Google Cloud CEO Thomas Kurian is making moves against Microsoft and Amazon

Google Cloud Intensifies Battles Against Microsoft, Amazon with 4 Key Moves

January 21, 2020
Google Cloud CEO Thomas Kurian is buying and building new firepower to snatch customers, prospects and market share from Microsoft and Amazon in the viciously competitive enterprise-cloud marketplace. While each of these moves is significant, the true impact is how they cumulatively reveal Google Cloud’s true intention of becoming not just a better version of
Cloud Wars analyzes ServiceNow's 2020 challenge: tripling its revenue

Bill McDermott’s ServiceNow Moonshot: Triple Revenue, Become “Most Admired”

January 17, 2020
(Last in our series on the top challenges facing the Cloud Wars Top 10.)   Two months before he officially became CEO of ServiceNow, legendary former CEO of SAP Bill McDermott pushed great expectations almost over the edge when he promised ServiceNow would become “the most admired business-software company in the world.” Oh yeah, and
Cloud Wars analyzes Workday in 2020: its challenge will be to extend its lead over SAP and Oracle.

Workday’s Beating Oracle and SAP in Fortune 100—Can It Continue?

January 16, 2020
(Latest in our series on the top challenges facing the Cloud Wars Top 10 in 2020.)   With Workday’s quarterly revenue getting awfully close to $1 billion, its demonstrated ability to win big HR deals within the world’s largest corporations has set it apart from primary rivals SAP and Oracle. But the big challenge for Workday
Cloud Wars analyzes the challenge for IBM in 2020 - growth

Can IBM Crush its Silos and Behave Like Customer-Obsessed Startup?

January 15, 2020
(Seventh in a series on the top challenge facing each vendor in the Cloud Wars Top 10.)   Two years ago, when IBM reported cloud revenue of $5.5 billion for the 3 months ended Dec. 31, 2017, it became for that quarter the world’s largest cloud-computing vendor—bigger than Microsoft, bigger than Amazon, bigger than everyone.
Cloud Wars analyzes Google Cloud's 2020 challenge: outflanking Amazon in software

Google Cloud’s 2020 Challenge: Outflank Amazon with Software Solutions

January 13, 2020
(Another installment in our series exploring the primary challenges faced by the Cloud Wars Top 10 vendors in 2020.)   One of the most intense 2020 battles in the Cloud Wars will be #6 Google Cloud’s resurgent efforts to snatch IaaS and PaaS market share away from #2 Amazon while also creating an entirely new
Oracle's 2020 challenge: can it win against all the competitors it is attacking?

As Oracle Attacks SAP, Amazon, and Salesforce, Can Larry Ellison Beat Them All?

January 9, 2020
(Another installment in our series exploring the primary challenges faced by the Cloud Wars Top 10 vendors in 2020.)   While Larry Ellison has always eagerly sought out relevant marketplace confrontations, the lineup of cloud adversaries he’s called out here in 2020 is challenging even by Oracle’s lofty standards. Ellison has promised to dethrone SAP
Microsoft Azure is the cloud of choice for CIOs, according to a Goldman Sachs survey

Amazon’s Worst Nightmare Comes True: Microsoft Azure #1 among CIOs

January 8, 2020
Among 100 CIOs at large global companies, Microsoft Azure has become significantly more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey. While Goldman Sachs emphasized that the survey measures volumes of workloads rather than revenue, the news that 56 of the 100 CIOs surveyed are using Azure
Cloud Wars analyzes SAP's biggest 2020 challenge

SAP’s New Co-CEOs Bet the Company on ‘Experience Management’

January 7, 2020
(Fourth in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Speaking to financial analysts in mid-November very shortly after becoming co-CEO of SAP, Jennifer Morgan opened her remarks about SAP’s product strategy by saying, “Let me start with Qualtrics.” That commitment to Qualtrics and
Cloud Wars analysis: can Salesforce redefine CRM in 2020?

Salesforce Vs. SAP: Can Marc Benioff Win the Battle to Redefine CRM?

January 6, 2020
(Third in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Since the buyer-seller relationship today is managed primarily and sometimes exclusively by the customer, does the term “Customer Relationship Management” mean anything anymore? Yes, that question contains a bit of mushiness—after all, who cares
Microsoft under Satya Nadella will soon exceed 50 billion in cloud revenue

Why Microsoft Will Blow Past $50 Billion in Cloud Revenue: 5 Reasons

December 30, 2019
This simple but astonishing detail perfectly exemplifies the Cloud Wars’ runaway dynamism: Microsoft’s enterprise-cloud revenue will very likely exceed $50 billion for its fiscal year ending June 30, 2020. That’s $50 billion in cloud revenue. For one 12-month period. From one company.  Taken entirely on its own, Microsoft’s $50-billion cloud business would make it one