Latest / Cloud Wars Live with Bob Evans
Microsoft, SAP, Oracle: Cloud at Least 50% of Revenue
In today's Cloud Wars Minute, I explain why deep on-premises expertise is becoming a strategic advantage in the AI-driven cloud economy.
Highlights
00:03 — One of the things we're seeing here in early 2026, as so many things change around the tech industry and customer expectations, is that three old timers in the Cloud Wars Top 10 —Microsoft, SAP, and Oracle — for each company, 50% or more of its revenue comes from the cloud.
00:56 — So these are, in some ways, the graybeards, and some people have tried to position them as legacy companies, or ones that reflect the past and not the future. I…
The skinny
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