In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
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This article is brought to you by Oracle. SKY Brasil IT director Andre Nazare discusses wins the company has had with Oracle Autonomous Data Warehouse.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
Through Workday Launch, it expects to shorten go-live time for HCM apps to 6 months or less and reduce expenses by up to 35%. Your move, Oracle.
Amazon’s new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
Last week in Oracle’s Q4 earnings call, Larry Ellison said not a single word about SAP customers defecting to Oracle that he had twice promised.
Which HCM vendor—Workday or Oracle—gets top billing from industry analysts? Insights from Forrester tell a complex story about the showdown and Fusion HCM.
Guest author Jiri Kram explains the rise of Fintech in the context of the COVID crisis, and what the banking industry needs to do to survive.
One of the customer wins that Larry Ellison mentioned on the Oracle Q4 earnings call was Goldman Sachs, which he says had a failed Workday implementation.
Larry Ellison & Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings call to highlight HCM momentum, Autonomous Database revenue growth, and more.
A year after rivals Microsoft & Oracle paired up in cloud, MSFT is focused on replacing Oracle on-prem databases with their cloud database.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
On CNBC in late May, Lowe’s CEO Marvin Ellison outlined how Google Cloud boosted the performance of Lowes.com and the company’s quarterly results.
On the Workday fiscal Q1 earnings call later today (May 27), I expect CEO Aneel Bhusri to make some pointed comments about the competitive landscape.
ServiceNow CEO Bill McDermott regaled investors last week with his thoughts on competitive dynamics, the power of culture and even the Grateful Dead.
Video-conferencing company 8×8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.



















