IBM CEO Arvind Krishna shares Q1 cloud revenue results

IBM Cloud Bounces Back with Q1 Cloud Revenue up 18% to $6.5 Billion

April 20, 2021
Rebounding nicely from last quarter’s measly 8% growth in cloud revenue, IBM has jumped out to a solid start in 2021 with Q1 cloud revenue up 18% to $6.5 billion. On my weekly Cloud Wars Top 10 rankings, IBM is #9 despite the fact that its cloud revenue for the 12 months ended March 31
Salesforce tower seen from below

Can Salesforce Fight Off Google, Microsoft, SAP for #1 in Industry Clouds?

April 14, 2021
Can Salesforce win the frantic race among the Cloud Wars Top 10 to become the leader in the booming market for industry-specific cloud solutions? With every Top 10 company—and particularly Google, Microsoft and SAP—declaring that industry-specific solutions are an absolute top priority, Salesforce will need to stay lean and hungry to retain its current hold
Table showing the fastest-growing major cloud vendors, led by Google and Oracle

Fastest-Growing Major Cloud Vendors: Google #1, Oracle #2, Microsoft and ServiceNow #3

March 25, 2021
Generating almost $53 billion in cloud revenue during their most-recent quarters, the world’s 9 largest and most-influential cloud providers have posted growth rates ranging from Google Cloud’s top-ranked 46.6% to the head-scratching 8% for IBM and SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google Cloud is #3, SAP is #5,
Oracle CEO Safra Catz

Oracle CEO Safra Catz: 6 Reasons to Be Bullish on Oracle Cloud

March 15, 2021
While Oracle’s March 10 earnings call will be remembered primarily for Larry Ellison’s gleeful disclosure of 100 customer wins versus SAP, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and SAP is #5.) Yes, some
Larry Ellison Delivers Keynote At Annual Oracle OpenWorld Conference

Larry Ellison Rocks the Cloud: Oracle OCI on $2-Billion Run Rate

March 11, 2021
Larry Ellison’s stunning disclosure that Oracle now has a $2-billion cloud-infrastructure business with a triple-digit growth rate turns Oracle from a tough-talking but unproven fringe player into a high-performance player worthy of being seen as a legitimate peer of industry leaders Microsoft, Amazon and Google. (On my weekly Cloud Wars Top 10 rankings, Oracle is
Oracle founder Larry Ellison

As Oracle Cloud Surges, Larry Ellison Might Attack Amazon, SAP on Q3 Call

March 8, 2021
As Oracle continues to distinguish itself as one of the world’s fastest-growing major cloud businesses, Larry Ellison might come out swinging against major rivals Amazon and SAP during the March 10 Q3 earnings call. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6, Amazon is #2, and SAP is #5.) Based on Ellison's
Snowflake CEO Frank Slootman shares the company's Q4 cloud revenue numbers

Snowflake: 4 Big Steps on Journey to $1 Billion in Data Cloud Revenue

March 5, 2021
Snowflake continued on its high-growth trajectory in its fiscal Q4 ended Jan. 31 with product revenue jumping 116% to $178 million and overall revenue soaring 117% to $190 million.  Revenue for the fiscal year was $592 million. The cloud database provider’s guidance for the current year puts it on track to generate product revenue of
Salesforce CEO Marc Benioff

Memo to Marc Benioff: 3 Questions for You from Q4 Earnings Call

March 2, 2021
Dear Marc: While Salesforce recently reported very solid Q4 and terrific full-year results, I’m a bit puzzled by 3 comments you made regarding data centers, the world’s largest software companies and Salesforce’s new strategic position. (On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 after a long run in the #3 spot, which
Designed graphic representing the Microsoft cloud

Microsoft Cloud Looks Unstoppable as RPO Blows Past $110 Billion

February 23, 2021
While Microsoft Q4 cloud revenue was surging 34% to $16.7 billion, the company was also laying the foundation for massive ongoing growth by reporting that its as-yet-unearned cloud revenue reached a total of $112 billion, up 24%. That enormous number fills a category that Microsoft calls “commercial remaining performance obligation” and has broadly defined as