On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
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Workday says its Financials biz will become its biggest revenue driver, underscoring the vendor’s ability to be a broad-based supplier of enterprise apps.
Stream “Ammirati on Innovation,” where Sean Ammirati and I discuss breakout products: Disney+ and its 10 million downloads in 24 hours, but also SAP’s HXM.
“We can actually bring our manufacturing closer to that customer, which by definition changes the supply chain.” – Tony Uphoff on Cloud Wars Live
Why Salesforce executives are lavishing praise on MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)
“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.
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.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
At a special SAP Capital Markets Day presentation on Tuesday 11/12, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond.
Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…
Stream a new podcast episode of Ammirati on Innovation, where Sean and I debate the wisdom of SoftBank’s new investment into the WeWork business, and more.
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.