 billion in fiscal-year revenue under CEO Aneel Bhusri.
With each provider growing at at least 36% in Q3, Cloud Wars leaders Microsoft, Amazon and Google Cloud all had great cloud revenue results.
Google Cloud will likely hit profitability in 3 or 4 quarters from now, though there are a few complex trends within their revenue numbers.
A look at how Microsoft overtook Apple as the world’s most valuable company with its current cloud growth and projections for the future.
On the Amazon earnings call last week, CFO Brian Olsavsky called out machine learning as the primary catalyst behind the AWS surge.
On the Oct. 26 earnings call for Alphabet, CEO Sundar Pichai said that a focus on industry-specific solutions is driving Google Cloud growth.