Slide from Google Cloud Goldman Sachs presentation showing backlog growth

The Google Cloud Surge: 5 Slides from Thomas Kurian Tell the Story

February 18, 2021
Google Cloud CEO Thomas Kurian was a featured speaker at last week’s Goldman Sachs technology investors conference, and I’d like to share 5 slides from his presentation how it’s become the world’s fastest-growing major cloud company. (On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3.) Kurian opened his 40-minute session with a
Oracle chairman Larry Ellison

The Disruptive Larry Ellison: Shatters Tradition to Reflect New Cloud Realities

February 16, 2021
Recognizing that decades-old categories fail to reflect modern business realities, Oracle chairman Larry Ellison has tossed one of those anachronisms overboard and replaced it with a radically different term capturing the modern business processes ushered in by the cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6—just behind #5 SAP and just
Salesforce CEO Marc Benioff

Salesforce Q4 Earnings: Can Marc Benioff Reverse Sharp Slide in Growth Rate?

February 12, 2021
As Salesforce battles intensifying competition on one side and the Law of Big Numbers on the other, can Marc Benioff push his company’s growth rate back above 20% when fiscal-Q4 earnings come out on February 25? On my weekly Cloud Wars Top 10 rankings, Salesforce was the longtime holder of the #3 spot but earlier
Microsoft CEO Satya Nadella, who recently spoke about Microsoft's security business

Microsoft’s $10-Billion Secret: 6 Fun Facts about its Security Business

February 11, 2021
Nearly lost in what I recently called the greatest quarter the tech industry’s ever seen was Satya Nadella’s fairly casual mention that Microsoft’s security business did more than $10 billion in revenue in 2020. (On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot for more than 2 years.) No doubt
Alphabet Google CEO Sundar Pichai

5 Reasons Why Google Cloud’s $5.6-Billion Loss Is Excellent News

February 10, 2021
While Google Cloud lost $5.6 billion on revenue of $13.1 billion for 2020, a deeper look both into the numbers and at current and future marketplace dynamics shows that the $5.6-billion loss actually reflects excellent performance. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, following its recent ascension over Salesforce, which
ServiceNow CEO Bill McDermott poses against a wall

The Quotable Bill McDermott: 10 Insights from CEO of Soaring ServiceNow

February 5, 2021
To truly understand the ServiceNow phenomenon that’s underscored by the record-high market cap of $115 billion it soared to yesterday, the best place to start is inside the relentlessly passionate, optimistic and customer-centric mind of CEO Bill McDermott. (On my weekly Cloud Wars Top 10 rankings, ServiceNow recently jumped up to #7, bumping IBM down
Cover image for Cloud Wars Live podcast interview with Ayman Sayed of BMC

BMC President and CEO Ayman Sayed: Bullish on the Digital Future

February 3, 2021
For this episode of Cloud Wars Live, I talked with BMC President and CEO Ayman Sayed. Ayman and I discussed digital business, digital transformation, end-to-end visibility and the need for companies to use data and digital technologies to interconnect all parts of the enterprise. We also talked about how BMC's mainframe heritage helps it in
Thomas Kurian, CEO of Google Cloud

Google Remains World’s Hottest Cloud Vendor as Q4 Growth Surges to 46.5%

February 3, 2021
Extending its year-long run as the world’s fastest-growing major cloud vendor, Google Cloud Q4 revenue soared 46.5% to $3.83 billion as Thomas Kurian’s company boosted its sequential rate of growth for the second straight quarter. While Google Cloud is much smaller than primary competitors Microsoft and Amazon’s AWS and thus should be able to grow
Microsoft CFO Amy Hood

Why Microsoft Just Posted the Greatest Quarter the Tech Industry’s Ever Seen

January 28, 2021
Two days ago, Microsoft CEO Satya Nadella and CFO Amy Hood revealed to the world in unmistakably clear language why Microsoft has become, without question, the world’s largest and most-influential enterprise-cloud provider. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1 and has held that top spot over #2 Amazon for more than