Amazon and Carrier Global Corp. partner up to transcend transactional relationships and help customers unleash vertical-industry expertise.
Search Results: Oracle CLoud (1946)
Can Microsoft and Google compete fiercely enough to win in revenue and collaboratively enough to keep peace with their major partners?
On the Cloud Wars Live podcast, Sean Ammrati and I discuss the latest in disruptions, including if Oracle or Salesforce will buy Slack.
IDC market study shows SAP has a significantly stronger presence in B2B Digital Commerce than competitors Salesforce, Oracle, and Adobe.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
My rationale for giving credence to Larry Ellison’s claim—and, more important, his belief—that Oracle can rise to the top of the IaaS market.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.
On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
In its Q2 earnings presentation, Salesforce included a CRM revenue market-share chart from IDC showing its increased dominance in 2019.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.



















