ServiceNow has climbed to #9 on the Cloud Wars Top 10

ServiceNow Jumps to #9 on Cloud Wars Top 10 behind #6 Google, #7 IBM, #8 Workday

November 5, 2019
With the imminent arrival of outgoing SAP CEO Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to the #9 spot on the Cloud Wars Top 10 ranking of the world’s most-influential cloud vendors. Accenture slips from #9 to #10 in the wake of ServiceNow’s ascent, which has been triggered
Amazon Q3 growth rate

As #2 Amazon Falls Farther Behind #1 Microsoft, Will it Expand into SaaS?

November 4, 2019
Most CEOs the world over would swap serious parts of their anatomy for the “problems” that Amazon’s AWS cloud unit is confronting: Q3 revenue up “only” 35% to $9 billion. But life in the Cloud Wars is definitely not like it is in most other industries. And Amazon has only its stellar performances of the

Life After SAP: Bill McDermott’s 10-Point Plan to Triple ServiceNow’s Revenue

October 31, 2019
In a bizarre but compelling courtship ritual, Bill McDermott—who’s the outgoing CEO of SAP and the future CEO of ServiceNow—and John Donahoe—the soon-to-be-ex-CEO of ServiceNow and future CEO of Nike—outlined in a recent earnings call the fabulous future of a company neither exec fully represents. Setting aside that quirkiness in the space-time continuum, the outgoing
Sundar Pichai shares insight into Google Cloud Q3 growth

Google Cloud Q3 Growth Triggered by Compute, Data Analytics and G-Suite

October 30, 2019
Google Cloud racked up major Q3 wins in healthcare, financial services and retail as “strong customer demand” for compute, data analytics and G Suite generated “significant growth” across the globe for the #6 company on the Cloud Wars Top 10. Google CEO Sundar Pichai cited “great momentum” for its fast-growing cloud business. He also said
Satya Nadella put Amazon and Google on notice on recent Microsoft earnings call

#1 Microsoft Puts Amazon and Google on Notice: We’re Just Getting Started

October 28, 2019
Satya Nadella delivered an unmistakably more-aggressive outlook in last week’s earnings call as he touted Microsoft’s superiority over all of its competitors in technology prowess, product breadth, commitment to customers, and investment savvy.  True, Nadella did not mention either Amazon or Google by name. But never before has he used an earnings call to be
Insights into how Microsoft achieved cloud revenue accounting for 35% of company revenue

Why #1 Microsoft Is Top Cloud Vendor: Cloud Now Drives 35% of Revenue

October 24, 2019
Microsoft’s commercial-cloud juggernaut now accounts for more than one-third of the company’s total revenue. This represents a stunning achievement for CEO Satya Nadella as he nears the end of his sixth year leading the world’s #1 cloud company. Mighty Microsoft—the world’s most highly valued corporation, with a market cap of just over $1 trillion—yesterday reported
Co-CEO Jen Morgan talks SAP CX Revenue and Qualtrics

Attention Salesforce: SAP CX Revenue Surges 75%, Key Exec Jumps Ship

October 22, 2019
While Salesforce’s CRM revenue is almost 10x that of SAP’s, newly named co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that SAP’s Qualtrics and CX business have become the primary growth drivers for the company. With long-time CEO Bill McDermott set to step down Dec. 31, Morgan and co-CEO Christian Klein
Analyzing IBM Q3 earnings

IBM Cloud Grows 14% and Drives Sweeping Internal Transformation

October 18, 2019
As IBM transforms itself to move at the speed of the cloud-based digital economy, the Red Hat acquisition has boosted the company’s third-quarter cloud revenue 14% to $5 billion. It's true that 14% cloud-revenue growth in today’s high-growth Cloud Wars is not exactly a cause for party hats and celebration. But for IBM it represents
IBM CEO Ginni Rometty talks with Red Hat leadership ahead of Q3 results announcement.

IBM’s $33-Billion Bet on Red Hat: The Stakes Are Enormous

October 9, 2019
A few months ago, in a piece headlined IBM’s $19-Billion Cloud Business: Where Did the Growth Go?, I pulled together some numbers revealing that the slowest-growth cloud business in the Cloud Wars Top 10 is clearly IBM’s. That piece also touched on the high hopes—the extremely high hopes—IBM is pinning on its $33-billion acquisition of
Larry Ellison says Oracle Autonomous Database is only the beginning

Hello, IBM and Microsoft: Larry Ellison’s Big Plans for Oracle Autonomous Database

September 16, 2019
Calling his new Autonomous Database “the most exciting and successful new-product offering in the history of our company,” Oracle founder Larry Ellison is expecting to trigger a massive wave of revenue growth for Oracle with a product he says every customer needs but no other vendor offers. Ellison delivered an extreme buildup for the industry’s