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.
The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
After we shared a Cloud Wars Top 10 by revenue, some readers asked about the leading cloud vendors’ growth rates. Here’s our breakdown and analysis.
The biggest surprise to me on the top 10 cloud vendors revenue list is Accenture, a big-time player with 2018 cloud revenue of $9 billion, up 23% from 2017.
The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.
Some compelling numbers about Microsoft’s new “IP co-sell partner program” and more partner strategies that the company is pursuing.
Official, publicly available financial documents filed by both companies with the SEC reveal the true winner in the Microsoft vs. Amazon Cloud battle.
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,