Salesforce CEO Marc Benioff

Salesforce Q4 Earnings: Can Marc Benioff Reverse Sharp Slide in Growth Rate?

February 12, 2021
As Salesforce battles intensifying competition on one side and the Law of Big Numbers on the other, can Marc Benioff push his company’s growth rate back above 20% when fiscal-Q4 earnings come out on February 25? On my weekly Cloud Wars Top 10 rankings, Salesforce was the longtime holder of the #3 spot but earlier
Microsoft CEO Satya Nadella, who recently spoke about Microsoft's security business

Microsoft’s $10-Billion Secret: 6 Fun Facts about its Security Business

February 11, 2021
Nearly lost in what I recently called the greatest quarter the tech industry’s ever seen was Satya Nadella’s fairly casual mention that Microsoft’s security business did more than $10 billion in revenue in 2020. (On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot for more than 2 years.) No doubt
Thomas Kurian, CEO of Google Cloud

Google Remains World’s Hottest Cloud Vendor as Q4 Growth Surges to 46.5%

February 3, 2021
Extending its year-long run as the world’s fastest-growing major cloud vendor, Google Cloud Q4 revenue soared 46.5% to $3.83 billion as Thomas Kurian’s company boosted its sequential rate of growth for the second straight quarter. While Google Cloud is much smaller than primary competitors Microsoft and Amazon’s AWS and thus should be able to grow
ServiceNow CEO Bill McDermott, who has led the company to 7 on the Cloud Wars Top 10

ServiceNow Vaults to #7 on Cloud Wars Top 10, Knocks IBM Down to #9

February 1, 2021
Powered by a 32% jump in Q4 subscription revenue plus a bullish and expansive outlook for 2021, ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking troubled IBM out of that position and down below Workday to #9. Yes, it’s certainly true that IBM’s cloud revenue
Microsoft CFO Amy Hood

Why Microsoft Just Posted the Greatest Quarter the Tech Industry’s Ever Seen

January 28, 2021
Two days ago, Microsoft CEO Satya Nadella and CFO Amy Hood revealed to the world in unmistakably clear language why Microsoft has become, without question, the world’s largest and most-influential enterprise-cloud provider. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1 and has held that top spot over #2 Amazon for more than
IBM Cloud Growth Rate Chart

IBM Shocker: Q4 Cloud Growth Plummets to 8%

January 27, 2021
While Microsoft and Amazon are likely to report Q4 cloud-revenue growth rates of 30% or more, and while red-hot Google Cloud could come in at 40% or above, IBM last week said the growth rate for its cloud business plummeted in Q4 to 8%. And in the wickedly competitive Cloud Wars, 8% growth means you’re
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
SAP CEO Christian Klein

SAP: After Brutal Q3, Will it Stumble Again or Bounce Back Boldly?

November 3, 2020
Is SAP’s Q3 nightmare that zapped $35 billion in market-cap value a harbinger of deep troubles, or will the company be able to rally behind the customer-centric vision of CEO Christian Klein and emerge as a true cloud powerhouse? (SAP is #5 on my Cloud Wars Top 10 weekly rankings.) As is so often the
ServiceNow becoming high-growth global powerhouse

As Oracle, Salesforce and SAP Fight for Future, Can ServiceNow Tip the Scales?

November 2, 2020
As Bill McDermott has flipped ServiceNow from a fast-growing niche player to a high-growth global powerhouse, he’s made it very clear that he has no quarrel with the traditional enterprise-software vendors such as SAP, Oracle, and Salesforce. (On my weekly Cloud Wars Top 10 rankings, ServiceNow is #9, SAP is #5, Oracle is #6, and