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
Alphabet CEO Sundar Pinchai declined to offer specific Google Cloud Q1 Revenue numbers.

Google Cloud Q1 Numbers: What Alphabet Execs Said, and Didn’t Say

May 1, 2019
While Alphabet CEO Sundar Pichai and CFO Ruth Porat declined to offer specific details about Google Cloud’s revenue levels or growth rates during Monday’s earnings call, they did offer a few insights during prepared remarks and Q&A. Here’s a look at some of their verbatim statements. And I focused on comments about Google Cloud, which
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

SAP’s Brilliant Transformation: And They’ve Only Just Begun

April 25, 2019

Six months ago when SAP announced plans to buy Qualtrics for $8 billion, the ankle-biters screeched, “They’re paying way too much!”Three months ago when SAP announced it was going to churn a tiny percentage of its workforce to ensure it could bring in top-priority skills for the future, the nickel-counters howled, “They’re gutting the company!”