On the Q1 earnings call yesterday, Ellison said that Oracle Cloud has reached a $10B annualized run rate—but he didn’t stop there.
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Microsoft corp. VP Alysa Taylor during a recent Deutsche Bank investors conference rejected the business model of “front” vs “back office.”
I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
I can’t wait to see what kind of mischief Larry Ellison will be stirring up when he’s 80—so happy 77 to a true legend.
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion.
As much as I respect Bill McDermott, his recent stereotyping of Oracle and SAP as digital dinosaurs is both incorrect and misleading.
The recent Amazon-Workday reset and Workday’s subsequent engagement with Google Cloud underscore the need for cloud-ecosystem nimbleness.
SAP CEO Christian Klein on the company’s Q2 earnings call claimed to have whipped longtime rival Oracle for hundreds of competitive wins.
Delivering an astonishing Q2, Google Cloud spiked its revenue by 54% and slashed its losses by 59%. Could it be the world’s #2 cloud vendor?
During the Industry Cloud Battleground event, EVP Mike Sicilia explained the new Oracle industry cloud suites initiative in detail.
Satya Nadella will almost certainly do an outstanding job as chairman Microsoft, it may still be overshadowed by his amazing record as CEO.
Calling Q4 “fantastic” and “incredible”, Oracle chief executive Safra Catz made a statement on the company’s recent earnings call.
Until recently, Google Cloud rarely talked about OCTO and philosophy, which to my knowledge is without peer among the Cloud Wars Top 10.
Salesforce co-founder Parker Harris indirectly called out ServiceNow last week, in describing Slack as “human workflow.”
In the midst of its annual Sapphire customer and partner event, SAP has bullishly committed to a new future of modular cloud ERP.
A newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP.
Sponsored by Oracle. A souped-up in-memory query accelerator called HeatWave gives MySQL huge advantages over Amazon’s Redshift & Aurora DBs.
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
In the new category of industry-specific cloud solutions, Oracle revealed that it has 100,000 customers and 16 million users.
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.