Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020
A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its
Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like
AWS CEO Andy Jassy onstage, talking Amazon and growth

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

August 4, 2020
Oh, to have the problems Jeff Bezos has. You have to feel pretty good if you’ve got a business running at a $43-billion annualized rate and it’s getting knocked for growing “only” 29%. Such is the case with Amazon’s AWS cloud-computing unit, which for the past few years has been not only the fastest-growing business
Google Cloud logo in a conference setting

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

August 3, 2020
In the COVID-challenged quarter ended June 30, Google Cloud continued to be the fastest-growing major cloud vendor as its 43% revenue-growth rate was much higher than those of its much-larger rivals. That marketplace dynamic here in mid-2020 triggers four thoughts:  Although Google Cloud should certainly be commended for growing much more rapidly than its primary
Screengrab from Amazon video about AWS Ground Station

Outer-Space Cloud Race: AWS Grabs Big Lead Over Microsoft and Google

July 2, 2020
It’s hard to avoid being impressed by Amazon’s vision and ambition. The company's decision to provide cutting-edge cloud services for rocket launches, outer-space projects and everything in-between is a perfect example. While it’s a classic vertical-industry play, with AWS looking to develop services across a wide range of terrestrial and space-based operations, there’s still something
The logo for SAS, which has formed an alliance with Microsoft

Microsoft-SAS Alliance Is Great, But When Will Microsoft Buddy Up with Amazon?

June 16, 2020
By aligning tightly with analytics superstar SAS, Microsoft has gained a vast amount of additional firepower in its already-formidable lineup of products centered on AI, data, machine learning and analytics. In addition, Microsoft also adds another top-tier enterprise-software company to its lengthy list of powerful allies that includes more than half of the Cloud Wars
Cover image for Cloud Wars Live: Microsoft & FedEx Reimagine the World

Microsoft & FedEx Reimagine the World | Ammirati on Innovation

June 11, 2020
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 13 In this episode: Sean and I talk about spanning
The CEOs of Oracle, IBM, and Amazon - which will acquire Zoom?

Who Will Acquire Zoom: Amazon, Oracle, or IBM?

June 5, 2020
As the story of Zoom’s phenomenal growth spreads, and as the video-conferencing services it provides become not just mainstream but essential, which company in the Cloud Wars Top 10 will snap up Zoom to become more relevant in the digital future? Cloud Wars Top 10 Rankings — June 1, 2020 1. Microsoft — Its Top 10