Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.
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Despite the cloud revenue totals that Microsoft and Amazon announce each quarter, the media will continue its delusion that AWS is #1. Watch and see.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
His above-and-beyond efforts amid the COVID-19 crisis are just the latest examples of Marc Benioff ‘s remarkable abilities as a leader.
In an exclusive Cloud Wars interview, SAP co-CEO Christian Klein explained why SAP’s forward-looking approach to ERP is helping customers embrace the cloud.
As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
Its fast-growing Financials biz and enhanced product lineup have made Workday a very serious competitor vs. traditional heavyweights Oracle and SAP.
Every time I start to get the impression that Microsoft is trying to do too many things too quickly, I take a look at comments from CFO Amy Hood.
During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
As Workday prepares to release quarterly and 12-month financial results later today, let’s consider its tagline: “Built for the Future.”
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.
The Microsoft Teams marketing blitz matters, because Teams and Office 365 Commercial have become high-volume on-ramps for Azure and other cloud services.
Emphasizing the “differentiated” offerings from Google Cloud, CEO Thomas Kurian said last week that his #1 priority is to create a new AI-powered solutions.
At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
Google Cloud CEO Thomas Kurian said to CNBC this week that his company’s 53% jump in revenue means it’s growing faster than Microsoft and Amazon’s AWS.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.
Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
Now that he’s got Microsoft innovating and executing as well as any company on Earth, Satya Nadella has set his sights on digitalizing the world.