Microsoft CEO Satya Nadella

Microsoft 2021: As Google and Oracle Attack, Can Satya Nadella Hold #1 Spot?

December 1, 2020
True or False: in 2021, Microsoft’s cloud business—not the whole company, just its commercial-cloud business—will do about $70 billion in revenue, making it bigger than all but about 50 global corporations. If you answered False, you really need to read our in-depth analysis of Microsoft that just went live this morning to kick off our
Microsoft leads Cloud Wars top 10

Can Google or Amazon Displace Microsoft as World’s #1 Cloud Vendor in 2021?

November 30, 2020
Having ruled the enterprise cloud business for more than two years, Microsoft will face intensified pressure to hold the #1 spot in 2021 from not only #4 Google Cloud and #2 Amazon but also a few of the world’s other top cloud vendors. (On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Amazon
CEO Thomas Kurian leads Google Cloud to the top of cloud vendors in growth

Top 10 Fastest-Growing Cloud Vendors: #1 Google, #2 Oracle, #3 Microsoft

November 16, 2020
As the enterprise cloud becomes the unquestioned foundation for the future of digital business, the 3 vendors whose cloud revenue is growing most rapidly in this booming market are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%. (On my weekly Cloud Wars Top 10 rankings of the largest and most-influential cloud vendors in the

Google Cloud Growing 50% Faster than Microsoft, Amazon; Q3 Pace Tops Q2

October 30, 2020
While Microsoft (31%) and Amazon (29%) posted strong cloud-revenue growth rates for Q3, Google Cloud retained its claim to being the fastest-growing cloud vendor by boosting its revenue 44.8% in the quarter. (On my Cloud Wars Top 10 weekly rankings, Microsoft is #1, Amazon is #2, and Google is #4.) Of course, it must be
Microsoft fiscal Q1 earnings call show they are cloud leader

#1 Microsoft Still Rules the Cloud: 5 Numbers Show Why

October 28, 2020
If there was any lingering doubt about whether Microsoft or Amazon is the biggest and most-influential enterprise-cloud vendor in the world, Microsoft’s stellar Q1 results have blown those questions to bits. (On my weekly Cloud Wars Top 10 rankings, #1 Microsoft has held the top spot for the past couple of years after pushing #2
Microsoft to release fiscal Q1 numbers

Why Microsoft Will Post Excellent Cloud Results and Calm Jittery Market

October 27, 2020
With global markets still reeling from SAP’s Q3 numbers, I’m expecting Microsoft to post excellent cloud results in its fiscal-Q1 numbers later today and thereby dispense with the panicky notion that the sky above the cloud is falling. Later this week, I believe we’ll hear more good news from high-flying ServiceNow on Oct. 28, and
We hear from Honeywell CEO Que Dellara on Microsoft partnership

AI Triggers New Industrial Revolution for Microsoft and Honeywell

October 23, 2020
Just two days after launching its Space Cloud, Microsoft has joined forces with Honeywell to deploy new cloud and AI innovations to modernize the aging but essential industrial landscape here on planet Earth. (On my weekly Cloud Wars Top 10 rankings, Microsoft is #1.) The partnership underscores two powerful trends playing major roles in transforming
CEO Thomas Kurian and Google Cloud balance ambition and collaboration with Microsoft

#1 Microsoft and #4 Google Are Facing a Wicked Cloud Challenge

October 8, 2020
As the already-extraordinary growth rate of the enterprise cloud accelerates, can two of the world’s most valuable and influential companies—Microsoft and Google—compete not only fiercely enough to win tens of billions in revenue but also collaboratively enough to keep peace with their major partners? (On my Cloud Wars Top 10 weekly rankings, Microsoft is #1
Oracle, IBM, and Microsoft battle in the hybrid cloud market

Can Oracle Snatch Trillion-Dollar Hybrid Market from Microsoft and IBM?

September 30, 2020
It’s both ironic and perfectly fitting that three so-called “legacy” vendors are battling for leadership in the oh-so-modern and very massive hybrid-cloud market.  (On my Cloud Wars Top 10 rankings, Microsoft is #1, Oracle is #6, and IBM is #7.) It’s fitting because, after all, to really do hybrid right, you need enormous expertise in