If these companies migrate to Oracle Exadata Cloud Service X8M, that would represent a huge boost for Oracle’s rising fortunes in the cloud.
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It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
My rationale for giving credence to Larry Ellison’s claim—and, more important, his belief—that Oracle can rise to the top of the IaaS market.
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.
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.
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!
From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
In the launch of new cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle’s plan to beat Amazon.
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?
Larry Ellison & Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings call to highlight HCM momentum, Autonomous Database revenue growth, and more.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
With the news of two new Microsoft acquisitions in the networking and telecom space, traditional players in that industry better step up their game.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
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.
This podcast is brought to you by Oracle. || Hear from Bruno Aziza, Group VP of Oracle Analytics, about expanding access to data science, workflows, & more.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.