Microsoft and Samsung are teaming up to try to give Apple and iMessage a run for its money. Will they be successful and what must they do to win?
Microsoft Teams Evolves — Collaboration Tech Moving Digital Transformation Beyond the Desk
The latest upgrades to Microsoft Teams’ collaboration platform is moving collaboration beyond the desk, and they are not alone on that front. Cisco is innovating in exciting ways, with myriad integrations and cognitive collaboration. Slack is fine-tuning and working to woo the enterprise customer. Dropbox is getting in the game—and those are just a handful of the many players in the $30 billion dollar market for workplace collaboration services.
Amazon Web Services: Stay The Course, 37% Growth Is Absolutely Fine
Amazon Web Services (AWS) reported lower than expected growth at 37%. However, as AWS matures, their growth will decline and competition like Microsoft Azure will likely gain market share. However, AWS is doing a lot well, and should keep their eyes on the big picture.
New Microsoft Azure Data Share Service Helps Companies Share (and Maybe Sell) Data
The newly announced Microsoft Azure Data Share service allows customers to share, manage, control, and maybe monetize, their business data, within the enterprise as well as with partners and third parties. While the sharing part is cool, it’s the monetizing part that’s most interesting to me.
Medallia Surges 70% Day 1, Is It Time to Put It On The Watch List?
Medallia shot up more than 70% on its IPO debut. The customer experience management company has launched into the market gaining a 4.5 billion dollar valuation, however, has had little press compared to big IPO’s like Slack and Zoom.
Microsoft Beat Earnings, Smashes Revenue Estimates
Microsoft beat earnings and smashed revenue estimates in today’s earnings report. While a big deal was made by some of the Azure slowdown in growth, that is to be expected. Microsoft is a company that has momentum. For investors, they are a company that no matter how high the price of the stock goes, it’s hard to bet against them over the long term. I believe the Azure business will settle in and continue double-digit growthI do expect the Azure business to settle in and continue its significant double-digit growth, but hey, 40-70% YoY is a number everyone should feel good about.
Sorry Oracle, It’s Microsoft or Amazon for the DoD’s $10B Cloud Contract
Sorry Oracle, you’re out. Now officially the sole contenders in the bid for the Department of Defense’s $10B cloud computing contract are Microsoft and Amazon. For a variety of reasons, it makes no sense that the government would hand over a ten-year, $10B cloud services contract to Amazon. Time will tell on this front, but my money is on Microsoft.
Salesforce’s Big Tableau Move More Desperate Than Strategic as Microsoft Applies Pressure
I believe the company’s growth is running out of steam, as innovation by acquisition can only take it so far. Equally as significant, for the first time since Benioff disrupted the software space, Salesforce is chasing a more formidable competitor in Microsoft, which has always done on-premise better, but now is doing cloud better as well. Definitely one to watch.
Windows on ARM — Coming to a Microsoft Surface Near You?
Are Windows on ARM coming to a Microsoft Surface laptop near you? Rumors say that might well be the case. While that might result in a pricey Surface laptop, it would most definitely be a powerhouse.
Oracle Q4 Earnings Are In — But What Does It Really Mean?
Oracle Q4 earnings report is in, but what does it really mean? Oracle’s history of fuzzy reporting makes it difficult to really know, but here is what two of our analysts, Ron Westfall and Daniel Newman, have to say about these results.