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A compelling question: with their new deal, is Goldman Sachs getting into the cloud business, or is Amazon jumping into financial services?
On the company’s recent Q3 earnings call, Salesforce leadership subtly but unmistakably positioned superstar Slack as the ServiceNow slayer.
The vision of CEO Thomas Kurian has helped push Google Cloud to the #3 spot in the weekly Cloud Wars Top 10 rankings. Read more here.
IBM has elected to form alliances w/ cloud heavyweights Microsoft, Amazon & Google, according to IBM Cloud senior VP Howard Boville.
The unifying trend that’s boosting Salesforce, Snowflake & Workday’s combined market cap to $500 billion is industry-specific solutions.
Salesforce has oriented more than half its global sales org toward industry-specific goals & objectives in a move to strengthen its position.
Six of the world’s top cloud vendors shared their visions for the future of business, including Industry Cloud Top 10 #1 Salesforce.
As billions of people around the globe are embracing digital lifestyles, and as businesses are racing to deliver superb digital experiences to customers instantaneously, Redis and its real-time data platform are powering huge portions of this digital revolution.
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.
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’m predicting the following Q3 cloud revenue figures: Microsoft $20.5 billion, Amazon $15.3B, Google $5.2B, and IBM $7.3B.
My reaction to “Cloud’s trillion-dollar prize is up for grabs,” a McKinsey article from this year w/ some fascinating cloud research.
Revenue jumped and backlog soared in Q3 for the SAP S/4HANA cloud ERP suite that archrival Oracle has trashed repeatedly.
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian noted 3 ways his company differs from archrivals Microsoft and AWS.
I talked with Oracle senior VP of applications development Rondy Ng about what’s driving the success of Oracle Fusion ERP. [Sponsored]