Graphic showing how Salesforce and Tableau deliver Customer 360

Marc Benioff’s Next Big Challenge: Make Salesforce a Data-Analytics Powerhouse

March 2, 2020
Several months after refocusing his entire company around its ‘Customer 360’ strategy, Salesforce CEO Marc Benioff now says the Tableau acquisition is transforming Customer 360 from a unified data approach to a decision-making engine. In Salesforce’s dazzling Q4 earnings release that featured not only blowout financials but also the unexpected departure of co-CEO Keith Block,
Salesforce CEO Marc Benioff, whose company is nearing a $20 billion run rate

Salesforce Shock & Awe: Growth Accelerates as Run Rate Hits $20 Billion

February 28, 2020
The scary thing about Salesforce and its record-busting fiscal Q4 is that the company’s growth rate is accelerating. as the company is about to hit a $20-billion annualized run rate. Yes, acquisitions have played some part in that—but not that much of a role. The inescapable fact is that over the past five quarters, the
Table showing the top 5 cloud vendors based on 2019 revenue

Who Are the World’s Top 5 Cloud Vendors Ranked by 2019 Revenue?

February 18, 2020
While revenue is just one of many measures we use in setting our weekly Cloud Wars Top 10, it’s fascinating to see that in terms of raw dollars, IBM grabs third place in a ranking of the top 5 vendors by 2019 cloud revenue. IBM has been at #7 on the Cloud Wars Top 10
Cloud Wars analyzes the TechCrunch story on Microsoft vs. AWS cloud

AWS Thrashing Microsoft, Says TechCrunch—But Revenue Numbers Tell Opposite Story

February 4, 2020
A very large, successful and well-respected tech-media company last week wrote that “Microsoft is miles behind the cloud leader” (AWS) and is “still struggling to gain meaningful ground on AWS’s lead.” However, official financial documents released by both companies last week clearly show that Microsoft’s cloud business is much larger than that for Amazon’s AWS
CEO Satya Nadella discusses Microsoft cloud revenue for 2019

Microsoft Blows Away Amazon in 2019 Cloud Revenue: 30% Bigger

January 30, 2020
Microsoft’s latest blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion, making its cloud business about 30% larger than the approximately $34.8 billion that I expect Amazon to report for AWS tomorrow. Microsoft’s stellar $12.5 billion in cloud revenue for its fiscal Q2 ended Dec. 31, up 41%, should help correct
Cloud Wars analyzes the IBM Cloud growth spurt

IBM Cloud’s Big Growth Spurt: 10 Key Numbers

January 23, 2020
While I continue to believe IBM’s cloud resurgence will be short-lived unless CEO Ginni Rometty makes some sweeping changes, the company was certainly able to share some impressive Q4 results. Yesterday, in a piece called Ginni Rometty’s Last Stand: A 5-Point Plan to Reignite IBM’s Growth, I argued that IBM is hamstrung by a corporate
IBM CEO Ginni Rometty

Ginni Rometty’s Last Stand: A 5-Point Plan to Reignite IBM’s Growth

January 22, 2020
While IBM’s Q4 cloud revenue jumped 23% and its $33-billion bet on Red Hat is looking good in these early days, CEO Ginni Rometty cannot afford another post-Q4 dropoff paired with promises of turnarounds looming somewhere down the road. To prevent another such slump, it’s clear that IBM must make some fundamental and structural changes
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.