"Legacy" technology providers upset the Microsoft, IBM, and SAP Boom cloud in the second quarter



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Breaking stupid claims that established suppliers could not" get "the cloud, Microsoft, IBM and SAP thrive in the explosive cloud market. ] bobevansIT [19659002] (Note: After an award-winning career in the media sector covering the technology industry, Bob Evans was vice president of strategic communications at SAP in 2011, and director of communications at Oracle from 2012 to 2016. He now runs his own company, Evans Strategic Communications LLC.)

HARMFUL WARS – Three of the world's most renowned technology providers continue to radically transform their end-to-end cloud computing activities: Microsoft, IBM and SAP registered a turnover of $ 13 billion turnover, led by the impressive growth rate of Microsoft's commercial cloud of 53% at $ 6.9 billion.

As shown in the chart above, all three vendors reported impressive growth rates this week for their cloud computing businesses. By being able to cover the worlds of the cloud and premises, Microsoft, IBM and SAP believe that they can meet the diverse needs of business customers whose journeys to the cloud will require a mix of on-premise and cloud environments for at least the next decade.

This uninterrupted growth of clouds of cutting-edge technology companies, with products, services, relationships and experiences deeply rooted in the world of business, will represent a growing challenge important for native cloud businesses. dealing with the ubiquitous local computing environments that will be around for many years to come.

And the ongoing quarrels between the cloud natives and the "cloud immigrants" will undoubtedly continue to provide some of the most compelling chapters in the cloud wars over the next few years

For Microsoft, with a Quarterly total business revenue of $ 30.1 billion, its $ 6.9 billion revenue in the commercial cloud now account for 23% of this total. And the CEO, Satya Nadella, said that the company had the intention to advance the two figures much higher. (For Microsoft, the fourth quarter is its fourth fiscal quarter.) I recently predicted that Microsoft would reach $ 7 billion in business cloud turnover during its fourth quarter and the impressive numbers announced by Microsoft. Nadella said: " I shared our vision of the smart cloud and smart advantage a little over a year ago, a vision that is now fast. Become reality and have an impact on every customer in every industry. Everything we have achieved this year has been to accelerate our lead in this new era and the huge opportunity ahead.

In particular, Nadella pointed to the recent overhaul of the business sales organization to add more technological expertise and greater expertise to the industry, while reshaping Engineering teams to drive more customer-centric innovation

Revenue growth rate of 89% from year to year for Azure m & # 39; and it is true that this number is in very slight decline since the last quarters, which were in the 90s, the possibility of growing 89% on what becomes a very large base shows that customers of all industries adhere to Nadella's vision.

Although part of this vision is a little exaggerated – in particular, Nadella's catchy but exaggerated assertion that Azure becomes "the only one". computer of the world "- there is no doubt that some of the biggest in companies move the largest and most complex workload for Azure, a point emphasized by Nadella

At IBM, the company says it has become "the go-to destination" of large companies whose journey in the cloud includes significant and complex changes. In his remarks prepared to open IBM's second-quarter revenue call this week, CFO and senior vice president Jim Kavanaugh said: "IBM Cloud allows customers to migrate, upgrade and upgrade. to build w cloud applications, is AI ready, and secure to the kernel.This quarter, we completed the migration of major banking applications from Westpac to IBM Cloud; C & # 39; is an example of how we become the preferred destination critical workloads on the cloud. "

For the second quarter, IBM's $ 4.7 billion business figure includes $ 2.75 billion in 'as a Service' offerings $ 2 billion comes from helping large companies convert their legacy systems into private cloud environments, a specialized capability that no other major cloud provider is talking about.

Che z SAP, Bill McDermott told investors that the cloud Q2 The turnover, measured in constant currency, soared by 40%, and highlighted the company's plans to challenge Salesforce on the business. huge market of customer relationship management

. companies to move away from rigid and fragmented systems and applications to adopt a transparent architecture that allows them to manage, analyze and take full advantage of all their data, which was simply not possible in the On-Site World "CEOs understand that serving their customers must be the unifying business priority," said McDermott in his prepared remarks on the profit appeal.

"They know that this can not be done when the sales department does not work with the finance department, or when the marketing department does not share the data with its supply chain, or when the sales department does not work. Human Resources team does not know how to engage the fast-growing contract labor.

"Unfortunately, we've seen too much of companies going back to the silo practices of bankrupt companies – this is not the case. So it's not a coincidence that many have been disrupted by innovative competitors, "said McDermott. These disrupters have built the entire company as a single integrated machine to serve this customer from the demand chain to the supply chain.

