Oracle claims that its Autonomous Data Warehouse has three significant advantages over category-king Amazon and shiny new object Snowflake.
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Oracle Chairman Larry Ellison underscored that the enemy of his enemy is his friend by claiming Snowflake “is killing” Amazon Redshift.
Six takeaways from CEO Andy Jassy’s opening keynote to the AWS re:invent conference, including the impact COVID-19 has had on cloud adoption.
On the Cloud Wars Live podcast, Sean Ammrati and I discuss industry innovations, including the potential for an AWS IPO from Amazon.
In a CX event earlier this week, Oracle Chairman Larry Ellison made two striking disclosures about Oracle’s growing relationship with Zoom.
By spanning both IaaS and SaaS layers of the cloud, Larry Ellison feels Oracle will offer unique value to business customers.
If these companies migrate to Oracle Exadata Cloud Service X8M, that would represent a huge boost for Oracle’s rising fortunes in the cloud.
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.
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.
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.