Seven Ways Microsoft Redefined Azure For The Enterprise And Emerged A Leader
As of Q2, 2016 Microsoft Azure has achieved 100% year-over-year revenue growth and now has the 2nd largest market share of the Cloud Infrastructure Services market according to Synergy Research. Microsoft’s FY16 Q4 earnings show that Azure attained 102% revenue growth in the latest fiscal year and computing usage more than doubling year-over-year. 451 Research […]
Oracle IaaS opportunity is much bigger than Amazons
Three things were striking about Larry Ellison’s kickoff keynote at Oracle OpenWorld last night a) he was at his late night host best – I must have been a sight as I burst out in humor every few minutes b) he must have spent the week reading all the press releases Oracle issues during this […]
5 Ways Brexit Is Accelerating AWS And Public Cloud Adoption
Deutsche Bank estimates AWS derives about 15% of its total revenue mix or has attained a $1.5B revenue run rate in Europe. AWS is now approximately 6x the size of Microsoft Azure globally according to Deutsche Bank. These and other insights are from the research note published earlier this month by Deutsche Bank Markets Research […]
News Analysis: Acquisition Brings Salesforce Customers To The Commerce Party
Salesforce Announces Intent To Acquire Demandware For $2.8B On June 1st, 2016, Salesforce signed a definitive agreement to acquire Burlington, Massachusetts based Demandware for $75.o0 per share or around $2.8 billion in cash. Constellation predicts a $10.01B market for matrix commerce solutions as new digital platforms and network economies emerge. Constellation’s quick merger analysis […]
Key Take-Aways From The 2015 Pacific Crest SaaS Survey
40% of SaaS companies are using Amazon Web Services (AWS) to deliver their apps today. Median subscription gross margins for SaaS companies in 2015 are 78%. Overall, SaaS companies are projecting median revenue growth of 46% in 2015. Channel sales and inside sales strategies delivered the highest revenue growth rates in 2014. Companies in the […]
10 Ways Big Data Is Revolutionizing Supply Chain Management
Bottom line: Big data is providing supplier networks with greater data accuracy, clarity, and insights, leading to more contextual intelligence shared across supply chains. Forward-thinking manufacturers are orchestrating 80% or more of their supplier network activity outside their four walls, using big data and cloud-based technologies to get beyond the constraints of legacy Enterprise Resource […]
Nelson keynote at SuiteWorld
After watching the underwhelming keynote this morning at SapphireNow, I had modest expectations of NetSuite CEO Zach Nelson’s keynote at SuiteWorld But I was pleased on several fronts: a) Lots of customers Zach wove in “large customers who are thinking small” – brands like HP, American Express, Dominos, TGIFridays, Billabong and “unicorns” – highly successful, […]
Why No One Is Going to Buy Salesforce
After a short and not terribly informative piece on Bloomberg saying that Salesforce had engaged with bankers to potentially evaluate takeover offers, the usual activities ensued. The company’s stock went for a small ride and pundits and prognosticators all began speculating about whom a logical suitor could be and even what the company would be […]
Why does every sector underestimate Amazon?
Amazon finally broke out AWS revenues – it has an annual run rate of $ 5 billion with growth accelerating, and that is profitable. Lots of people are shocked Amazon has built a solid business in yet another sector – this time against titans like IBM, HP, Oracle and many other outsourcing/hosting firms. Not surprising […]
How IT Can Change For the Digital Era and What Leaders Can Do About It
I’ve recently come to believe that we’re at a watershed moment in technology as it’s applied to business. The aging, creaky model of centralized IT departments has been increasingly challenged by waves of internal and external competition that it’s never had to face. It started with the outsourcing wave but picked up irresistible momentum with […]
