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
IBM CEO Arvind Krishna

Why IBM CEO Arvind Krishna Earned an A+ for His Debut Quarter

July 24, 2020
On Jan. 30—before the world had even a thought about masks, social distancing, ventilators and WFH—IBM announced that longtime top technologist Arvind Krishna would take over as CEO on April 6. But when that date arrived, Krishna had much more to deal with than COVID’s repercussions as the low-growth tech icon’s all-in bet on Red
IBM and SAP logos matched up to represent their partnership

SAP and IBM Team Up to Help Customers Avoid Extinction

June 26, 2020
As the pace of change continues to soar and the timetable to transformation shrinks, SAP and IBM are rolling out a broad array of data-driven services to help customers innovate and thrive rather than stagnate and go away. Building on a partnership launched half a century ago, IBM and SAP are calling this new initiative
The CEOs of Oracle, IBM, and Amazon - which will acquire Zoom?

Who Will Acquire Zoom: Amazon, Oracle, or IBM?

June 5, 2020
As the story of Zoom’s phenomenal growth spreads, and as the video-conferencing services it provides become not just mainstream but essential, which company in the Cloud Wars Top 10 will snap up Zoom to become more relevant in the digital future? Cloud Wars Top 10 Rankings — June 1, 2020 1. Microsoft — Its Top 10
Cloud Wars 2020 cloud revenue projections

Microsoft & Amazon Lead Top 5 Beyond $150 Billion in Cloud Revenue in 2020

April 30, 2020
Despite the massive economic toll being wrought by COVID-19, Microsoft’s strong Q1 cloud-revenue growth indicates that the 5 largest cloud vendors could defy the pandemic’s impact and generate cloud revenue of $150 billion in 2020. This is admittedly a totally speculative endeavor, but I think it’s worthwhile given the vast uncertainty about what’s in store
A supercomputer, which is key to IBM's coronavirus response

IBM Battles COVID-19: $200 Million Worth of AI, Analytics & Computing Power

April 24, 2020
While brand-new CEO Arvind Krishna had a slew of urgent business messages to convey during IBM’s Q1 earnings call this week, he also wisely made time to outline the iconic company’s response to the COVID-19 crisis. Based in the northern suburbs of New York but with a large presence in the city as well, IBM
IBM CEO Arvind Krishna, who recently spoke on the company's Q1 earnings call

IBM CEO Arvind Krishna Shares Powerful Vision for $1.2 Trillion Hybrid Cloud

April 21, 2020
IBM CEO Arvind Krishna yesterday laid out a clear and compelling strategy for how and why IBM’s $22-billion cloud business has become not only IBM’s engine for growth but also its strategic foundation for the next decade. Two weeks into his new role, Krishna used yesterday’s Q1 earnings call to address two enormous issues. First,
Cloud Wars logo with text: Tech CEOs response to COVID-19

COVID-19 Snapshots: 5 Tech CEOs Embrace Pandemic’s ‘New Normal’

April 20, 2020
The COVID-19 pandemic that has turned the lives of billions of people upside-down in a matter of weeks has also provided some compelling moments for five of the world’s most-influential tech CEOs. The global turmoil wrought by this novel coronavirus has underscored a vital point that we sometimes overlook: CEOs are, in spite of certain
Cloud Wars logo, showcasing analysis of COVID-19 impact on cloud growth

Will COVID-19 Tank Cloud Revenue for Microsoft, Amazon, Google, IBM?

April 17, 2020
How hard will the COVID-19 crisis hit the cloud growth rates of six Cloud Wars Top 10 vendors with Q1 earnings coming out soon: #1 Microsoft, #2 Amazon, #4 Google, #5 SAP, #7 IBM, and #9 ServiceNow? Cloud Wars Top 10 Rankings — Apr. 13, 2020 1. Microsoft — Bogus “775% surge” went from fake news
IBM's new CEO Arvind Krishna

How IBM’s New CEO Plans to Beat Microsoft, Amazon & Google in Cloud

April 14, 2020
While IBM’s way behind its big cloud rivals in growth rates and perceived status, it can beat bigger and better-positioned cloud rivals Microsoft, Amazon and Google by “winning the architectural wars,” says new IBM CEO Arvind Krishna. In a recent interview with CNBC’s Jon Fortt, Krishna made the case that the deep-tech trio of Linux,