Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like
Google Cloud logo in a conference setting

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

August 3, 2020
In the COVID-challenged quarter ended June 30, Google Cloud continued to be the fastest-growing major cloud vendor as its 43% revenue-growth rate was much higher than those of its much-larger rivals. That marketplace dynamic here in mid-2020 triggers four thoughts:  Although Google Cloud should certainly be commended for growing much more rapidly than its primary
Google Cloud CEO Thomas Kurian speaks during the company's Next conference

Google Cloud Booms: Thomas Kurian’s Vision for World’s Fastest-Growing Cloud

July 21, 2020
In his concluding remarks to a major keynote presentation last week, Google Cloud CEO Thomas Kurian said this: “This is a very defining moment for all of us around the world. To have the hope and the optimism to reimagine your business as you recover from the pandemic, we at Google take responsibility to support
Google Cloud and SAP logos, highlighting their partnership

Hey Microsoft: Google Cloud Is Pushing You Out as SAP’s #1 Cloud Partner

July 1, 2020
While promiscuity is a given among top SaaS vendors and the big hyperscalers, it looks to me like Google Cloud has cut in aggressively on Microsoft as the infrastructure heartthrob SAP likes best. First of all, SAP CEO Christian Klein recently stated quite assertively that while it’s all nice and wonderful that the big hyperscalers—Amazon,
Lowe's CEO Marvin Ellison talks to Mad Money about Google Cloud

Google Cloud Helps Drive Triple-Digit Online Growth at Lowe’s

June 2, 2020
Google Cloud has scored a major victory in showcasing its transformational prowess as the CEO of Lowe’s recently said GC has been indispensable in helping Lowe’s double its online revenue in April and May. Speaking with Jim Cramer on Mad Money in late May, Lowe’s CEO Marvin Ellison offered broad context for his company’s outstanding
SAP CEO Christian Klein, who recent predicted growing tension with Microsoft and Google in cloud

SAP Will Battle Microsoft & Google for Customer Control, Says CEO Christian Klein

May 12, 2020
In a recent interview with diginomica.com’s Den Howlett, SAP CEO Christian Klein predicted increasing tension with hyperscalers Microsoft and Google as they move more deeply into applications and gain more control over customer transformations. The pivotal issue is the radically different technology stack in the cloud versus in traditional on-premises IT. In the old world,
Google Cloud is helping companies like Macy's with industry-specific apps

Google and SAP Fusing Cloud and AI in Next-Gen Apps for Industries

May 11, 2020
While SAP and Google Cloud currently enjoy an excellent relationship as strategic partners in the cloud, their shared desire to lead the emerging market for industry-specific solutions could cast them as competitors in the near future. Both companies have expressed strong intentions to create for their customers a new type of data-driven application powered by
Salesforce CEO Marc Benioff

Can Salesforce Keep Growing? Five Possibilities for Marc Benioff

May 9, 2020
Editor’s note: This article was contributed to Cloud Wars by Jiri Kram, a solution architect who studied Fintech at MIT and specializes in cloud computing and blockchain. He is a highly respected commentator on LinkedIn, where he originally published this piece on May 6. This article marks Jiri’s third appearance on Cloud Wars; you can
Table comparing Q1 cloud revenue for Microsoft, AWS and Google Cloud

Q1 Cloud Revenue Roundup: Microsoft, AWS and Google Total $26.3 Billion

May 5, 2020
The cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3 billion, with Microsoft contributing half of that and AWS and Google combining for the other $13 billion. Growth rates for all three cloud powerhouses continue to be impressive as well:  Google Cloud (#4 on the Cloud Wars Top 10) at 52%; Microsoft (#1 on