Microsoft CEO Satya Nadella speaks about customers in a YouTube video

Microsoft CEO Nadella Hammers Amazon for Breaking Trust with AWS Customers

March 1, 2021
Looking to sharply differentiate Microsoft from Amazon in the cloud, Microsoft CEO Satya Nadella clearly alluded to Amazon’s AWS when he said cloud providers that compete with customers in other businesses will never be able to establish the essential bond of trust with those customers. (In my weekly Cloud Wars Top 10 rankings, Microsoft has
Read More
Microsoft CEO Satya Nadella speaks in a YouTube video about industry cloud solutions

Microsoft Faces Off with Google, SAP, Oracle in Industry Cloud Blitz

February 26, 2021
In a huge expansion of its industry-cloud portfolio, Microsoft is preparing to compete directly against partners SAP and Oracle as well as rival Google in what could be the hottest cloud segment of 2021: industry-specific solutions. (In my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google Cloud is #3, SAP is #5, and
Read More
Designed graphic representing the Microsoft cloud

Microsoft Cloud Looks Unstoppable as RPO Blows Past $110 Billion

February 23, 2021
While Microsoft Q4 cloud revenue was surging 34% to $16.7 billion, the company was also laying the foundation for massive ongoing growth by reporting that its as-yet-unearned cloud revenue reached a total of $112 billion, up 24%. That enormous number fills a category that Microsoft calls “commercial remaining performance obligation” and has broadly defined as
Read More
Graphic showing the connection between Microsoft Cosmos cloud database and Microsoft Azure

Microsoft Again Puts Bullseye on Oracle; Cloud Database Wars Escalate

February 19, 2021
Microsoft is expecting major growth in its cloud-native Cosmos database as customers rip and replace their more-expensive and less-flexible “legacy” databases, a Microsoft executive said last week. And since Oracle is far and away the dominant supplier of on-premises databases, this projection from Microsoft is squarely aimed at Oracle, and marks the second time in
Read More
Microsoft CEO Satya Nadella, who recently spoke about Microsoft's security business

Microsoft’s $10-Billion Secret: 6 Fun Facts about its Security Business

February 11, 2021
Nearly lost in what I recently called the greatest quarter the tech industry’s ever seen was Satya Nadella’s fairly casual mention that Microsoft’s security business did more than $10 billion in revenue in 2020. (On my weekly Cloud Wars Top 10 rankings, Microsoft has held the #1 spot for more than 2 years.) No doubt
Read More
Microsoft CFO Amy Hood

Why Microsoft Just Posted the Greatest Quarter the Tech Industry’s Ever Seen

January 28, 2021
Two days ago, Microsoft CEO Satya Nadella and CFO Amy Hood revealed to the world in unmistakably clear language why Microsoft has become, without question, the world’s largest and most-influential enterprise-cloud provider. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1 and has held that top spot over #2 Amazon for more than
Read More
Microsoft EVP Judson Althoff

Want to Sell Like Microsoft? Here’s 5-Step Plan behind Their Killer Sales Org

December 21, 2020
One of the primary drivers behind the ascendancy of Microsoft to the world’s largest cloud vendor and also one of the world’s most-valuable corporations was the massive reimagination of its global sales organization that started a few years ago. So it was fascinating to hear the primary architect behind that transformation describe how and why
Read More