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.
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As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
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.
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.
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.
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
Apps Associates has released a new study, in which 82% of respondents said they’re looking to partner with an MSP to help with their journey to the cloud.
In last week’s Q2 earnings call, Larry Ellison predicted that Oracle Autonomous Database will render all other Oracle databases obsolete.
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.
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.
The Wall Street Journal reports that Bank of America has slashed billions of dollars in IT infrastructure costs during as it migrates to the private cloud.
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
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.
Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?
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