IBM Q1 earnings reveal lagging growth rate

IBM’s Huge Cloud Business Falls Behind Competitors in Growth Rate

April 17, 2019
The IBM Q1 earnings announcement yesterday reveals that while IBM’s cloud business almost reached $20 billion in revenue for the 12 months ending March 31, its growth rate is lagging significantly behind those of all of IBM’s major cloud competitors. IBM has clearly established itself as a major player in the Cloud Wars with cloud

Google ‘Anthos’ and New CEO Turn Up the Heat On Microsoft and Amazon

April 10, 2019
In launching a hybrid platform that can solve one of enterprise IT’s most-difficult challenges, Google Cloud has greatly intensified the competitive heat on Microsoft and Amazon. Anthos will set a new level of expectations among business customers, who will soon demand that all of their cloud vendors offer similar capabilities. Microsoft has long maintained that

The Top 10 Cloud Vendors By Growth Rate

April 3, 2019

After we recently posted our list of the 10 largest cloud vendors by revenue, some readers asked about growth rates among the Cloud Wars Top 10. Since we’re always eager to engage with such questions, here are some compelling figures on the major cloud vendors’ growth rates. Now, for some of you hand-wringers who will

How Microsoft, SAP and Adobe Plan to Revolutionize CRM and Rock Salesforce

March 29, 2019
If it’s true that your enemies are a good reflection of who you are, then it’s clear that Salesforce is a customer-company dynamo. Three of the world’s most-powerful companies have high hopes of carving into the huge market shares and growth rates that Salesforce has earned over the past decade as the undisputed king of
Top 10 Cloud Vendors

10 Key Questions for #1 Microsoft, #2 Amazon, and Other Top Cloud Vendors

March 26, 2019
The first quarter is drawing to a close. 2019 is shaping up to be an explosive year for the world’s top cloud-computing vendors. So here’s a question for each company in my Cloud Wars Top 10 ranking. #1 Microsoft. Executives within both Microsoft and SAP have been saying that huge global corporations are moving mission-critical

The Top 10 Cloud Vendors by Revenue: Splitting a $120-Billion Pie

March 13, 2019

As one of the greatest growth markets in the tech industry’s history is just beginning to hit its stride, the 10 biggest enterprise-cloud vendors racked up total revenue of almost $120 billion during 2018, led by #1 Microsoft at $32.2 billion, #2 Amazon at $25.7 billion, and #3 IBM at $19.2 billion. The biggest surprise

CEO Priorities: What Microsoft, Amazon, Salesforce and SAP Leaders Are Talking About

February 20, 2019

Now that we’re 50 days into 2019, which priorities and initiatives are top of mind for the Cloud Wars CEOs and other leaders of the cloud companies driving one of the biggest growth markets the tech industry and the business world have ever seen? In combination, the current outlooks from the CEOs of Microsoft, Amazon

CRM 2019

Cloud Wars CEO of the Year 2018: Amazon Web Services’ Andy Jassy

February 11, 2019

To get a sense of how big, fast-growing and disruptive Amazon’s cloud business is, try this: just its revenue growth in 2018—not its total revenue, but rather the $8-billion increase from 2017’s $17.5 billion to last year’s $25.6 billion—would make it the fifth-largest enterprise cloud vendor in the world. That excellent ongoing growth, Amazon’s longtime

Why Microsoft Is #1 in the Cloud: 10 Key Insights

February 4, 2019

With its commercial-cloud business now generating almost one-third of its total calendar-2018 revenue of $104 billion, Microsoft is pulling away from mighty Amazon and every other competitor in the Cloud Wars as its hybrid architecture, broad product lineup, bold M&A moves and innovative go-to-market plans continue to drive hypergrowth in the cloud even at its

Microsoft Holds #1 Spot in Cloud over #2 Amazon as 2018 Cloud Revenue Hits $32.2 Billion

January 31, 2019

While Amazon remains the undisputed king of public cloud IaaS, Microsoft’s broader set of across-the-cloud services pushed Microsoft’s commercial-cloud revenue for 2018 to $32.2 billion and have given it an insurmountable lead as the world’s largest cloud provider over Amazon, whose numbers come out tomorrow. To match the Microsoft 2018 cloud revenue total of $32.2