Google Cloud logo sign at Alphabet event

Google Cloud Hypergrowth Triggers More Billions from Alphabet

May 7, 2021
With revenue soaring and losses plummeting, Google Cloud has convinced parent Alphabet to continue investing billions in the high-flying business that has a higher growth rate than any other company on the Cloud Wars Top 10. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3 behind #1 Microsoft and #2 Amazon. During
Microsoft and GitHub leaders discuss the acquisition

Microsoft’s Killer Acquisition: GitHub Soars 70%

May 6, 2021
While Microsoft’s $26.2-billion acquisition of LinkedIn in 2016 has been by every measure a massive success, I wonder if over time Microsoft will come to believe that its $7.5-billion acquisition of GitHub 3 years ago has been even more transformative and valuable. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime holder
Microsoft CEO Satya Nadella speaks onstage about Q1 cloud revenue

Microsoft Rules: Q1 Cloud Revenue Bigger Than Amazon, Google Combined

May 3, 2021
Despite excellent Q1 cloud-revenue achievements from both Google Cloud and Amazon’s AWS, Microsoft’s first-quarter cloud revenue once again exceeded the comparable totals for Google Cloud and AWS. Those 3 companies sit atop by weekly Cloud Wars Top 10 rankings, with Microsoft the longtime #1, Amazon and its AWS cloud unit the longtime #2, and Google
Microsoft CEO Satya Nadella talks Q1 cloud revenue

Microsoft Cloud Blowout: $18 Billion for Q1, $78 Billion for 2021?

April 27, 2021
Continuing to defy the laws of physics, Microsoft’s cloud business has a very good chance to reach $18 billion for the 3 months ended March 31 en route to an extraordinary calendar-2021 cloud revenue total of $78 billion, according to my projections. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for
IBM CEO Arvind Krishna shares Q1 cloud revenue results

IBM Cloud Bounces Back with Q1 Cloud Revenue up 18% to $6.5 Billion

April 20, 2021
Rebounding nicely from last quarter’s measly 8% growth in cloud revenue, IBM has jumped out to a solid start in 2021 with Q1 cloud revenue up 18% to $6.5 billion. On my weekly Cloud Wars Top 10 rankings, IBM is #9 despite the fact that its cloud revenue for the 12 months ended March 31
Snowflake banner on a building on Wall Street, celebrating its hypergrowth

Snowflake Bets Continued Hypergrowth on Explosive Trend in Cloud

April 9, 2021
Snowflake is intensifying the vertical-industry focus that has been a major part of its early success and that will continue to enhance the relatively small company’s credibility and appeal among large enterprises, says CEO Frank Slootman. Earlier this week, Snowflake hammered its way into my weekly Cloud Wars Top 10 rankings, displacing Adobe in the
Oracle CEO Safra Catz

Oracle CEO Safra Catz: 6 Reasons to Be Bullish on Oracle Cloud

March 15, 2021
While Oracle’s March 10 earnings call will be remembered primarily for Larry Ellison’s gleeful disclosure of 100 customer wins versus SAP, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and SAP is #5.) Yes, some
SAP CEO Christian Klein speaks in a video presentation

After Hard-Hitting Attack from Oracle’s Larry Ellison, 5 Things SAP Should Do

March 12, 2021
If a true indication of a winner is how they react to adversity, then SAP and CEO Christian Klein have a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections to Oracle.  It was 15 months ago when Ellison began raising the specter of converting some
Larry Ellison Delivers Keynote At Annual Oracle OpenWorld Conference

Larry Ellison Rocks the Cloud: Oracle OCI on $2-Billion Run Rate

March 11, 2021
Larry Ellison’s stunning disclosure that Oracle now has a $2-billion cloud-infrastructure business with a triple-digit growth rate turns Oracle from a tough-talking but unproven fringe player into a high-performance player worthy of being seen as a legitimate peer of industry leaders Microsoft, Amazon and Google. (On my weekly Cloud Wars Top 10 rankings, Oracle is
Oracle founder Larry Ellison

As Oracle Cloud Surges, Larry Ellison Might Attack Amazon, SAP on Q3 Call

March 8, 2021
As Oracle continues to distinguish itself as one of the world’s fastest-growing major cloud businesses, Larry Ellison might come out swinging against major rivals Amazon and SAP during the March 10 Q3 earnings call. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6, Amazon is #2, and SAP is #5.) Based on Ellison's