Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.
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Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
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.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
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.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
40-year-old Christian Klein gave a confident performance on the SAP Q2 earnings call of which a CEO of any age would be proud.
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!
Microsoft and the Azure Cloud are playing fundamental roles in the worldwide AI- and data-driven transformation of the automotive industry.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
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.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
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.
For the 3 months ended May 31, the Digital Experience business arm of Adobe posted quarterly revenue of $826 million, up just 5%.
Stream the Cloud Wars Live podcast to hear Wayne Sadin break down how companies can (and should) implement modern cloud ERP more easily & cheaply than ever.
While its alliance with SAS gives Microsoft a vast amount of additional firepower, I’d love to see a deal with Amazon / AWS, for the benefit of customers.