Thomas Kurian of Google Cloud and Satya Nadella of Microsoft

Q3 Cloud Forecasts: Microsoft $20.5B, Amazon $15.3B, Google $5.2B, IBM $7.3B

October 20, 2021
(UPDATE: Dear readers: I’ve updated this article to reflect a new Q3 revenue projection for Google Cloud because in the original version, I used the wrong quarterly figure upon which to base my projection. I’m very sorry for the error.)   As the world’s top cloud-computing vendors ride the digital surge and help drive the
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Market Cap Growth bar graph, with Google at the top

Market Cap Madness: Google, Salesforce, Microsoft, Oracle Soar in 2021

October 4, 2021
If tech-sector market caps are indications of future growth opportunities, then for the first 9 months of 2021 the investment community has been particularly bullish on Google, Salesforce, Microsoft and Oracle. On my weekly Cloud Wars Top 10 rankings, Google is #3, Salesforce is #4, Microsoft is #1 and Oracle is #6. As the nearby
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Alysa Taylor of Microsoft talks the collapse of the front vs. back office business model

Microsoft Crushes Antiquated Business Model: Bravo!

September 13, 2021
Busting a move that every enterprise-tech company should follow, Microsoft has pounded a stake into the antiquated and harmful notion that businesses today still have “front offices” and “back offices” that operate in disconnected silos. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, followed by #2 Amazon and #3 Google
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Cloud Wars Top 10 Crush Q2: $60 Billion Led by Microsoft, Amazon, Google

August 19, 2021
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion. Of course, the big driver behind these very big numbers is the worldwide transition to digital business, which requires companies in every
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Microsoft sign lit up in a window, representing its strong Q4 revenue numbers

10 Top Microsoft Numbers from Q4 Blowout

August 5, 2021
With its fiscal-year cloud revenue almost reaching $70 billion on broad-based growth across its high-performance empire, Microsoft disclosed 10 compelling numbers last week that reveal why it is the world’s #1 cloud provider by a wide margin. On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot for more than 2-1/2
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Satya Nadella speaks about Microsoft competitors Oracle and SAP

Microsoft CEO Nadella Puts Bullseye on SAP, Oracle and Salesforce

August 2, 2021
While CEO Satya Nadella has frequently touted the surging growth of Microsoft’s Dynamics 365 suite of enterprise apps, his zeal for Dynamics 365’s growth potential hit new heights in last week’s Q4 earnings call and is an unmistakable shot across the bows of SAP, Oracle and Salesforce. On my Cloud Wars Top 10 rankings, Microsoft
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Industry Cloud Top 10 rankings for July 2021

Microsoft Jumps to #4 on Industry Cloud Top 10 via AT&T 5G Stunner

July 6, 2021
The world’s largest and most-influential cloud provider is now flexing its muscles in the industry-cloud space so I’ve moved Microsoft up to #4 on my Industry Cloud Top 10 rankings following its acquisition of AT&T’s 5G mobile network. Since I launched the Industry Cloud Top 10 rankings a few months ago, Microsoft has held the
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Leaders from Microsoft and AT&T announce their new 5G cloud deal

Microsoft Cuts Loose the Dogs of War in AT&T 5G Cloud Deal

July 1, 2021
Cloaked within Microsoft’s carefully worded press release about AT&T moving its 5G mobile network to the Azure for Operators cloud is the stark reality that one of the world’s wealthiest and most-innovative companies has just become deadly serious about transforming entire industries.  (And I’m referring to Microsoft, not AT&T.) On my weekly Cloud Wars Top
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