Insights from Satya Nadella and Amy Hood on Microsoft's monster Q4 revenue

Inside Microsoft’s Monster Q4: 10 Big Cloud Numbers

August 12, 2019
To show the magnitude of Microsoft’s latest cloud-revenue performance, I recently offered this broad perspective for the quarter ended June 30: #1 Microsoft Cloud Revenue as Big as Salesforce, SAP, Oracle, IBM Combined. Some additional perspective: the $11 billion in commercial-cloud revenue for Microsoft’s fiscal Q4—traditionally its largest quarter of the year—was more than 30%

Top 10 Cloud Vendors Hit $37 Billion in Q2 As Microsoft, Amazon Drive 50%

August 6, 2019
The raging-bull market for enterprise-cloud services hit full stride in Q2 as the Cloud Wars Top 10 vendors rang up revenue of more than $37 billion. With market leader Microsoft and #2 Amazon generating 50% of that $37 billion for Q2, the sheer Q2 volume among the Top 10 is heavily tilted toward the top

Google Jumps to #6 behind #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, #5 Oracle

August 5, 2019
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud continues to climb in the Cloud Wars Top 10. On the strength of its recently posted $2-billion quarter, the vendor has now moved up to #6. New leadership sparks transformation at Google Cloud. While no one has questioned Google’s technological capabilities in the enterprise cloud, under
Microsoft CEO Satya Nadella explained how his company reached $11 billion in quarterly cloud revenue, besting SAP and others

#1 Microsoft Cloud Revenue as Big as Salesforce, SAP, Oracle, IBM Combined

July 19, 2019
To grasp the magnitude of Microsoft’s $11 billion quarterly cloud revenue, consider this: that total matches the combined quarterly cloud revenue of four of the world’s largest cloud players—Salesforce (about $3.1 billion), SAP ($1.9 billion), Oracle (probably about $1.5 billion) and IBM ($4.7 billion). Many factors are of course at play in that breakaway performance
An overview of the top 10 fastest growing cloud companies

The Top 10 Fastest-Growing Cloud Companies In Q1: Hypergrowth, Sustained

July 9, 2019
With a slew of Q2 earnings releases about to hit, I’m expecting more hypergrowth in the cloud, especially on the part of the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon. In Q1, those three major cloud vendors posted blowout numbers as the business surges into the cloud. And there’s no reason to think SAP,
Satya Nadella's recent comments reveal why Microsoft will likely earn $10 billion in cloud revenue for Q4

Will Microsoft Crack $10 Billion in Q4 Cloud Revenue? Count on It!

July 8, 2019
Showcasing not only its own remarkable growth but also the booming scope of the enterprise-cloud business, Microsoft is extremely likely to crack the $10-billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18. With its fiscal year ending June 30, Microsoft’s Q4 is always its strongest quarter of the

#5 Oracle Jumps Ahead of #6 IBM in Cloud Wars Top 10 Rankings

June 25, 2019
Sparked by impressive quarterly results showing strong customer demand for its Autonomous Database, Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5. In a more subtle but deeply significant factor, Oracle’s rise in the rankings is also tied to its recent stunning agreement with Microsoft. Their
Cloud Wars Q2 Revenue Predictions

World’s Top Cloud Vendors Will Crush $35 Billion in Q2

June 17, 2019
Continuing to fuel the dynamic transformation of the global economy, the Cloud Wars Top 10 vendors will post cloud revenue totaling $36 billion in Q2. I’m projecting Microsoft will post the lion’s share of that with about $10 billion in cloud revenue for the three months ending June 30. Still, most of the Cloud Wars