Salesforce announces new integrations with Microsoft Teams

Amazon Jilted as Salesforce and Microsoft Pair Up for IaaS and Teams

November 15, 2019
The new cloudmance between Salesforce and Microsoft represents a stinging blow to Amazon, which only a few years ago was smothered in Salesforce affection as its one and only “preferred public cloud infrastructure provider.” Yeah, I know, ‘the only constant is change’ and all that. But let’s put this dramatic move by Marc Benioff into
Rohan Kumar explains Microsoft Azure Synapse Analytics at Ignite 2019

Microsoft Torches Google and Amazon on Big-Data Benchmarks, Says Microsoft

November 12, 2019
During a recent keynote talk by CEO Satya Nadella, Microsoft said its new Azure Synapse analytics service executed a complex query 75 times faster than Google’s BigQuery service, and another query 3 times faster than Amazon’s Red Shift. Now, before you think this is nothing more than measuring the quantity of angels dancing on pinheads,
Microsoft Amazon and others are battling for AI leadership in the Cloud Wars

The Battle for AI Leadership: #1 Microsoft, #2 Amazon, #6 Google, #7 IBM Step Up

November 6, 2019
As AI and ML become mainstream business tools in the digital economy, four of the world’s most-influential companies with combined revenue of about $550 billion are each aggressively rolling out new AI-driven solutions that will change how the world works. Those four companies have a longstanding presence on my weekly Cloud Wars Top 10 rankings.
Ammirati on Innovation, episode 7: what business is WeWork in?

Scandals Aside, What Business Is WeWork Really In? | Ammirati on Innovation

November 1, 2019
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 7 In this episode, Sean and I kick off with
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
Satya Nadella put Amazon and Google on notice on recent Microsoft earnings call

#1 Microsoft Puts Amazon and Google on Notice: We’re Just Getting Started

October 28, 2019
Satya Nadella delivered an unmistakably more-aggressive outlook in last week’s earnings call as he touted Microsoft’s superiority over all of its competitors in technology prowess, product breadth, commitment to customers, and investment savvy.  True, Nadella did not mention either Amazon or Google by name. But never before has he used an earnings call to be
Insights into how Microsoft achieved cloud revenue accounting for 35% of company revenue

Why #1 Microsoft Is Top Cloud Vendor: Cloud Now Drives 35% of Revenue

October 24, 2019
Microsoft’s commercial-cloud juggernaut now accounts for more than one-third of the company’s total revenue. This represents a stunning achievement for CEO Satya Nadella as he nears the end of his sixth year leading the world’s #1 cloud company. Mighty Microsoft—the world’s most highly valued corporation, with a market cap of just over $1 trillion—yesterday reported
SAP co-CEO Jen Morgan talks about the SAP Microsoft deal in cloud

SAP Rides Microsoft Deal to First $2-Billion Cloud Quarter as McDermott Era Ends

October 21, 2019
With its powerful new Microsoft cloud deal already driving a big chunk of future cloud revenue, SAP reported Q3 cloud-revenue growth of 37% to $2 billion as Bill McDermott’s decade-long SAP era winds down. The landmark SAP-Microsoft deal—first reported here in Cloud Wars 5 months ago in Microsoft Begins Selling SAP Applications As Cloud Ecosystem
Microsoft cloud revenue will exceed total combined numbers for four competitors

#1 Microsoft Cloud Revenue Tops #3 Salesforce, #4 SAP, #5 Oracle and #6 Google Combined

October 10, 2019
While Salesforce, SAP, Oracle and Google all have high-growth cloud businesses, a true measure of Microsoft’s mass and momentum is that its cloud revenue will exceed the combined total of those four competitors’ cloud revenue for the quarter ended Sept. 30. Here’s how I expect the numbers to line up for these heavyweights in my