In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
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Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
On the recent Amazon earnings numbers, to clarify: anyone who thinks that AWS is “in trouble” or because its growth rate was “only” 29% is nuts.
With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.
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!
Microsoft and the Azure Cloud are playing fundamental roles in the worldwide AI- and data-driven transformation of the automotive industry.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
This article is brought to you by Oracle. SKY Brasil IT director Andre Nazare discusses wins the company has had with Oracle Autonomous Data Warehouse.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
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.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
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?
Amazon’s new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
For the 3 months ended May 31, the Digital Experience business arm of Adobe posted quarterly revenue of $826 million, up just 5%.
Which HCM vendor—Workday or Oracle—gets top billing from industry analysts? Insights from Forrester tell a complex story about the showdown and Fusion HCM.
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.