Amazon AWS CEO Andy Jassy

Can Oracle Beat AWS and Snowflake in the Cloud Database Wars?

January 9, 2021
Forget what we know about who leads the database market. The market is being upended by a new breed of cloud database providers, led by Snowflake but there are many others. And transformation-driven customers are eager for new and better approaches to data management. The database market was long defined by deep-rooted incumbents—Oracle, IBM, SAP,
Snowflake CEO Frank Slootman

Inside Snowflake: the Phenomenal Growth Number Driving All the Hype

January 7, 2021
While Snowflake’s revenue growth reached a whopping 119% in its most-recent quarter, the true indicator of Snowflake’s full potential is its 240% growth rate for contracted future commitments from customers. (While not currently listed on my weekly Cloud Wars Top 10 rankings, I have a strong suspicion that it won’t be too long before Snowflake
SAP CEO Christian Klein

SAP, Google, Oracle Battle over Industry-Specific Solutions: 5 Predictions

January 5, 2021
While savage competition will be the order of the day across all segments of the red-hot cloud industry, the battle for supremacy in industry-specific clouds will be the most intense because of their massive future revenue potential. Yes, the big hyperscalers will continue to pour billions into new capacity and will in return be fully
Microsoft CEO Satya Nadella, #1 on Cloud Wars Top 10

The Top 10 Challenges for the Cloud Industry in 2021

December 28, 2020
Despite having a combined market cap of about $5.5 trillion and being the core of the greatest growth market the tech industry has ever known, the Cloud Wars Top 10 vendors each face significant challenges in 2021. Whether those challenges are from other Cloud Wars Top 10 competitors, from feisty upstarts like Snowflake, or driven
Workday CEO and Co-Founder Aneel Bhusri, who helped the company post dazzling Q3 results

Workday’s Dazzling Q3: Goes Live with 2.9 Million Users at Walmart, Accenture, UPS, GE

November 24, 2020
Workday’s strong fiscal-Q3 results overshadowed an extraordinary achievement: global icons Walmart, Accenture, UPS and GE all went live on Workday HCM in Q3 with those 4 companies representing almost 3 million new users. (On my weekly Cloud Wars Top 10 rankings, Workday is #8.) Overall, Workday said it helped a total of 190 customers go
CEO Thomas Kurian leads Google Cloud to the top of cloud vendors in growth

Top 10 Fastest-Growing Cloud Vendors: #1 Google, #2 Oracle, #3 Microsoft

November 16, 2020
As the enterprise cloud becomes the unquestioned foundation for the future of digital business, the 3 vendors whose cloud revenue is growing most rapidly in this booming market are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%. (On my weekly Cloud Wars Top 10 rankings of the largest and most-influential cloud vendors in the
Google Cloud CEO Thomas Kurian

Google Cloud’s Big Win: the Remarkable 2-Year Journey of CEO Thomas Kurian

November 9, 2020
If Google’s founders have a secret list of “best hires we’ve ever made,” I would surely bet that Google Cloud CEO Thomas Kurian is near or at the top. (On my weekly Cloud Wars Top 10 rankings, Google Cloud is #4 behind #1 Microsoft, #2 Amazon, and #3 Salesforce.) Before Kurian came aboard in January
Google Cloud CEO Thomas Kurian

Google Cloud Stellar Performance Triggers Special Status from Alphabet

November 6, 2020
While Google Cloud generated only 7.5% of parent-company Alphabet’s $46.2 billion in Q3 revenue, the cloud unit’s surging growth and massive potential have spurred Alphabet to begin breaking out Google Cloud’s financial results in a separate reporting segment. (On my weekly Cloud Wars Top 10 rankings, Google Cloud is #4 after beginning the year at
Will Amazon CEO Jeff Bezos spin out AWS ?

As Amazon’s Cloud Growth Slows, Will Jeff Bezos Cut AWS Loose?

November 4, 2020
While Amazon’s AWS cloud unit has an excellent chance of blowing past $50 billion in revenue in 2021, the surging and superior results from Amazon’s “traditional” businesses might well provide Jeff Bezos with the impetus to spin out the superstar cloud unit next year. (On my weekly Cloud Wars Top 10 rankings, Amazon is #2

Google Cloud Growing 50% Faster than Microsoft, Amazon; Q3 Pace Tops Q2

October 30, 2020
While Microsoft (31%) and Amazon (29%) posted strong cloud-revenue growth rates for Q3, Google Cloud retained its claim to being the fastest-growing cloud vendor by boosting its revenue 44.8% in the quarter. (On my Cloud Wars Top 10 weekly rankings, Microsoft is #1, Amazon is #2, and Google is #4.) Of course, it must be