SAP’s Brilliant Transformation: And They’ve Only Just Begun

April 25, 2019

Six months ago when SAP announced plans to buy Qualtrics for $8 billion, the ankle-biters screeched, “They’re paying way too much!”Three months ago when SAP announced it was going to churn a tiny percentage of its workforce to ensure it could bring in top-priority skills for the future, the nickel-counters howled, “They’re gutting the company!”

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IBM looks to become a cloud-first company

IBM Goes All-In on the Cloud

April 18, 2019

With its $19.5-billion enterprise cloud being pretty much the only growth driver across its massive products and services landscape, IBM is restructuring its strategy and operations to become a cloud-first company in preparation for the final approval of its acquisition of Red Hat later this year.

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Microsoft quarterly cloud revenue is set to hit $10 billion

Microsoft Set to Top $10 Billion in Quarterly Cloud Revenue

April 15, 2019

In another sign that the cloud-computing business ranks among the greatest growth markets ever, Microsoft is likely to crack $10 billion in quarterly cloud revenue when it posts its earnings results next week.A little perspective on that: a cloud vendor with $10 billion in revenue for a full year—let alone the 3-month period in Microsoft’s case—would be the sixth-largest enterprise-cloud company in the world.

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Inside Google Cloud’s Resurgence: 10 Key Messages from CEO Thomas Kurian

April 11, 2019

Great expectations can be a crushing burden for some businesses and some leaders. But Google Cloud and CEO Thomas Kurian are about to wrap up up not just a hugely successful global customer conference with Next ’19, but also what has to be seen as a massive relaunch of a brand eager to move from under-performer to world-class competitor.

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Google ‘Anthos’ and New CEO Turn Up the Heat On Microsoft and Amazon

April 10, 2019

In launching a hybrid platform that can solve one of enterprise IT’s most-difficult challenges, Google Cloud has greatly intensified the competitive heat on Microsoft and Amazon. Anthos will set a new level of expectations among business customers, who will soon demand that all of their cloud vendors offer similar capabilities.

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What Thomas Kurian must explain at Google Cloud Next '19

Four Big Questions Google Cloud Must Answer This Week

April 8, 2019

Two months after offering a compelling glimpse into how Google Cloud will become an aggressive and highly capable competitor in the Cloud Wars, CEO Thomas Kurian this week must win the confidence of customers and partners during the company’s highly anticipated Next ’19 event by filling in the details about  core positioning, industry solutions, and customer-success stories.

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