A list of what each of the world-changing powerhouse vendors on my Cloud Wars Top 10 should be celebrating this Thanksgiving.
Top 10
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
With the imminent arrival of Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to #9 on the Cloud Wars Top 10.
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.
Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
Some additional perspective on Microsoft’s monster fiscal Q4 ($11 billion in commercial-cloud revenue!), with 10 key insights from its earnings call.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud has moved up to #6 in the Cloud Wars Top 10 on the strength of its recent $2B Q.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.
Microsoft is extremely likely to crack the $10 billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.
