Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
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IBM saw its Q4 cloud revenue jump 23%. But CEO Ginni Rometty cannot afford another post-Q4 dropoff. I’ve brainstormed 5 ways that IBM can maintain its pace.
Google Cloud CEO Thomas Kurian is buying and building new firepower to outflank Microsoft and Amazon in the competitive enterprise-cloud marketplace.
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
In 2020, Google Cloud’s top challenge will be creating a new breed of enterprise apps that exploit its capabilities in data, ML, AI, analytics & beyond.
Microsoft Azure has become more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey of 100 CIOs.
A meta-article of the year’s top stories to guide you through what happened in 2019 and where things are headed in the Cloud Wars.
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.
Workday says its Financials biz will become its biggest revenue driver, underscoring the vendor’s ability to be a broad-based supplier of enterprise apps.
Watch or stream the Cloud Wars interview with our CEO of the Year for 2019, Thomas Kurian of Google Cloud: his first year on the job and what comes next.
Two enormous achievements delivered in his first year are the primary factors why Thomas Kurian of Google Cloud is the Cloud Wars CEO of the Year for 2019.
Why Salesforce executives are lavishing praise on MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
A list of what each of the world-changing powerhouse vendors on my Cloud Wars Top 10 should be celebrating this Thanksgiving.
“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
At a special SAP Capital Markets Day presentation on Tuesday 11/12, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond.
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.