Broken heart photograph representing Google Cloud and Salesforce

Google Squeezed Out by Amazon & Microsoft in Battle for Salesforce Love

June 28, 2021
While the sizzling Salesforce-Amazon cloudmance drew plenty of attention last week, Salesforce is simultaneously being appropriately promiscuous with Microsoft Azure even as it appears to be turning a cold shoulder to Google Cloud. Boy oh boyzee, talk about an A-list soap-opera scenario! Here in one steamy menage a quatre, we’ve got the world’s four largest

Microsoft CEO Satya Nadella Is World’s #1 CEO: 5 Reasons Why

June 21, 2021
While Satya Nadella will almost certainly do an outstanding job in his additional new role as chairman at Microsoft, I believe that high-fallutin’ new title will always be completely overshadowed by the extraordinary record Nadella has put together as CEO of Microsoft. When Nadella was named CEO of Microsoft on Feb. 4, 2014, Microsoft’s market
Snowflake CEO Frank Slootman, who recently ripped the data architecture of Microsoft

Snowflake CEO Rips Microsoft, Amazon, Google for Outdated Architecture

June 7, 2021
Snowflake CEO Frank Slootman, feeling feisty after posting Q1 revenue growth of 110%, said a big chunk of that growth is coming from upgrading legacy data warehouses that Microsoft, Amazon and Google can’t handle because they’re “not sitting on good architecture.” This is truly a case of the little guy picking a fight with the
SAP and IBM logos side by side

As SAP Downgrades Microsoft Relationship, IBM Rushes In

June 4, 2021
With the SAP-Microsoft romance cooling way off as Microsoft has become a significant direct competitor to SAP, a newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, SAP is #5 and IBM is
Microsoft corporate VP Alysa Taylor, who heads up a new group created by reorganization

Microsoft Reorganization Merges Data and AI with Apps and Industries

May 28, 2021
Converting technology silos into integrated customer-solution teams, Microsoft has moved its data, AI and mixed-reality businesses into the high-growth Industries and Business Applications unit under corporate VP Alysa Taylor. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for 2-1/2 years. On our new Industry Cloud Top 10, Microsoft is currently #6—but
Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
Cloud Wars logo, representing the competition between SAP, Google Cloud and Microsoft

Microsoft, SAP, and Google Cloud: the Bizarre Love Triangle

May 24, 2021
SAP has downgraded longtime strategic ally Microsoft from being its preferred cloud-infrastructure partner, and I’ve seen some speculation that Google Cloud will be the big winner as it swoops in to become SAP’s main squeeze for the tens of billions of dollars in enterprise migrations to the cloud in the coming few years. Okay, maybe.
Photos of candy bars being made by Mars, a longtime Microsoft customer

Microsoft & Mars: Do Customer Experiences Outweigh Revenue & Profits?

May 21, 2021
Are customer experiences and trust more important than revenue growth and profits? According to a Microsoft blog post describing its expanded relationship with $40-billion global corporation Mars Inc., the answer is yes. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for more than 2-1/2 years. On my new Industry Cloud Top
Microsoft VP Alysa Taylor talks plans to verticalize the cloud

Microsoft Investing Billions to ‘Verticalize the Cloud’ for Industries

May 17, 2021
Looking to exert its will in the booming industry-cloud market as it has done in the overall cloud business, Microsoft is vowing to “continue to invest deeply in the individual capabilities of these industry clouds,” according to corporate VP Alysa Taylor. While Microsoft has been #1 on my Cloud Wars Top 10 rankings for more
Microsoft and GitHub leaders discuss the acquisition

Microsoft’s Killer Acquisition: GitHub Soars 70%

May 6, 2021
While Microsoft’s $26.2-billion acquisition of LinkedIn in 2016 has been by every measure a massive success, I wonder if over time Microsoft will come to believe that its $7.5-billion acquisition of GitHub 3 years ago has been even more transformative and valuable. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime holder