Microsoft CEO Satya Nadella, who recently spoke about Microsoft's security business

Microsoft’s $10-Billion Secret: 6 Fun Facts about its Security Business

February 11, 2021
Nearly lost in what I recently called the greatest quarter the tech industry’s ever seen was Satya Nadella’s fairly casual mention that Microsoft’s security business did more than $10 billion in revenue in 2020. (On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot for more than 2 years.) No doubt
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Alphabet Google CEO Sundar Pichai

5 Reasons Why Google Cloud’s $5.6-Billion Loss Is Excellent News

February 10, 2021
While Google Cloud lost $5.6 billion on revenue of $13.1 billion for 2020, a deeper look both into the numbers and at current and future marketplace dynamics shows that the $5.6-billion loss actually reflects excellent performance. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, following its recent ascension over Salesforce, which
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Oracle EVP Clay Magouyrk speaks with Cloud Wars on a Zoom interview

Oracle Cloud EVP Clay Magouyrk: Journey to Cloud Still Too Complex

February 9, 2021
In a 1:1 chat last week, Clay Magouyrk, the driving force behind Oracle’s remarkable emergence as a very serious player in cloud infrastructure, shared his views on cloud complexity, hybrid cloud, multicloud, the evolving edge and Oracle’s willingness and ability to tackle extremely tough engineering problems. As executive vice-president of Oracle Cloud Infrastructure, Magouyrk has
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ServiceNow CEO Bill McDermott poses against a wall

The Quotable Bill McDermott: 10 Insights from CEO of Soaring ServiceNow

February 5, 2021
To truly understand the ServiceNow phenomenon that’s underscored by the record-high market cap of $115 billion it soared to yesterday, the best place to start is inside the relentlessly passionate, optimistic and customer-centric mind of CEO Bill McDermott. (On my weekly Cloud Wars Top 10 rankings, ServiceNow recently jumped up to #7, bumping IBM down
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Thomas Kurian, CEO of Google Cloud

Google Remains World’s Hottest Cloud Vendor as Q4 Growth Surges to 46.5%

February 3, 2021
Extending its year-long run as the world’s fastest-growing major cloud vendor, Google Cloud Q4 revenue soared 46.5% to $3.83 billion as Thomas Kurian’s company boosted its sequential rate of growth for the second straight quarter. While Google Cloud is much smaller than primary competitors Microsoft and Amazon’s AWS and thus should be able to grow
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Logos for the cloud database leaders Snowflake, SAP, AWS, and Google Cloud

The Cloud Database Market Is Booming: 10 Key Developments

February 2, 2021
Cloud databases are off to a fast start in 2021, with a slew of significant new products, 9-figure investments, aggressive go-to-market moves and more in the past few weeks.  The level of activity is unlikely to let up. As businesses aggressively move growing portions of their IT environments to the cloud, database vendors of all
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ServiceNow CEO Bill McDermott, who has led the company to 7 on the Cloud Wars Top 10

ServiceNow Vaults to #7 on Cloud Wars Top 10, Knocks IBM Down to #9

February 1, 2021
Powered by a 32% jump in Q4 subscription revenue plus a bullish and expansive outlook for 2021, ServiceNow has jumped two spots on the weekly Cloud Wars Top 10 rankings to the #7 slot, knocking troubled IBM out of that position and down below Workday to #9. Yes, it’s certainly true that IBM’s cloud revenue
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