Amazon and Google should be worried about Microsoft Azure AI numbers

Attention, Amazon and Google: Here’s the Microsoft Q3 Number You Should Focus On

November 1, 2019
While it’s striking to see that Microsoft’s Q3 cloud revenue of $11.6 billion exceeded that of both Amazon and Google combined, and that Azure revenue grew 59% while AWS’s grew 35%, the most-stunning of all of Microsoft’s big Q3 numbers reveals the vast scope of its Azure AI business. CEO Satya Nadella shared these remarkable
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
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