The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
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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.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.
On the Cloud Wars Live podcast, Sean Ammrati talks about what Slack’s lawsuit against Microsoft means for the future of cloud (and much more).
Larry Ellison eschewing the “hybrid” term is part of his attempt to show that the Oracle Autonomous Cloud is different from what everyone else is offering.
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.
Having driven ServiceNow to its first billion-dollar quarter, CEO Bill McDermott has said he neds to triple its workforce by 2025 to keep up with growth.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
In the launch of new cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle’s plan to beat Amazon.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
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.
Hear from Sean Ammirati why business leaders need to reject the “impossible” in this moment, like Steve Jobs spurring the creation of Gorilla Glass.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
A year after rivals Microsoft & Oracle paired up in cloud, MSFT is focused on replacing Oracle on-prem databases with their cloud database.
On the Cloud Wars Live podcast, Sean Ammirati says that in addition to reopening, we need to reimagine the economy—like Microsoft & FedEx have.
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.
On Salesforce’s Q1 earnings call, Marc Benioff delivered inspiration, offering business leaders hope and confidence to in the midst of economic devastation.
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.