A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Search Results: Oracle CLoud (1873)
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
As impressive as the COVID-19 response from other cloud vendors has been, none of them in my estimation matches up to what Google Cloud is doing.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
It’s now mid-March, when Oracle founder Larry Ellison promised to disclose details about the big German ERP customer that Oracle’s going to steal from SAP.
Its fast-growing Financials biz and enhanced product lineup have made Workday a very serious competitor vs. traditional heavyweights Oracle and SAP.
With its enterprise-focused Experience Cloud having grown 31% to $3.21B in FY2019, Adobe is joining the Cloud Wars Top 10 rankings.
Every time I start to get the impression that Microsoft is trying to do too many things too quickly, I take a look at comments from CFO Amy Hood.
During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud as jumped two spots to #4 on the Cloud Wars Top 10. Here are the 3 main reasons.
Revenue is just one of many factors we use in our weekly ranking of the world’s top cloud vendors, but the raw dollar data reveals some interesting points.
At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon’s to be $34.8 billion.
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.
IBM Cloud resurgence will be short-lived unless CEO Ginni Rometty makes bold changes, but the company did have a Q4 growth spurt. I chose 10 examples.
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.
Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.