As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
Stream a new episode of Cloud Wars Live, with Wayne Sadin talking about the CIO role and how it’s changed. CIOs should really be the Chief Process Person.
At Workday Rising, CEO and longtime cloud evangelist Aneel Bhusri said machine learning will become even more disruptive than cloud computing.
There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.
With Workday Rising opening today, let’s preview 3 key questions Workday faces as it embarks on a journey toward becoming a $10-billion global powerhouse.
Bill McDermott is stepping down as co-CEO of SAP. As someone who worked at SAP in 2011, I experienced McDermott’s courageous leadership firsthand.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
Stream the latest episode of Cloud Wars Live to hear VC Sean Ammirati’s thoughts on WeWork’s fishy metrics and the departure of CEO Adam Neumann.
It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.
Since we’ve taken a close look at Oracle and its Autonomous Database, I asked Microsoft for its take on self-tuning, self-securing databases.
A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.
This article is brought to you by Cloudera. || Insights about the data-powered future from a new Harvard Business Review Analytic Services report.
Stream the latest episode of Uphoff on Industry, a series from Cloud Wars Live, about the need for software companies to focus on “customer success.”
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.
During Oracle OpenWorld this week, the longtime leader of Oracle’s applications business Steve Miranda spoke about breaking down traditional SaaS silos.
Stream the latest episode of Cloud Wars Live. All-Star guest Wayne Sadin shares his essential knowledge of “technical debt” and the risks of falling behind.
Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.
Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Oracle founder Larry Ellison said his booming cloud business is peeling away SAP customers and will eventually unseat SAP as the world’s #1 ERP provider.
Oracle Open World 2019 news: a LinkedIn post last night from apps leader Steve Miranda offered a glimpse into what business customers can expect.
In this new episode, Christopher and I weigh some pro’s and con’s. For example: Google filing a patent for a baby monitor. Do we want AI “spying” on babies?
AI Copilot Podcast

AI Agent & Copilot Podcast: Kyndryl AI Readiness Report Finds People, Orgs Have a Steep Hill to Climb
Most companies aren’t ready for AI — not culturally, technically, or in terms of workforce adoption — despite the rapid pace of technological advancement.