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Who’s #1 Cloud Database: Oracle, AWS, Microsoft? Cockroach, Databricks, Mongo?

February 24, 2021
Cloud databases have become the hottest segment of the surging cloud-computing industry as businesses large and small look to move full-speed into the digital economy with new data-driven capabilities never before possible. In his superb new ongoing analysis of this market, the Cloud Database Report,  Cloud Wars contributing editor John Foley describes the enormous upheaval
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Microsoft Cloud Looks Unstoppable as RPO Blows Past $110 Billion

February 23, 2021
While Microsoft Q4 cloud revenue was surging 34% to $16.7 billion, the company was also laying the foundation for massive ongoing growth by reporting that its as-yet-unearned cloud revenue reached a total of $112 billion, up 24%. That enormous number fills a category that Microsoft calls “commercial remaining performance obligation” and has broadly defined as
ServiceNow CEO Bill McDermott, who has led the company to 7 on the Cloud Wars Top 10

ServiceNow Vaults to #7 on Cloud Wars Top 10, Knocks IBM Down to #9

February 1, 2021
Powered by a 32% jump in Q4 subscription revenue plus a bullish and expansive outlook for 2021, ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking troubled IBM out of that position and down below Workday to #9. Yes, it’s certainly true that IBM’s cloud revenue
Google Cloud CEO Thomas Kurian

Google Cloud Jumps to #3 on Cloud Wars Top 10; Trails only #1 Microsoft, #2 Amazon

January 4, 2021
Powered by its 12-month run as the world’s fastest-growing major cloud player, Google Cloud has leapfrogged Salesforce and claimed the #3 spot on the Cloud Wars Top 10 behind #1 Microsoft and #2 Amazon. (Please see our in-depth analysis, Google Cloud Already Fastest-Growing Cloud Vendor, but Thomas Kurian’s Just Getting Started.)  This latest leap on
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The Top 10 Cloud Wars Stories of 2020

December 31, 2020
The day we thought would never arrive—the end of 2020!!—has indeed finally turned up and in the spirit of a much better year to come in 2021, I’d like to share my choices for the Top 10 Cloud Wars stories of 2020. Overall, I think 2021 will see the enterprise cloud drive unprecedented levels of
Microsoft CEO Satya Nadella, #1 on Cloud Wars Top 10

The Top 10 Challenges for the Cloud Industry in 2021

December 28, 2020
Despite having a combined market cap of about $5.5 trillion and being the core of the greatest growth market the tech industry has ever known, the Cloud Wars Top 10 vendors each face significant challenges in 2021. Whether those challenges are from other Cloud Wars Top 10 competitors, from feisty upstarts like Snowflake, or driven
Workday CEO Aneel Bhusri

Workday Battles Oracle, SAP with AI and ML Plus Hot New Products

December 11, 2020
Walmart just went live with an advanced cloud HCM system connecting its 1.7 million employees across the globe in what might be the largest cloud HCM deployment ever. And the enterprise-software vendor serving those 1.7-million Walmart associates is Workday. You can see how and why that happened in our in-depth analysis of where Workday’s headed
ServiceNow CEO Bill McDermott

After ServiceNow Doubles Market Cap to $100 Billion, Where Does it Go in 2021?

December 10, 2020
I wonder if even Bill McDermott—the ultimate eternal optimist and overachiever—could have imagined the extraordinary year that ServiceNow had in 2020 and the high-potential digital-workflow foundation it’s built for 2021 and beyond. To gain some deep insight on where this red-hot company’s headed next year, please check out our comprehensive analysis of ServiceNow’s plans: ServiceNow