Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
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Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
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.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
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.
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.
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.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
Ashley Goldsmith is leading efforts at Workday to ensure employee safety and happiness during and after COVID-19, while strategizing a return to work.
While I applaud the CEO’s unblinking confidence, I have questions about why SAP is spinning out Qualtrics, a company said to be SAP’s crown jewel.
As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
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.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
First in a 10-part series on the biggest challenge facing each of the Cloud Wars Top 10: Microsoft has forged lots of partnerships. Can it keep them?
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.