From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
Search Results: cloud infrastructure (1576)
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.
Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.
What to watch for in the coming hybrid wave. Cementing its future growth and relevance, the cloud industry is warmly embracing hybrid computing.
Microsoft’s 2026 Release Wave 1 introduces deeper Copilot integration, expanded agentic AI experiences, and new governance and automation capabilities across Dynamics 365, Power Platform, and Microsoft 365 Copilot, accelerating the shift toward enterprise-wide agentic operations.
Agentforce Contact Center represents Salesforce’s next evolution in customer service, merging voice, digital channels, and AI into one system. It empowers autonomous AI agents while ensuring human operators receive full interaction context for faster issue resolution.
Larry Ellison steps back on earnings calls as Mike Sicilia and Clay Magouyrk take the lead, signaling a deliberate and confident leadership transition at Oracle.
OpenAI aims to scale revenue from $5B to potentially $280B by 2030, but a reported $800B cut in infrastructure spending raises questions about how compute-driven growth can sustain such aggressive enterprise expansion.
OpenAI’s ambitious 2030 revenue forecast collides with contradictory spending cuts, prompting concerns about strategy, execution, and credibility among enterprise customers and key infrastructure partners.
Microsoft Copilot Studio’s new features focus on improving agent evaluation, enabling organizations to assess performance at scale, compare versions, and refine AI systems faster with better feedback loops and auditing capabilities.