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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

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

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.

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

Microsoft says that its cloud migrations are 5X cheaper than Amazon's

Why Microsoft and Not Amazon Is #1 in Cloud: Migrations Are 5X Cheaper

January 10, 2020

Microsoft’s long-time expertise with on-premises technology has helped it deliver cloud migrations that are often 5X less expensive than those offered by cloud-native archrival AWS, according to a Microsoft executive. Speaking at an investors conference last month, Microsoft corporate vice-president for cloud marketing Takeshi Numoto offered the following perspective on the dynamics involved when large

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

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

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

Amazon Vs. Oracle: AWS’s #1 Challenge Is Larry Ellison’s Autonomous Database

January 3, 2020

In a highly publicized cutover, Amazon recently completed a multi-year mission to migrate its massive consumer business from Oracle databases to AWS databases, complete with a snappy minute-long celebration video on YouTube. As it shut off the final Oracle database for its consumer business, Amazon announced that it’s thrilled with all of the results from

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