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
Workday Adaptive Insights logos

Workday’s Secret Weapon Has “Phenomenal” First Year

September 9, 2019
While Workday’s flagship HCM franchise and high-growth Financials business get most of the attention, the company’s acquisition a year ago of planning hotshot Adaptive Insights appears to be the catalyst for Workday’s ongoing success. Workday did not break out the financial performance of its Adaptive Insights Planning business in its recent earnings call. But CEO
Insights from Satya Nadella and Amy Hood on Microsoft's monster Q4 revenue

Inside Microsoft’s Monster Q4: 10 Big Cloud Numbers

August 12, 2019
To show the magnitude of Microsoft’s latest cloud-revenue performance, I recently offered this broad perspective for the quarter ended June 30: #1 Microsoft Cloud Revenue as Big as Salesforce, SAP, Oracle, IBM Combined. Some additional perspective: the $11 billion in commercial-cloud revenue for Microsoft’s fiscal Q4—traditionally its largest quarter of the year—was more than 30%

Top 10 Cloud Vendors Hit $37 Billion in Q2 As Microsoft, Amazon Drive 50%

August 6, 2019
The raging-bull market for enterprise-cloud services hit full stride in Q2 as the Cloud Wars Top 10 vendors rang up revenue of more than $37 billion. With market leader Microsoft and #2 Amazon generating 50% of that $37 billion for Q2, the sheer Q2 volume among the Top 10 is heavily tilted toward the top
CEO John Donahoe spoke about the ServiceNow Microsoft deals that are driving growth.

ServiceNow Bets Big on Microsoft and Mobile for Next Growth Spurt

August 2, 2019
Having posted $3 billion in revenue for the past 12 months, ServiceNow is banking on some powerful new mobile applications plus a deep new partnership with industry leader Microsoft to trigger its next phase of growth. While CEO John Donahoe cited a number of factors for the company’s sustained performance, I was most interested in
Highlights from Amazon Q2 earnings announcement, including aws growth

Amazon Becoming Powerhouse in Red-Hot Machine Learning and Blockchain

July 30, 2019
Looking to extend its cloud leadership beyond the IaaS category it created and dominates, Amazon’s AWS unit disclosed big customer wins and new advanced services in the explosive categories of machine learning and blockchain. In disclosing Q2 financial results late last week, Amazon—the #2 company on my Cloud Wars Top 10 rankings—pounded home its advances
New insights into Google Cloud and its recent success

Inside Google Cloud’s Breakout $2B Quarter: 10 Key Insights

July 29, 2019
CEO Thomas Kurian has lit a customer-centric fire under Google Cloud. And 10 key points from last week’s earnings call reveal the major factors driving new levels of success since Kurian assumed control in January. Those drivers have also pushed Google Cloud up one spot to #6 in the weekly Cloud Wars Top 10 rankings. 

Why Did Alphabet Reveal Google Cloud’s Q2 Revenue of $2B-Plus?

July 26, 2019
Eighteen months ago, Alphabet revealed that Google Cloud had experienced its first billion-dollar quarter. Then, for the next five quarters, Alphabet executives declined to disclose any follow-on details regarding Google Cloud revenue. But with its cloud business greatly reinvigorated since CEO Thomas Kurian took the reins 6 months ago, Alphabet disclosed yesterday that Google Cloud

Satya Nadella Admits: Microsoft Cloud Business Is Bigger than Amazon’s

July 25, 2019
A point I’ve been making loudly and relentlessly for the past two years—that Microsoft’s cloud business is larger than Amazon’s—has now been echoed publicly for the first time by none other than Microsoft CEO Satya Nadella. While many in the media, along with a surprising number of analysts, continue for reasons I can’t fathom to