Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions.
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Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.
On the Cloud Wars Live podcast, Tony Uphoff and I talk about the gift of speed and how technology is making companies much more agile.
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.
Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.
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.
The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.
Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
In this time of rampant disruption, change, and digital-everything, Bill McDermott and ServiceNow are promising to give businesses the gift of speed.
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.
“For Microsoft, COVID-19 was personal on many levels.” – Microsoft Chief Medical Officer Dr. David Rhew, who’s helping to drive innovation amid crisis
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.
Microsoft and the Azure Cloud are playing fundamental roles in the worldwide AI- and data-driven transformation of the automotive industry.
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.