On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
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Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
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.
Oracle and Salesforce compete head-on in the cloud, but the two couldn’t be more different in how they use earnings calls to showcase customers and wins.
Details are emerging about how Red Hat might make IBM’s $19-billion cloud business an engine of growth once again. Here are some insights into the plan.
The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.
My take on the shocking new partnership between Microsoft and Oracle, and what each powerhouse cloud vendor gets out of the deal.
Highlights from my talk with innovation chief Dave Wright show how ServiceNow helps customers turn sprawling IT estates into focused systems of action.
At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.
My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.
As challenging as it is to change enterprise tech, it’s harder to change human behavior. Here’s how Dean Del Vecchio cultivates a culture of innovation.
The Amazon Lyft $8 million per-month deal for infrastructure and data-management servies via AWS has sparked new questions. Namely, is it worth it?
Oracle’s Autonomous Database customer TaylorMade Golf recently reported that the company’s database performance has improved by 40x. Read my reaction.
Hear the Cloud Wars Live interview with Red Wing Shoes CIO and board member Marc Kermisch, who also heads up the company’s innovation center, The Garage.
Kris Cowles, Vice President Global Applications IT, at Topcon Positioning Systems, discusses how company operates in three segments.
Salesforce.com execs raved about how C-suites now regard data and application integration as indispensable elements of digital transformation.