While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
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To grow revenue and make Oracle into a big-time IaaS player, Larry Ellison is changing the rules of the game to align with his strengths.
While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
Under Bill McDermott, ServiceNow is undergoing a sweeping transformation from quirky outsider to indispensable and mainstream enterprise cloud essential.
Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.
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.
Two weeks into his new role, Krishna used yesterday’s IBM Q1 earnings call to explain his plans for returning growth to IBM.
Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
In leading with an “architectural war,” new CEO Arvind Krishna missed a chance to showcase IBM’s true strength and differentiation in the cloud.
A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
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 impressive as the COVID-19 response from other cloud vendors has been, none of them in my estimation matches up to what Google Cloud is doing.
Oracle has quietly aligned with a leading research university exploring novel ways to treat COVID-19 and with NVIDIA’s genomic-analysis specialists.
IT director Steve Schechter explains why it’s easy for companies to allow their cloud spending to skyrocket, and offers solutions to four common challenges.
IT director Steve Schechter shares 4 steps he took to cut cloud-hosting costs for a client by nearly a third & how companies can keep costs down long-term.
As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
With its enterprise-focused Experience Cloud having grown 31% to $3.21B in FY2019, Adobe is joining the Cloud Wars Top 10 rankings.