Portrait of Microsoft CFO Amy Hood

Microsoft Is #1 in the Cloud, and CFO Amy Hood Is Bullish on the Future

March 6, 2020
Speaking at an investors conference earlier this week, Microsoft CFO Amy Hood offered a range of insights into the company’s strategy while calling out particularly strong performances “across each of our cloud properties” and in Windows for security. In a Q&A session with Morgan Stanley lead software analyst Keith Weiss, Hood consistently expressed her optimism
Cloud Wars analyzes the challenge for IBM in 2020 - growth

Can IBM Crush its Silos and Behave Like Customer-Obsessed Startup?

January 15, 2020
(Seventh in a series on the top challenge facing each vendor in the Cloud Wars Top 10.)   Two years ago, when IBM reported cloud revenue of $5.5 billion for the 3 months ended Dec. 31, 2017, it became for that quarter the world’s largest cloud-computing vendor—bigger than Microsoft, bigger than Amazon, bigger than everyone.
Microsoft says that its cloud migrations are 5X cheaper than Amazon's

Why Microsoft and Not Amazon Is #1 in Cloud: Migrations Are 5X Cheaper

January 10, 2020
Microsoft’s long-time expertise with on-premises technology has helped it deliver cloud migrations that are often 5X less expensive than those offered by cloud-native archrival AWS, according to a Microsoft executive. Speaking at an investors conference last month, Microsoft corporate vice-president for cloud marketing Takeshi Numoto offered the following perspective on the dynamics involved when large
IBM Red Hat cloud innovation

Look Who’s Driving Disruptive Innovation in the Cloud: IBM!

November 25, 2019
Rejuvenated by Red Hat and finally willing to fuse traditional strengths with powerful innovations, IBM is redefining the booming cybersecurity market with cloud-based solutions optimized for today’s hybrid cloud and multicloud environments. While IBM’s introduction last week of the Cloud Pak for Security platform is definitely intriguing from the perspective of products and solutions, I
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
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
New Cloud Wars Q&A with IBM explores what it means to be the "most-open" cloud

IBM Says We’re #1 With “Most Open” Cloud

August 15, 2019
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast cloud portfolio plus Red Hat gives it the “most open” cloud in the industry precisely as customers are demanding open-source solutions. But is IBM truly the “most open” cloud? Is it more open than Google,
Hillery Hunter explains IBM's plan for Red Hat

IBM’s $34-Billion Payback Plan for Red Hat

August 9, 2019
Would you spend $34 billion to boost your chances of capitalizing on a $1-trillion market? And if so, how would you turn that expectation into reality? That first question represents the precise motivation behind IBM’s $34-billion acquisition of Red Hat. And details have begun to emerge about how Red Hat’s highly regarded open-source solutions—particularly its
A status update about the IBM and Red Hat deal

Can IBM and Red Hat Deliver on Big Cloud Promises? 3 Key Questions

July 12, 2019
While IBM has laid out a compelling story for why it’s shelling out $34 billion for Red Hat, lots of questions remain to be answered. Here are 3 at the top of my list. 1. What, exactly, does “open” mean here in mid-2019 for IBM and Red Hat? The headline atop the IBM narrative called