Amazon’s AWS cloud unit had an excellent year with revenue of $45.4B, but Microsoft blew past that w/ 2020 commercial cloud revenue of $59.5B.
Earnings Call
Extending its year-long run as the world’s fastest-growing major cloud vendor, Google Cloud Q4 revenue soared to $3.83 billion.
ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking IBM down to #9.
During the Microsoft fiscal Q2 earnings call, Satya Nadella and Amy Hood revealed how Microsoft has become the world’s #1 cloud provider.
Q4 financials from IBM show a cloud growth rate of 8%. In the competitive cloud industry, this means they are rapidly falling behind the leaders.
Surging growth and massive potential have spurred Alphabet to break out the financial results of Google Cloud in a separate reporting segment.
Did SAP suffer a mortal blow with Q3 results or will the company be able to rally behind the customer-centric vision of CEO Christian Klein?
Why I feel that Bill McDermott and ServiceNow could deliver meaningful impact and value to much-larger vendors SAP, Salesforce, and Oracle.
The stellar Q1 results posted by Microsoft show they are the biggest and most-influential enterprise-cloud vendor in the world.
IBM CEO Arvind Krishna should use Monday’s Q3 earnings announcement to clarify five key issues essential to IBM’s future.
Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.
My rationale for giving credence to Larry Ellison’s claim—and, more important, his belief—that Oracle can rise to the top of the IaaS market.
Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.
Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.
The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.