IBM CEO Ginni Rometty talks with Red Hat leadership ahead of Q3 results announcement.

IBM’s $33-Billion Bet on Red Hat: The Stakes Are Enormous

October 9, 2019
A few months ago, in a piece headlined IBM’s $19-Billion Cloud Business: Where Did the Growth Go?, I pulled together some numbers revealing that the slowest-growth cloud business in the Cloud Wars Top 10 is clearly IBM’s. That piece also touched on the high hopes—the extremely high hopes—IBM is pinning on its $33-billion acquisition of
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

Google Jumps to #6 behind #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, #5 Oracle

August 5, 2019
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud continues to climb in the Cloud Wars Top 10. On the strength of its recently posted $2-billion quarter, the vendor has now moved up to #6. New leadership sparks transformation at Google Cloud. While no one has questioned Google’s technological capabilities in the enterprise cloud, under
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

Arms Race in the Cloud: Google, IBM, Salesforce, SAP Lock In on Data

June 27, 2019
Top cloud vendors are buying, building and partnering their way into the booming business for data analytics, data management and data visualization as business customers demand easy-to-use and modern data solutions that support multi-cloud and hybrid-cloud environments. For those business customers, the rapidly escalating demands of the digital age require enhanced abilities to manage, analyze,

#5 Oracle Jumps Ahead of #6 IBM in Cloud Wars Top 10 Rankings

June 25, 2019
Sparked by impressive quarterly results showing strong customer demand for its Autonomous Database, Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5. In a more subtle but deeply significant factor, Oracle’s rise in the rankings is also tied to its recent stunning agreement with Microsoft. Their
IBM global sales executive Martin Schroeter spoke about cloud at a recent global technology conference

IBM Sales Leader: “Every Discussion Is About Cloud”

June 18, 2019
Expressing optimism about the future prospects for IBM’s $19.5-billion cloud business, top global sales executive Martin Schroeter said at a recent investors conference that “every [customer] discussion is about cloud” and “everyone is thinking about it.” And while those customers are aggressively exploring various ways to weave cloud technologies more deeply into their businesses, said
The Cloud Wars Top 10 Report Card for June 2019

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

June 10, 2019
As the enterprise cloud becomes without question the foundation for digital business, how are the world’s top cloud-computing vendors stacking up? Let’s pass out some grades for the vendors making up the Cloud Wars Top 10. #1 Microsoft. Its Azure cloud continues to grow at breathtaking rates (for the 3 months ended March 31, Azure
Get a look inside IBM's cloud strategy with a new episode.

IBM’s Cloud Strategy | Cloud Wars Top 10 Executive Insights

May 22, 2019
Here’s my conversation with Harish Grama, and the latest episode of "Cloud Wars Top 10 Executive Insights." As the tech companies in our Cloud Wars Top 10 rankings drive transformation not just in individual corporations but also in entire global industries, it’s essential for business executives to understand the strategic intentions of each of these