McDermott said: "All assets in our portfolio have been carefully assembled to deliver the smart business. . "

Of the three companies, powerful numbers and compelling customer stories – and all this adds further evidence to my belief that for each of these" legacy "companies, the best years are yet to come. [19659019] Breaking silly claims that established vendors could not "get" the cloud, Microsoft, IBM and SAP thrive in the explosive cloud market. bobevansIT

(Note: After an award-winning career in the media Bob Evans was Vice President of Strategic Communications at SAP in 2011, and Director of Communications at Oracle from 2012 to 2016. He now runs his own company, Evans Strategic Communications LLC.)

WARS CLOUD – Three of t Microsoft, IBM and SAP recorded a combined $ 13 billion business for the Q2 cloud, thanks to the 53% growth rate of Microsoft's breathtaking commercial cloud. $ 9 Billion

As shown in the chart above, the three vendors reported impressive growth rates for their cloud computing companies this week and continued to showcase their advantages over the country's native providers. Cloud: On the cloud and on premise, Microsoft and IBM and SAP believe that they can meet the broad needs of business customers whose journeys to the cloud will require a combination of on-premise and cloud environments for at least the next decade.

the continuation of large-scale cloud growth by advanced technology companies, with products, services, relationships and experiences deeply rooted in the world of business, will offer challenges more and more noisy businesses that have performed brilliantly to date, but have little or no expertise in dealing with ubiquitous local computing environments that will still exist for many years.

And ongoing quarrels between the cloud natives and the "Cloud Migrations" will undoubtedly continue to provide some of the most compelling chapters of the cloud war over the next few years. 19659003] For Microsoft, with a quarterly total business turnover of $ 30.1 billion, its revenue up to 23% of that total.And the CEO, Satya Nadella, said that the company had the To move the two figures much higher. (For Microsoft, the fourth quarter is its fourth fiscal quarter.) I recently predicted that Microsoft would reach $ 7 billion in revenue. business in the commercial cloud during its fourth quarter and the impressive numbers announced by Microsoft.Nadella said: " I shared our vision of the intelligent cloud and the smart advantage there is a little over a year. What we have accomplished this year has been to accelerate our lead in this new era and the tremendous opportunities ahead. "

In particular, Nadella pointed out the recent redesign of the company's sales organization to add more technological expertise and greater expertise of the company. industry, while reshaping engineering teams to drive more customer-centric innovation.

One The number that impressed me the most was the 89% revenue growth rate from one year to the next for Azure.And it is true that this number is down very slightly since the last quarters, which were in the 90s, the possibility of growing by 89% on what becomes a very large base shows that customers from all industries adhere to Nadella's vision.

Although part of this vision is a little exaggerated – in particular, the catchy statement but Nadella's exaggeration that Azure becomes "the computer of the world" – he does a no doubt some of the world's largest companies are moving The largest and most complex workload for Azure, a point emphasized by Nadella

At IBM, the company says it has become "the must-see destination" Large companies whose cloud journey includes significant and complex changes. In his remarks prepared to open IBM's second-quarter revenue call this week, CFO and senior vice president Jim Kavanaugh said: "IBM Cloud allows customers to migrate, upgrade and upgrade. to build w cloud applications, is AI ready, and secure to the kernel.This quarter, we completed the migration of major banking applications from Westpac to IBM Cloud; C & # 39; is an example of how we become the preferred destination critical workloads on the cloud. "

For the second quarter, IBM's $ 4.7 billion business figure includes $ 2.75 billion in 'as a Service' offerings $ 2 billion comes from helping large companies convert their legacy systems into private cloud environments, a specialized capability that no other major cloud provider is talking about.

Che z SAP, Bill McDermott told investors that the cloud Q2 The turnover, measured in constant currency, soared by 40%, and highlighted the company's plans to challenge Salesforce on the business. huge market of customer relationship management

. companies to move away from rigid and fragmented systems and applications to adopt a transparent architecture that allows them to manage, analyze and take full advantage of all their data, which was simply not possible in the On-Site World "CEOs understand that serving their customers must be the unifying business priority," said McDermott in his prepared remarks on the profit appeal.

"They know that this can not be done when the sales department does not work with the finance department, or when the marketing department does not share the data with its supply chain, or when the sales department does not work. Human Resources team does not know how to engage the fast-growing contract labor.

"Unfortunately, we've seen too much of companies going back to the silo practices of bankrupt companies – this is not the case. So it's not a coincidence that many have been disrupted by innovative competitors, "said McDermott. These disrupters have built the entire company as a single integrated machine to serve this customer from the demand chain to the supply chain.

McDermott said: "All assets in our portfolio have been carefully assembled to deliver the smart business. . "

Of the three companies, powerful figures and convincing customer stories – and all this adds additional evidence to my belief that for each of these" old "companies, the best years are yet to come. [ad_2]
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