Category: Latest Articles

Google Cloud Industries head Lori Mitchell-Keller speaks in a video presentation

10 Reasons Google Cloud Is #2 on Industry Cloud Top 10 List

May 4, 2021
While the boom in industry-specific solutions is a new phenomenon that every major cloud provider is pursuing, the case of Google Cloud is particularly distinctive because it launched its entire industry-specific effort just 2-1/2 years ago. On my new Industry Cloud Top 10, Google Cloud is #2, behind #1 Salesforce and ahead of #3 Oracle.
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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
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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
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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
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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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Cloud Wars logo

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
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Oracle logo on a sign, as the company pursues a new cloud category

Has Oracle Climbed to #3 in Booming New Cloud Category?

April 21, 2021
As every leading cloud provider surges into industry-specific cloud solutions, Oracle is emerging as a possible Top 3 player by revealing it has 100,000 industry-cloud customers and 16 million users across 120 countries. On my weekly Cloud Wars Top 10 rankings, Oracle is the #6 player. But on my new Industry Cloud Top 10 rankings
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SAP Industries lead Peter Maier talks industry networks

SAP Raises Stakes on Salesforce, Google, Oracle with Huge Bet on Industry Networks

April 19, 2021
Ten months after launching its Industry Cloud, SAP has dramatically ratcheted up its vertical-market vision by launching an “industry network” that will create open “data ecosystems” targeted at all stakeholders along the industry value chain. The move comes as Salesforce is expected to disclose its own industry-wide approach, and it’s highly likely that Google Cloud,
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Logos for the cloud database leaders Snowflake, SAP, AWS, and Google Cloud

Cloud Vendors Confront ‘Highest Risk’ Projects: Database Migration

April 16, 2021
As more businesses move their on-premises databases to the cloud, many face a challenge that may take months or even years to work through. How do they move terabytes, petabytes, and even exabytes of data to the cloud? The issue is one that database administrators and IT pros have long grappled with, but it’s gaining
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