Microsoft will likely top $50 billion in cloud revenue at this time next year.

Microsoft Tops Amazon In Q1 Cloud Revenue, $6.0 Billion To $5.44 Billion; IBM Third At $4.2 Billion

April 27, 2018

Despite posting excellent first-quarter cloud-revenue growth of 49% to $5.44 billion, Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported its commercial-cloud revenue jumped 58% to $6.0 billion. With Microsoft Azure Q1 revenue soaring 93% and Dynamics 365 SaaS revenue rising 65%, the better-than-expected growth

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SAP puts

SAP Puts Bullseye On Salesforce.com, Launches Plan To Become #1 In CRM

April 16, 2018

Betting it can expand and elevate the CRM market as digital business is reshaping the global economy, SAP is taking direct aim at SaaS powerhouse Salesforce.com and its market leadership in CRM with SAP CEO Bill McDermott promising to deliver “next-generation business modeling for the perfect customer experience.” While SAP’s primary message for financial analysts

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cloud powerhouse

Microsoft, Amazon And IBM: Which Cloud Powerhouse Will Top Q1 Revenue Charts?

April 9, 2018

With the three largest enterprise-cloud providers—Microsoft, Amazon and IBM—all closing in on $20 billion in trailing-12-month revenue, it’s sometimes difficult to bear in mind that we are only in the very early days and opening skirmishes of the Cloud Wars. One of Microsoft’s top Azure execs described it to me the other day this way:

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self driving

How Oracle Plans To Beat Amazon: Next-Gen Cloud Software Requiring Zero Human Labor

March 29, 2018

Leveraging his long-game vision and his company’s unmatched database-technology expertise, Oracle founder Larry Ellison said Oracle will beat Amazon in the cloud by releasing over the next few months a sweeping set of “self-driving” cloud solutions that Ellison claims are simply beyond even Amazon’s ability to match. Over the past few years, Ellison has on

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self driving database

Larry Ellison: Oracle’s Self-Driving Database ‘Most Important Thing Company’s Ever Done’

March 20, 2018

Looking to shift attention toward a revolutionary new product and away from its disappointing Q3 cloud results, Oracle founder Larry Ellison said yesterday the company’s newly released Autonomous Database could be “the most important thing Oracle’s ever done” and “will change the profile of our company forever.” In yesterday’s earnings call, several questions from analysts

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Salesforce.com

Why Salesforce Is Soaring In The Cloud: 20 Eye-Popping Numbers

March 5, 2018

Amid the dazzling Q4 and full-year results they reported late last week, Salesforce.com leaders emphasized two external factors that play beautifully into their hand: CEOs are making digital transformation their top priority, and the recent U.S. tax cuts are giving them the resources to pursue that aggressively. Noting that he’d had dinner with 20 Fortune

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The Cloud customers Dave O’Hara

Microsoft Cloud Hits Superscale As Huge Customers Migrate Mission-Critical SAP Workloads To Azure

February 28, 2018

Some of Microsoft’s largest customers are moving their production SAP workloads as well as other mission-critical applications to the Azure Cloud, offering conclusive proof that the cloud has become a mainstream enterprise-technology foundation for anything a global corporation chooses to deploy there. Speaking at a recent investors conference, Microsoft corporate vice-president and head of Cloud and

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