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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Microsoft CEO Satya Nadella speaks onstage about Q1 cloud revenue

Microsoft Rules: Q1 Cloud Revenue Bigger Than Amazon, Google Combined

May 3, 2021
Despite excellent Q1 cloud-revenue achievements from both Google Cloud and Amazon’s AWS, Microsoft’s first-quarter cloud revenue once again exceeded the comparable totals for Google Cloud and AWS. Those 3 companies sit atop by weekly Cloud Wars Top 10 rankings, with Microsoft the longtime #1, Amazon and its AWS cloud unit the longtime #2, and Google
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Cover image for Cloud Wars Live podcast about Microsoft industry cloud boom

‘Verticalizing the Cloud’: Microsoft Exec Alysa Taylor

April 29, 2021
As the entire Microsoft corporation pivots in accordance with Satya Nadella's recent declaration that the company now has an "industry-first focus," corporate VP Alysa Taylor explains how that vision is being brought to life for Microsoft's customers. From her position as leader of not only Microsoft's traditional applications business but also of its rapidly expanding
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Microsoft CEO Satya Nadella talks Q1 cloud revenue

Microsoft Cloud Blowout: $18 Billion for Q1, $78 Billion for 2021?

April 27, 2021
Continuing to defy the laws of physics, Microsoft’s cloud business has a very good chance to reach $18 billion for the 3 months ended March 31 en route to an extraordinary calendar-2021 cloud revenue total of $78 billion, according to my projections. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for
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Cloud Wars logo

Microsoft Versus Amazon: Who Will Be King of the Cloud for Q1?

April 22, 2021
While conventional wisdom plus short-sighted math have caused a lot of people to believe that Amazon’s AWS is the runaway leader in the cloud, reality tells a very different story that will be underscored dramatically with next week’s Q1 earnings results. On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot
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Salesforce CEO Marc Benioff, who recently lashed out at Microsoft on Twitter

As Marc Benioff Torches Microsoft, the Cloud’s Unique Value Is Revealed

March 22, 2021
Proving that even top performers are still far from perfect, Microsoft has rolled out a new set of vaccine-management solutions after its first iteration failed miserably and triggered a very public beatdown from Salesforce CEO Marc Benioff. Microsoft has held the #1 spot on my weekly Cloud Wars Top 10 rankings for more than 2
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Leaders from Microsoft and Marsden Group speak onstage

Microsoft Acquisition Reveals Huge Ambitions for Red-Hot Industry Clouds

March 18, 2021
A couple of weeks after CEO Satya Nadella proclaimed his company’s new “industry-first focus,” Microsoft has acquired an advanced-technology boutique in the industrial sector to pump up its recently launched Manufacturing Cloud. (In my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for more than two years.) In a March 16 blog post,
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Microsoft CEO Satya Nadella discusses industry-first focus in a video.

SAP & Oracle Beware: Microsoft CEO Nadella Declares “Industry-First Focus”

March 9, 2021
As most of the world’s most-powerful cloud vendors invest massively in expanding their industry-specific solutions and capabilities, mighty Microsoft has boosted the stakes dramatically by declaring it now has an “industry-first focus.” (On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google is #3, SAP is #5, and Oracle is #6.) That unequivocal
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