Thomas Kurian of Google Cloud and Satya Nadella of Microsoft

Q3 Cloud Forecasts: Microsoft $20.5B, Amazon $15.3B, Google $5.2B, IBM $7.3B

October 20, 2021
(UPDATE: Dear readers: I’ve updated this article to reflect a new Q3 revenue projection for Google Cloud because in the original version, I used the wrong quarterly figure upon which to base my projection. I’m very sorry for the error.)   As the world’s top cloud-computing vendors ride the digital surge and help drive the
Snowflake CEO Frank Slootman speaks on a TV show

Snowflake Shocker: Data Science Now Tops Life Sciences in Boosting Human Health

September 8, 2021
The astounding rise of data science as a truly life-changing force in our modern world now includes the assertion by Snowflake CEO Frank Slootman that a pharmaceuticals customer says data science has a bigger impact than life sciences in improving Human Health. On my weekly Cloud Wars Top 10 rankings, Snowflake is #10, and will
ServiceNow CEO Bill McDermott

Market Cap Madness: ServiceNow Roars by IBM, $134 Billion to $125B

September 7, 2021
In the latest installment of Market Cap Madness, high-flying ServiceNow with its $6-billion run rate is now valued more highly than iconic IBM and its $75 billion in annual revenue. On my weekly Cloud Wars Top 10 rankings, ServiceNow is #7 and IBM is #9. As I’ve mentioned before, my use of the term “Market
IBM conference signs show industry-specific cloud offerings

IBM Jumps Salesforce to Join Microsoft, Amazon in Cloud Revenue Top 3

July 20, 2021
With solid if unspectacular Q2 cloud revenue up 13% to $7 billion, IBM has pushed past Salesforce to join Microsoft and Amazon as the world’s top 3 cloud-revenue generators. While that’s an impressive achievement by IBM, on my weekly Cloud Wars Top 10 rankings the company continues to hold the #9 spot, primarily due to
Cover image for Cloud Wars Live podcast with Howard Boville of IBM

IBM + SAP: Experience = Speed | Howard Boville, IBM Hybrid Cloud SVP

June 9, 2021
Howard Boville left his job as CTO at Bank of America about a year ago to join IBM as senior VP of hybrid cloud. Boville sat down with Cloud Wars Live to discuss the big changes he’s been driving at IBM Cloud, the booming market for industry clouds that he’s been aggressively championing within IBM
SAP and IBM logos side by side

As SAP Downgrades Microsoft Relationship, IBM Rushes In

June 4, 2021
With the SAP-Microsoft romance cooling way off as Microsoft has become a significant direct competitor to SAP, a newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, SAP is #5 and IBM is
Cover image for Cloud Wars Live podcast with IBM SVP Howard Boville

IBM SVP Howard Boville: Unleashing the Cloud

May 10, 2021
Just over a year ago, Howard Boville left his job as CTO at Bank of America to join IBM as senior VP of hybrid cloud. Boville joined Cloud Wars Live to discuss the big changes he's been driving at IBM Cloud, the booming market for industry clouds that he's been aggressively championing within IBM, and
IBM SVP Howard Boville speaks about industry clouds in a video presentation

IBM Cloud Renaissance: General-Purpose Clouds Out, Industry Clouds In

May 10, 2021
Considering the impact former Bank of America CTO Howard Boville has had in just his first year as senior VP of IBM Cloud, perhaps some other big cloud providers will seriously consider adding customers to their executive ranks.  IBM is #9 on my weekly Cloud Wars Top 10 rankings, and is #7 on my new
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