Cloud Wars analyzes ServiceNow's 2020 challenge: tripling its revenue

Bill McDermott’s ServiceNow Moonshot: Triple Revenue, Become “Most Admired”

January 17, 2020
(Last in our series on the top challenges facing the Cloud Wars Top 10.)   Two months before he officially became CEO of ServiceNow, legendary former CEO of SAP Bill McDermott pushed great expectations almost over the edge when he promised ServiceNow would become “the most admired business-software company in the world.” Oh yeah, and
Cloud Wars analyzes the challenge for IBM in 2020 - growth

Can IBM Crush its Silos and Behave Like Customer-Obsessed Startup?

January 15, 2020
(Seventh in a series on the top challenge facing each vendor in the Cloud Wars Top 10.)   Two years ago, when IBM reported cloud revenue of $5.5 billion for the 3 months ended Dec. 31, 2017, it became for that quarter the world’s largest cloud-computing vendor—bigger than Microsoft, bigger than Amazon, bigger than everyone.
Microsoft under Satya Nadella will soon exceed 50 billion in cloud revenue

Why Microsoft Will Blow Past $50 Billion in Cloud Revenue: 5 Reasons

December 30, 2019
This simple but astonishing detail perfectly exemplifies the Cloud Wars’ runaway dynamism: Microsoft’s enterprise-cloud revenue will very likely exceed $50 billion for its fiscal year ending June 30, 2020. That’s $50 billion in cloud revenue. For one 12-month period. From one company.  Taken entirely on its own, Microsoft’s $50-billion cloud business would make it one
Cloud revenue projections for SAP and Salesforce

Cloud Revenue Super-Surge: Salesforce and SAP to Top $51 Billion for 2023

December 3, 2019
With Salesforce and SAP forecasting cloud revenue for 2023 that will total more than $51 billion, it’s clear that one of the greatest growth markets in history has not come even close to reaching its full potential. SAP and Salesforce both held investor-day events last month, and their respective presentations included revenue projections for calendar
Microsoft cloud revenue will exceed total combined numbers for four competitors

#1 Microsoft Cloud Revenue Tops #3 Salesforce, #4 SAP, #5 Oracle and #6 Google Combined

October 10, 2019
While Salesforce, SAP, Oracle and Google all have high-growth cloud businesses, a true measure of Microsoft’s mass and momentum is that its cloud revenue will exceed the combined total of those four competitors’ cloud revenue for the quarter ended Sept. 30. Here’s how I expect the numbers to line up for these heavyweights in my
Analyzing the Q3 cloud revenue numbers for the Cloud Wars Top 10

#1 Microsoft, #2 Amazon Will Drive Cloud Wars Top 10 Over $40 Billion for Q3

October 4, 2019
With #1 Microsoft and #2 Amazon likely to generate $20 billion in cloud revenue for the 3 months ended Sept. 30, the Cloud Wars Top 10 vendors should combine for more than $40 billion for that quarter. We’ll get the exact details for several companies later this month as earnings releases come out for Microsoft,
cloud revenue projections for calendar 2019

Cloud Revenue Surging to $158 Billion for Top 10 Vendors in 2019

August 21, 2019
As digital transformation powered by the cloud becomes the defining business dynamic of our time, the world’s 10 largest and most-influential enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019. That’s an enormous number for the leading companies in an industry still in its very early stages. By some estimates,
An overview of the top 10 fastest growing cloud companies

The Top 10 Fastest-Growing Cloud Companies In Q1: Hypergrowth, Sustained

July 9, 2019
With a slew of Q2 earnings releases about to hit, I’m expecting more hypergrowth in the cloud, especially on the part of the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon. In Q1, those three major cloud vendors posted blowout numbers as the business surges into the cloud. And there’s no reason to think SAP,
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

ServiceNow Set to Unveil ‘Killer App’ as Market Cap Surpasses $50 Billion

May 2, 2019
With subscription revenue up 40% and a record-high market cap almost as large as General Motors’, digital-workflow leader ServiceNow is preparing to release a new employee-experience SaaS product that CEO John Donahoe says will become a “killer mobile app.” During ServiceNow’s recent Q1 earnings call, Donahoe spoke about the forthcoming release named “New York.” “New