Microsoft CEO Satya Nadella speaks onstage about Q1 cloud revenue

Microsoft Rules: Q1 Cloud Revenue Bigger Than Amazon, Google Combined

May 3, 2021
Despite excellent Q1 cloud-revenue achievements from both Google Cloud and Amazon’s AWS, Microsoft’s first-quarter cloud revenue once again exceeded the comparable totals for Google Cloud and AWS. Those 3 companies sit atop by weekly Cloud Wars Top 10 rankings, with Microsoft the longtime #1, Amazon and its AWS cloud unit the longtime #2, and Google
Table showing the Industry Cloud Top 10 rankings for April 28, 2021

The Industry Cloud Top 10: #1 Salesforce, #2 Google, #3 Oracle, #4 SAP

April 28, 2021
As industry-specific solutions have unquestionably become the cloud’s Next Big Thing, we here at Cloud Wars are delighted to introduce our new weekly rankings of the leading providers in that dynamic space: the Industry Cloud Top 10. This new Industry Cloud Top 10 list, plus our new biweekly news and analysis report called the Industry
Microsoft CEO Satya Nadella talks Q1 cloud revenue

Microsoft Cloud Blowout: $18 Billion for Q1, $78 Billion for 2021?

April 27, 2021
Continuing to defy the laws of physics, Microsoft’s cloud business has a very good chance to reach $18 billion for the 3 months ended March 31 en route to an extraordinary calendar-2021 cloud revenue total of $78 billion, according to my projections. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for
Photos of SAP and Oracle leaders, who are locked in ERP battle

Oracle Vs. SAP: Like King Kong Vs. Godzilla, the ERP Battle Rages On

April 26, 2021
CEO Christian Klein said last week SAP’s cloud ERP revenue has an annualized revenue run rate of about $6 billion, which would make its cloud ERP revenue about 50% larger than Oracle’s cloud ERP business. In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6. That big lead for SAP
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Microsoft Versus Amazon: Who Will Be King of the Cloud for Q1?

April 22, 2021
While conventional wisdom plus short-sighted math have caused a lot of people to believe that Amazon’s AWS is the runaway leader in the cloud, reality tells a very different story that will be underscored dramatically with next week’s Q1 earnings results. On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot
Salesforce tower seen from below

Can Salesforce Fight Off Google, Microsoft, SAP for #1 in Industry Clouds?

April 14, 2021
Can Salesforce win the frantic race among the Cloud Wars Top 10 to become the leader in the booming market for industry-specific cloud solutions? With every Top 10 company—and particularly Google, Microsoft and SAP—declaring that industry-specific solutions are an absolute top priority, Salesforce will need to stay lean and hungry to retain its current hold
Team members from Infor, which provides vertical apps, stand onstage

Infor Leapfrogs Microsoft, Oracle, SAP: $1 Billion in Vertical Apps

April 8, 2021
With an industry-cloud run rate of $1 billion, low-key and privately held Infor appears to have leapfrogged industry giants Microsoft, Oracle, and SAP in the red-hot market for industry-specific cloud solutions. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, SAP is #5, and Oracle is #6. Infor has not made the Cloud
Cloud Wars Top 10 rankings for April 5, 2021

Snowflake Blasts into the Cloud Wars Top 10, Replacing #10 Adobe

April 7, 2021
Despite having annual revenue of well under $600 million, high-growth superstar Snowflake has forced its way into the Cloud Wars Top 10 by seizing the data-cloud position that all the major cloud players missed and are now eager to claim. Snowflake replaces #10 Adobe on my weekly Cloud Wars Top 10 rankings. While Adobe’s Digital
Table showing the fastest-growing major cloud vendors, led by Google and Oracle

Fastest-Growing Major Cloud Vendors: Google #1, Oracle #2, Microsoft and ServiceNow #3

March 25, 2021
Generating almost $53 billion in cloud revenue during their most-recent quarters, the world’s 9 largest and most-influential cloud providers have posted growth rates ranging from Google Cloud’s top-ranked 46.6% to the head-scratching 8% for IBM and SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google Cloud is #3, SAP is #5,