Google Cloud and SAP logos, highlighting their partnership

Hey Microsoft: Google Cloud Is Pushing You Out as SAP’s #1 Cloud Partner

July 1, 2020
While promiscuity is a given among top SaaS vendors and the big hyperscalers, it looks to me like Google Cloud has cut in aggressively on Microsoft as the infrastructure heartthrob SAP likes best. First of all, SAP CEO Christian Klein recently stated quite assertively that while it’s all nice and wonderful that the big hyperscalers—Amazon,
On a building, the logo for Microsoft, which will pass $50 billion in cloud revenue for 2020

Can Microsoft Resist COVID Slump and Reach $50 Billion in Cloud?

June 29, 2020
If Microsoft’s able to deliver a typically outsized revenue figure for its fiscal Q4 ending tomorrow, it will blow past the remarkable figure of $50 billion in annual cloud revenue. But the primary variable in that that “if” condition is a huge one: the global recession triggered earlier this year by the COVID-19 pandemic. Last
The logo for SAS, which has formed an alliance with Microsoft

Microsoft-SAS Alliance Is Great, But When Will Microsoft Buddy Up with Amazon?

June 16, 2020
By aligning tightly with analytics superstar SAS, Microsoft has gained a vast amount of additional firepower in its already-formidable lineup of products centered on AI, data, machine learning and analytics. In addition, Microsoft also adds another top-tier enterprise-software company to its lengthy list of powerful allies that includes more than half of the Cloud Wars
Microsoft corporate VP Rohan Kumar, who recently spoke about replacing Oracle database

Hey Larry Ellison: Microsoft’s #1 Priority Is Replacing Oracle Database

June 15, 2020
Exactly one year after longtime rivals Microsoft and Oracle paired up on a cloud-interconnect deal, Microsoft is now saying that replacing Oracle on-prem databases with Microsoft cloud databases has become an absolute top priority. First let me share the exact comment, and then I’ll offer some fascinating perspective on how and why Microsoft believes it
Cover image for Cloud Wars Live: Microsoft & FedEx Reimagine the World

Microsoft & FedEx Reimagine the World | Ammirati on Innovation

June 11, 2020
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 13 In this episode: Sean and I talk about spanning
Cover image for Cloud Wars Live: Steube on Tech Spending Amid COVID-19

COVID-19 Scrambles IT Spending Priorities | Steube on Spending

May 28, 2020
“Steube on Spending” episodes provide timely windows into enterprise-IT buying trends from a guy who’s got the data to back it up. Peter Steube, managing director of Enterprise Technology Research (ETR), joins us to discuss what his company is learning from surveys of big-company CIOs and IT decision-makers around the world. Today, Peter and I
Salesforce and Workday CEOs; the two companies will team up, per Workday Q1 earnings call

Workday Hammers Legacy Model, Tops $1B, Embraces Salesforce & Microsoft

May 28, 2020
Workday is reinforcing the battles lines in the Cloud Wars as it tightens its long-standing alliances with Microsoft and Salesforce, highlights the shortcomings of on-premises apps during COVID-19 and exceeds $1 billion in quarterly revenue for the first time. The upshot is that Workday’s becoming even more of a power player in the Cloud Wars.
Microsoft CEO Satya Nadella, who has a grand vision for digital transformation

Microsoft Top 10 Customers for Digital Transformation: the Satya Nadella Touch

May 26, 2020
As FedEx and Microsoft tackle the decidedly nontrivial goal of redefining commerce, FedEx becomes the latest in a string of global corporations that have paired up with Satya Nadella & Co. to totally transform not only themselves but entire industries. That’s ambition and vision on a staggering scale. If Microsoft can pull off victories in
Microsoft and FedEx logos, representing the new FedEx Surround service

#1 Microsoft and FedEx Pair Up to Revolutionize How Business Is Done

May 21, 2020
More than 40 years ago, back when “digital” still referred to fingers rather than AI, FedEx founder and CEO Fred Smith said there will come a time when the information about a package delivery will be as important as the package itself. Now, in a deep partnership with Microsoft, FedEx is setting out to show
A logo sign for Microsoft, which just announced new acquisitions in the telecom space

Microsoft Flexes Trillion-Dollar Muscles: Competitors Sweat, Customers Swoon

May 18, 2020
Over the past year, we heard a great deal from SAP about the huge volumes of business it was doing in close partnership with Microsoft to move massive SAP workloads to the Azure cloud. But last week, SAP CEO Christian Klein said he’s ready to aggressively defend his company’s role as the lead supplier in