Thomas Kurian of Google Cloud and Satya Nadella of Microsoft

Q3 Cloud Forecasts: Microsoft $20.5B, Amazon $15.3B, Google $5.2B, IBM $7.3B

October 20, 2021
(UPDATE: Dear readers: I’ve updated this article to reflect a new Q3 revenue projection for Google Cloud because in the original version, I used the wrong quarterly figure upon which to base my projection. I’m very sorry for the error.)   As the world’s top cloud-computing vendors ride the digital surge and help drive the
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McKinsey logo

Trillion-Dollar Cloud: McKinsey Raves about Cloud’s Massive Potential

October 18, 2021
Projecting a $1-trillion dividend for companies that leverage the full capabilities of the cloud, a report from McKinsey & Co. says that massive prize might be just chickenfeed compared to when businesses begin fully deploying the cloud to drive “the adoption of emergent technologies such as augmented reality and blockchain.” In Cloud’s trillion-dollar prize is
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Image of a financial growth line pointing up, representing the SAP ERP dominance over Oracle

Mocked by Oracle, SAP Cloud ERP Revenue Jumps 46%; Backlog Up 60%

October 14, 2021
Amid resurgent growth for its overall cloud business, SAP’s S/4HANA revenue jumped 46% in Q3 and backlog soared 60% for the cloud ERP suite that archrival Oracle has trashed repeatedly. On my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6 as the longtime opponents battle for leadership in the booming
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Screengrab from website for Google Cloud Next 2021 with photo of CEO Thomas Kurian

3 Ways Google Cloud CEO Kurian Differentiates from Microsoft, Amazon

October 13, 2021
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian hammered home 3 ways in which his company is sharply differentiating itself from archrivals Microsoft and Amazon’s AWS. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, Microsoft is #1 and Amazon is #2. And, given what Kurian discussed
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Table showing the 10 largest industry cloud vendors, Salesforce as #1 and Oracle and SAP behind

How Oracle and SAP Could Put a Big Hurt on Salesforce

October 11, 2021
While everything is possible and while Oracle and SAP could theoretically topple Salesforce as CRM kingpin, where Oracle and SAP could really put a hurt on Salesforce’s latest booster rocket is in the booming industry-cloud market. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, SAP is #5 and Oracle is #6. But
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ServiceNow and Celonis logos

ServiceNow and Celonis Join Forces to Attack Legacy IT Complexity

October 6, 2021
Pushing new-wave technologies to the front lines of enterprise IT’s toughest battles, ServiceNow and Celonis are promising to untangle convoluted legacy systems via a range of options from which business customers can choose. On my weekly Cloud Wars Top 10 rankings, high-flying ServiceNow is #7, and in recent weeks has seen its market cap match
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Market Cap Growth bar graph, with Google at the top

Market Cap Madness: Google, Salesforce, Microsoft, Oracle Soar in 2021

October 4, 2021
If tech-sector market caps are indications of future growth opportunities, then for the first 9 months of 2021 the investment community has been particularly bullish on Google, Salesforce, Microsoft and Oracle. On my weekly Cloud Wars Top 10 rankings, Google is #3, Salesforce is #4, Microsoft is #1 and Oracle is #6. As the nearby
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Google Cloud risk protection program graphic

Will Google Cloud and Tesla Torpedo the Insurance Industry?

September 30, 2021
This brief remark should scare the bejezus out of every insurance-industry executive: “Who knows more about your vehicle than the people who manufactured it?” said Andrew Rose, president of GM’s newly formed OnStar Insurance Services. That quote is from a Wall Street Journal article late last year exploring GM’s return to the car-insurance business, powered
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Oracle and Salesforce founders square off on CRM

Oracle Calls Out Salesforce Yet Again—Can Larry Ellison Succeed This Time?

September 28, 2021
Over the past decade, Larry Ellison and Oracle have mounted several “we’re gonna whip Salesforce in CRM” initiatives, and to date the results have been so flimsy that Oracle rarely if ever mentions its Fusion CX revenue-growth figures on earnings calls. On my weekly Cloud Wars Top 10 list, Oracle is #6 and Salesforce is
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