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.
Competing with Microsoft cloud is not for the faint of heart. Amazon & Google should be paying very close attention to MSFT’s latest numbers.
One of the mind-boggling things about Microsoft Cloud businesses is that both its revenue AND growth rates rose in Q1 (as per usual).
Despite having revenue only 1/75th the size of IBM’s, data-cloud disruptor Snowflake has vaulted past IBM to #9 in the Cloud Wars Top 10.
SAP CEO Christian Klein took notable shots against archrivals Workday and Oracle in framing SAP’s growing cloud momentum in Q3.
I really flubbed my prediction for IBM Q3 cloud revenue growth. Let’s look at what’s going on within IBM Cloud’s various business units.
I’m predicting the following Q3 cloud revenue figures: Microsoft $20.5 billion, Amazon $15.3B, Google $5.2B, and IBM $7.3B.
Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.
My reaction to “Cloud’s trillion-dollar prize is up for grabs,” a McKinsey article from this year w/ some fascinating cloud research.
SAP CEO Christian Klein on the company’s Q2 earnings call claimed to have whipped longtime rival Oracle for hundreds of competitive wins.
Delivering an astonishing Q2, Google Cloud spiked its revenue by 54% and slashed its losses by 59%. Could it be the world’s #2 cloud vendor?
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, the competing product from Oracle grew at 46%.
With solid if unspectacular Q2 cloud revenue up 13% to $7 billion, IBM has pushed past Salesforce as the third-highest earner.
Google Cloud lost $5.61B in calendar 2020, but through revenue hypergrowth it is rapidly narrowing its losses and building momentum.
10 months ago, Salesforce had a market cap 40% higher than that of Oracle. Now, it’s 10% lower. What happened to impact these numbers?
Late this month we’ll find out if Google Cloud and Amazon (together) are finally able to best Microsoft in cloud revenue for Q2.
Calling Q4 “fantastic” and “incredible”, Oracle chief executive Safra Catz made a statement on the company’s recent earnings call.
Reveling in a blowout fiscal Q4, Oracle chairman Larry Ellison said Fusion ERP could ultimately hit $20B & NetSuite ERP $10B in revenue.