Cloud Wars Q2 Revenue Predictions

World’s Top Cloud Vendors Will Crush $35 Billion in Q2

June 17, 2019
Continuing to fuel the dynamic transformation of the global economy, the Cloud Wars Top 10 vendors will post cloud revenue totaling $36 billion in Q2. I’m projecting Microsoft will post the lion’s share of that with about $10 billion in cloud revenue for the three months ending June 30. Still, most of the Cloud Wars
The Cloud Wars Top 10 Report Card for June 2019

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

June 10, 2019
As the enterprise cloud becomes without question the foundation for digital business, how are the world’s top cloud-computing vendors stacking up? Let’s pass out some grades for the vendors making up the Cloud Wars Top 10. #1 Microsoft. Its Azure cloud continues to grow at breathtaking rates (for the 3 months ended March 31, Azure
During Amazon Q1 earnings call, CFO Brian Olsavsky spoke to AWS' automotive partnerships

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

April 30, 2019
Amazon’s latest powerhouse quarter in the cloud included some major wins in the auto industry. Those wins involved the world’s largest auto maker, Volkswagen AG, as well as Ford and ride-sharing IPO hotshot Lyft, according to a special shout-out to AWS from Amazon CFO Brian Olsavsky. Toward the end of last week’s Amazon Q1 earnings
Dean Del Vecchio

Dean Del Vecchio: Total Transformation of Culture, Tech, and Capabilities

March 29, 2019

In this Cloud Wars Live interview, we talk with Dean Del Vecchio. Dean is EVP, CIO, and Chief of Operations at Guardian Life, an insurance and wealth management firm. Like many other companies in today’s fast-changing digital world, Guardian is undertaking digital transformation. In our conversation, Dean and I discuss the sweeping nature of the changes at the company: from culture to office space to pervasive innovation to new technology to making customer experiences elegant and enjoyable.

Ammirati

$100-Million Lessons from AWS and Lyft | Ammirati on Innovation

March 18, 2019
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 1 In this episode, Sean and I discuss what innovation

Amazon and Lyft: Is $100 Million a Year a Bargain or Bungle?

March 15, 2019
A fascinating round of discussions about the value of high-scale IT in the cloud began recently, when Lyft disclosed it pays AWS almost $100 million per year to run its all of its infrastructure in the cloud. Is that price too high, too low, or just right? Should Lyft look to claw back some of
Thomas Kurian

Watch Out, Microsoft and Amazon: Google Cloud CEO Thomas Kurian Plans To Be #1

February 15, 2019

In a compelling overview of Google Cloud’s strategic direction and technological strengths, new CEO Thomas Kurian revealed that Google Cloud’s already established significant presence in about half of the world’s top 10 companies in retail, in media, in financial services, in manufacturing, and in automobiles. And showcasing his belief that such levels of penetration are

Amazon Cloud

#1 Microsoft vs. #2 Amazon: Numbers Prove Who Rules the Cloud

February 12, 2019

For reasons I can’t fully fathom, many folks in and around the tech business continue to believe—mistakenly—that Amazon is the king of the enterprise cloud, when in fact Microsoft’s cloud business is significantly larger than Amazon’s and is growing more rapidly. Those aren’t opinions, they’re not estimates, and they’re not interpretations: those are facts. So