Why I was surprised to hear Oracle execs revert to tired tropes, like Workday being “not competitive,” on an otherwise impactful Q4 earnings call.
Microsoft
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
“Hybrid Everywhere Plus Trusted Partnerships” | My conversation with Arpan Shah, GM for Azure Infrastructure Marketing, about Microsoft’s cloud strategy.
The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.
In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.
Disney+/Netflix, Qualtrics, and Moonshots || This episode of Ammirati on Innovation explores “moonshots” in the context of SAP/Qualtrics, Disney+, and more.
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.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.
The primary ingredient in digital transformation is optimizing the customer experience. Read how 2 Microsoft manufacturing customers describe their efforts.
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.
Microsoft quarterly cloud revenue is likely to crack an unprecedented $10B when the company posts its results on April 24. Here’s my look at the numbers.
New, parallel efforts by SAP & Microsoft to drive innovation within digital manufacturing: the Open Industry 4.0 Alliance & the Open Manufacturing Platform.
At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
Two key points about the future of cloud, from Microsoft exec Dave O’Hara at the Morgan Stanley investors conference last month.
I pulled 5 thoughts from Satya Nadella’s first email to his Microsoft colleagues that are likely to resonate with every leader in today’s high-change world.