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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Microsoft CEO Satya Nadella Is World’s #1 CEO: 5 Reasons Why

June 21, 2021
While Satya Nadella will almost certainly do an outstanding job in his additional new role as chairman at Microsoft, I believe that high-fallutin’ new title will always be completely overshadowed by the extraordinary record Nadella has put together as CEO of Microsoft. When Nadella was named CEO of Microsoft on Feb. 4, 2014, Microsoft’s market
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Microsoft corporate VP Alysa Taylor, who heads up a new group created by reorganization

Microsoft Reorganization Merges Data and AI with Apps and Industries

May 28, 2021
Converting technology silos into integrated customer-solution teams, Microsoft has moved its data, AI and mixed-reality businesses into the high-growth Industries and Business Applications unit under corporate VP Alysa Taylor. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for 2-1/2 years. On our new Industry Cloud Top 10, Microsoft is currently #6—but
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Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
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Cloud Wars logo, representing the competition between SAP, Google Cloud and Microsoft

Microsoft, SAP, and Google Cloud: the Bizarre Love Triangle

May 24, 2021
SAP has downgraded longtime strategic ally Microsoft from being its preferred cloud-infrastructure partner, and I’ve seen some speculation that Google Cloud will be the big winner as it swoops in to become SAP’s main squeeze for the tens of billions of dollars in enterprise migrations to the cloud in the coming few years. Okay, maybe.
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Photos of candy bars being made by Mars, a longtime Microsoft customer

Microsoft & Mars: Do Customer Experiences Outweigh Revenue & Profits?

May 21, 2021
Are customer experiences and trust more important than revenue growth and profits? According to a Microsoft blog post describing its expanded relationship with $40-billion global corporation Mars Inc., the answer is yes. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for more than 2-1/2 years. On my new Industry Cloud Top
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Microsoft VP Alysa Taylor talks plans to verticalize the cloud

Microsoft Investing Billions to ‘Verticalize the Cloud’ for Industries

May 17, 2021
Looking to exert its will in the booming industry-cloud market as it has done in the overall cloud business, Microsoft is vowing to “continue to invest deeply in the individual capabilities of these industry clouds,” according to corporate VP Alysa Taylor. While Microsoft has been #1 on my Cloud Wars Top 10 rankings for more
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Microsoft and GitHub leaders discuss the acquisition

Microsoft’s Killer Acquisition: GitHub Soars 70%

May 6, 2021
While Microsoft’s $26.2-billion acquisition of LinkedIn in 2016 has been by every measure a massive success, I wonder if over time Microsoft will come to believe that its $7.5-billion acquisition of GitHub 3 years ago has been even more transformative and valuable. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime holder
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