Google Cloud CEO Thomas Kurian is buying and building new firepower to outflank Microsoft and Amazon in the competitive enterprise-cloud marketplace.
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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?
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
Microsoft Azure has become more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey of 100 CIOs.
Salesforce co-CEO Marc Benioff has been the world’s primary driver of the CRM category’s ascendancy, so he is in a perfect position to redefine it for 2020.
Amazon’s #1 challenge for 2020 is whether it can convince lots and lots of AWS customers to cut over to AWS from Oracle and its Autonomous Database.
A meta-article of the year’s top stories to guide you through what happened in 2019 and where things are headed in the Cloud Wars.
Stream this episode of the Cloud Wars Live podcast to hear Wayne Sadin ‘s recommendations, warnings and ideas from his 2020 memo to boards and the C-Suite.
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.
Workday says its Financials biz will become its biggest revenue driver, underscoring the vendor’s ability to be a broad-based supplier of enterprise apps.
SAP and Salesforce both held investor-day events last month, based on which I made some educated guesses as to their future cloud revenue accomplishments.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
A list of what each of the world-changing powerhouse vendors on my Cloud Wars Top 10 should be celebrating this Thanksgiving.
Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.
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.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.