In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.
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To grow revenue and make Oracle into a big-time IaaS player, Larry Ellison is changing the rules of the game to align with his strengths.
While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
Under Bill McDermott, ServiceNow is undergoing a sweeping transformation from quirky outsider to indispensable and mainstream enterprise cloud essential.
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.
Despite COVID-19’s economic toll, Microsoft’s strong Q1 growth indicates that the 5 largest cloud vendors could generate cloud revenue of $150B+ in 2020.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.
Despite the cloud revenue totals that Microsoft and Amazon announce each quarter, the media will continue its delusion that AWS is #1. Watch and see.
[Guest Post] By Jiri Kram: Remember the world 20 years ago? The upcoming changes to industries caused by COVID-19 will be more significant.
On this episode of the Cloud Wars Live podcast, with Charles Araujo, founder of the Institute for Digital Transformation, we talk creativity and COVID-19.
During its Q1 earnings call this week, CEO Arvind Krishna outlined IBM’s COVID-19 response along with the iconic company’s key business messages.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Stream “Steube on Spending,” a monthly Cloud Wars Live podcast, for insights into the results of an April survey of CEOs about COVID-19, cloud and more.
Two weeks into his new role, Krishna used yesterday’s IBM Q1 earnings call to explain his plans for returning growth to IBM.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
“We want our employees focused on supporting our customers, not worried about their own jobs,” Bill McDermott said in announcing that ServiceNow was hiring.
Larry Ellison endorses Zoom: I believe this is the first time that the legendary Oracle leader has created a public message purpose-built for YouTube.