Accenture: A Promising Growth Profile

Accenture (ACN) is a company that I first wrote about on Seeking Alpha in April 2017 (see here) when shares of this global technology consulting company were under significant market pressure due to the company’s “disappointing” Q2 2017 results. Since the previous article was published, ACN shares have greatly outperformed the broader market. (Source: Nasdaq) […] Read more »

IDG Contributor Network: How Docker’s new CEO plans to manage the company’s growth

Docker has appointed Concur founder Steve Singh as the company’s new CEO. Singh succeeds Ben Golub, who has taken a position on the company’s board of directors, where Singh serves as chairman. I talked to Singh to learn more about the challenges and opportunities ahead. Managing growth Singh sees the container technology provider facing the […] Read more »

Google Cloud growth is outpacing the company’s ad business

Google is still an advertising company, but the tech titan’s cloud business is growing faster than its advertising revenue. That’s one of the key take-aways from the company’s first quarter earnings report released Thursday. Google Cloud Platform is one of the fastest-growing lines of revenue across Alphabet, the parent company that includes Google and other […] Read more »

Oracle promises IaaS growth as cloud business rises

Oracle’s third quarter financial results continue to show that the company’s future is in the cloud. On Wednesday, the company reported massive growth in its software- and platform-as-a-service businesses, promising further gains as its customers do away with their data centers. The company’s SaaS and PaaS revenue from December 2016 through February 2017 was a […] Read more »

Cloud growth continues to boost Microsoft’s financials

Microsoft’s focus on the cloud continues to pay off. The tech titan showed growth across all its cloud-based businesses during the last quarter ended Dec. 31, including Office, Dynamics and Azure. Reporting financial results for its fiscal second quarter on Thursday, the company said its Commercial Cloud business is pulling in revenue at the rate […] Read more »

IDG Contributor Network: Mirantis and NTT launch their own partnership for OpenStack growth

It’s fascinating being a close observer of the OpenStack ecosystem. To be honest, the machinations and posturing among the different players feels almost like a John Le Carre novel with friends, enemies and seemingly dozens of shades in between. Two companies that epitomized this are Mirantis and Red Hat. Red Hat, the 800-pound gorilla in […] Read more »

Cloud growth continues to be the name of the game for Microsoft

Microsoft’s ongoing move to the cloud paid off once again over the past quarter, as strong growth from Azure and Office 365 offset declines in the PC market. The company announced on Thursday that its quarterly revenue for the three-month period ending in September was flat overall at US $ 20.5 billion. The company’s net profit […] Read more »

Dollar Shave Club grooming AWS cloud services for smoother growth

If you asked a CIO to sketch the ideal modern IT architecture on a few cocktail napkins, it might resemble the system fashioned by of the Dollar Shave Club (DSC), the men’s grooming ecommerce company that ascended from relative obscurity to prominence thanks to sound branding and this memorable YouTube clip. Running in a public […] Read more »

IDG Contributor Network: Bitnami’s growth an indicator of continuing cloud dominance

I’ve written about Bitnami many times in the past. It’s CEO, Erica Brescia, is one of a (sadly) small number of tech startup founders who happen to be women. And, while that makes a great headline or discussion point, it’s Bitnami’s success, outside of any gender-specific focus that really interests me. Bitnami builds marketplaces that […] Read more »

Oracle Touts Cloud Revenue Growth In Tough Second Quarter

Oracle said that global currency pressure had a negative impact on its total revenues and net profit, which were down for its second quarter. Executives put the focus on the company’s relatively small but fast growing cloud revenue instead, at a time when Oracle is moving from its traditional on-premises business to a hybrid cloud […] Read more »

Cloud growth buoys Microsoft while revenue shrinks

Microsoft’s cloud successes buoyed the company through its last quarter, which was otherwise a mixed financial bag. Revenue fell more than 12 percent from a year earlier to $ 20.4 billion, though profit grew almost 2 percent to $ 4.62 billion.  [ Read Bill Snyder’s Tech’s Bottom Line blog for what the key business trends […] Read more »