Table showing Microsoft Azure growth rate for the last three fourth quarters

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

August 12, 2020
The growth rate for Microsoft Azure has tumbled from 89% nine quarters ago to 50% last quarter.   Should this be a cause for concern for the world’s largest and most-influential enterprise-cloud vendor and its CEO? Or is it just a natural offshoot of the law of big numbers, in which it is wickedly difficult
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What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

August 10, 2020
As Salesforce, ServiceNow and IBM have all recently fervently embraced the red-hot “platform company” position in the cloud market, Larry Ellison and Oracle have all but banished “platform” from their public presentations. So what the heck is going on here? My overriding reaction is that it’s great to see the industry moving beyond the early-days
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Bill McDermott is bringing change to ServiceNow

How Bill McDermott & ServiceNow Are Supercharging the Pace of Change

August 6, 2020
In this time of rampant disruption, upheaval, and digital-everything, Bill McDermott and ServiceNow are promising to give businesses the gift of speed. “This is the power of the Now Platform: the ability to move fast, be agile, solve problems quickly with low-code, no-code app development, create new workflows that deliver great experiences,” McDermott said on
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AWS CEO Andy Jassy onstage, talking Amazon and growth

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

August 4, 2020
Oh, to have the problems Jeff Bezos has. You have to feel pretty good if you’ve got a business running at a $43-billion annualized rate and it’s getting knocked for growing “only” 29%. Such is the case with Amazon’s AWS cloud-computing unit, which for the past few years has been not only the fastest-growing business
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Google Cloud logo in a conference setting

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

August 3, 2020
In the COVID-challenged quarter ended June 30, Google Cloud continued to be the fastest-growing major cloud vendor as its 43% revenue-growth rate was much higher than those of its much-larger rivals. That marketplace dynamic here in mid-2020 triggers four thoughts:  Although Google Cloud should certainly be commended for growing much more rapidly than its primary
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Dr. David Rhew has been leading innovation at Microsoft amid COVID-19

How COVID-19 Has Sparked Huge Innovation for Microsoft & Healthcare Customers

July 31, 2020
For all the misery caused by COVID-19, the pandemic has also accelerated in companies from every industry the hunt for innovation and the shift to data-driven business cultures, business models and processes. At Microsoft, that’s led to high-impact partnerships that are helping companies in retail, logistics, healthcare and pharmaceuticals create new businesses, engage with customers
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Side by side of the SAP and Qualtrics CEOs

SAP Cuts Qualtrics Loose: Christian Klein’s Bizarre but Courageous Move

July 29, 2020
Tech-industry CEOs with high-growth businesses generally pour on the investments to scale that rocket as aggressively and as rapidly as possible. And when that runaway business also happens to sit at the dead-center of where the industry’s headed, they pour in even more investments. And they begin repositioning other products or businesses to feed off
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SAP CEO Christian Klein

In Dangerous Times, SAP CEO Christian Klein Makes Clear: I’m in Charge

July 28, 2020
Nine months ago, Christian Klein was unexpectedly thrust into the role of co-CEO at SAP in the wake of Bill McDermott’s sudden departure. Five months ago, the COVID-19 pandemic hit and wildly disrupted SAP’s business. Three months ago, Klein become SAP’s sole CEO when Jennifer Morgan stepped down as co-CEO. And this week, in the
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