Google ‘Anthos’ and New CEO Turn Up the Heat On Microsoft and Amazon

April 10, 2019
In launching a hybrid platform that can solve one of enterprise IT’s most-difficult challenges, Google Cloud has greatly intensified the competitive heat on Microsoft and Amazon. Anthos will set a new level of expectations among business customers, who will soon demand that all of their cloud vendors offer similar capabilities. Microsoft has long maintained that
What Thomas Kurian must explain at Google Cloud Next '19

Four Big Questions Google Cloud Must Answer This Week

April 8, 2019

Two months after offering a compelling glimpse into how Google Cloud will become an aggressive and highly capable competitor in the Cloud Wars, CEO Thomas Kurian this week must win the confidence of customers and partners during the company’s highly anticipated Next ’19 event by filling in the details about  core positioning, industry solutions, and

The Cloud customers Dave O’Hara

Microsoft Exec on Cloud Market: Not Quite “Limitless” But “Lots of Runway”

March 27, 2019
Large businesses are accelerating their cloud commitments so dramatically that they’ve begun “pulling” Microsoft into new areas. The CFO of Microsoft’s commercial business recently told investors that “I don’t know if I would go so far as to say limitless, but there’s a lot of runway.” In an interview at the Morgan Stanley investors conference
CRM 2019

IBM Bets Its Future on Hybrid Cloud as IBM Cloud Revenue Tops $19 Billion

January 25, 2019

IBM made its unconditional and end-to-end commitment to a hybrid-cloud future unmistakably clear during its quarterly earnings call this week as CFO Jim Kavanaugh dropped the H-bomb 28 times. Kavanaugh tied hybrid cloud’s virtues to everything from customer innovation and productivity to every positive element in IBM’s strong fourth-quarter performance. So while I wasn’t at

CRM 2019

IBM Cloud Wins Huge Deal with BNP Paribas, Possibly Worth $2 Billion

January 22, 2019

Fresh on the heels of two massive cloud deals with Vodafone and Juniper valued at about $875 million, IBM today said it has deepened its long-time strategic partnership with global bank BNP Paribas in a deal that one analyst believes could be valued at $2 billion. This additional big new win for IBM Cloud will

IBM Wins 2 Hybrid Cloud Megadeals, Holds #5 Spot in Cloud Wars Top 10

January 22, 2019

As IBM prepares to release fourth-quarter and full-year earnings this afternoon, the company is building significant hybrid-cloud momentum for 2019 with two large and sweeping customer deals totaling $875 million over the next several years. The huge engagements with Vodafone for $550 million and Juniper for $325 million showcase IBM’s broad and deep strengths in

The Hybrid-Cloud Revolution

The Hybrid-Cloud Revolution: Oracle, SAP and Google Cloud (Part 2 of 2)

January 10, 2019

As companies surge into the cloud to accelerate innovation and become end-to-end digital businesses, major tech vendors—both “legacy” and cloud-native—are overhauling everything from product lines to sales practices to embrace the new customer-centric model in enterprise computing: the hybrid cloud. In yesterday’s Part 1 of this 2-part series—The Coming Hybrid Wave: Where Do Microsoft, IBM

CRM 2019

The Coming Hybrid Wave: Where Do Microsoft, IBM and Amazon Stand? (Part 1 of 2)

January 9, 2019

Ensuring that its stunning growth and surging relevance has only just begun, the cloud industry is warmly embracing hybrid computing—the fusion of traditional on-premises technology with the cloud—with Microsoft, IBM and Amazon leading the way in recognizing that business reality outranks whiz-bang new technologies. Because as impressive and disruptive as public-cloud infrastructure undoubtedly is, the

Inside Microsoft's Marketing Strategy CMO Chris Capossela Cloud Wars

Inside Microsoft’s Marketing Strategy: 10 Key Insights from CMO Chris Capossela

January 2, 2019

Throughout the enterprise cloud’s breakout year of 2018, Microsoft maintained a stranglehold on the #1 spot in my Cloud Wars Top 10 ranking because of its unmatched hybrid-cloud capabilities, its early and intense focus on AI and the intelligent edge as strategic digital-business differentiators, and its unwavering commitment to customer success. And as Microsoft has