Ginni Rometty recently spoke about IBM's cloud growth on the company's Q2 earnings announcement.

IBM’s $19-Billion Cloud Business: Where Did the Growth Go?

July 18, 2019
Eighteen months ago, IBM posted cloud revenue of $5.5 billion for Q4 2017, putting it on an annualized run rate of $22 billion. Yesterday—a full six quarters after that high point—IBM reported 12-month cloud revenue of $19.5 billion, up just 8% when adjusting for currency fluctuations. Otherwise, an anemic 5%. Remember, I’m not talking about
Read More
CTO Mark Russinovich published a blog post explaining three recent Azure cloud failures

After 3 Cloud Failures in 12 Months, Microsoft Fortifies Azure Reliability

July 17, 2019
For Azure customers, the good news is that Microsoft’s global cloud infrastructure has delivered an average uptime of 99.995% for its core compute services over the past 12 months. The not-so-good news for those same customers is that over those same 12 months, the Azure cloud has “experienced three unique and significant incidents that impacted
Read More
In the red-hot analytics market, Oracle offers Oracle simplicity and integration

In Red-Hot Analytics Market, Oracle Promises Simplicity and Integration

July 16, 2019
One of Oracle’s big advantages over most cloud-native competitors is that it knows the on-premises world even better than it knows the relatively new cloud phenomenon. So as hybrid and multi-cloud become the optimal models for the digital digital businesses, it’s ironic that Oracle’s analytics business has stumbled because the company over-rotated toward the cloud
Read More
Zuellig Pharma CIO Maikel Kuijpers speaks about digital transformation, Microsoft, and SAP

Microsoft-SAP Juggernaut: Huge Pharma Moving All SAP Workloads to Azure

July 15, 2019
The SAP-Microsoft alliance continues to pile up big wins as a large 100-year-old pharmaceuticals company is moving all SAP workloads to Azure by 2022. One of Asia’s largest healthcare groups, Zuellig Pharma, is undergoing an end-to-end digital transformation that included upgrading its SAP systems to SAP HANA in-memory data management.  In planning for that upgrade,
Read More
A status update about the IBM and Red Hat deal

Can IBM and Red Hat Deliver on Big Cloud Promises? 3 Key Questions

July 12, 2019
While IBM has laid out a compelling story for why it’s shelling out $34 billion for Red Hat, lots of questions remain to be answered. Here are 3 at the top of my list. 1. What, exactly, does “open” mean here in mid-2019 for IBM and Red Hat? The headline atop the IBM narrative called
Read More
An overview of the top 10 fastest growing cloud companies

The Top 10 Fastest-Growing Cloud Companies In Q1: Hypergrowth, Sustained

July 9, 2019
With a slew of Q2 earnings releases about to hit, I’m expecting more hypergrowth in the cloud, especially on the part of the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon. In Q1, those three major cloud vendors posted blowout numbers as the business surges into the cloud. And there’s no reason to think SAP,
Read More
Satya Nadella's recent comments reveal why Microsoft will likely earn $10 billion in cloud revenue for Q4

Will Microsoft Crack $10 Billion in Q4 Cloud Revenue? Count on It!

July 8, 2019
Showcasing not only its own remarkable growth but also the booming scope of the enterprise-cloud business, Microsoft is extremely likely to crack the $10-billion mark in quarterly cloud revenue when it posts its fiscal Q4 numbers on July 18. With its fiscal year ending June 30, Microsoft’s Q4 is always its strongest quarter of the
Read More