Market-cap madness: the market cap of ServiceNow rose to $101 billion while that of its new AI partner IBM slumped to $104.5 billion.
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If these companies migrate to Oracle Exadata Cloud Service X8M, that would represent a huge boost for Oracle’s rising fortunes in the cloud.
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
Citrix has put together a 6-point survival guide to help businesses manage cloud challenges with maximum confidence and minimal disruption.
The Citrix Cloud Summit features strategic overviews of digital transformation and the vital role of the cloud in the global digital economy.
Amazon and Carrier Global Corp. partner up to transcend transactional relationships and help customers unleash vertical-industry expertise.
Why IBM CEO Arvind Krishna should keep swinging at every part of IBM that is not precisely aligned with their newly streamlined vision.
Can Microsoft and Google compete fiercely enough to win in revenue and collaboratively enough to keep peace with their major partners?
On the Cloud Wars Live podcast, Sean Ammrati and I discuss the latest in disruptions, including if Oracle or Salesforce will buy Slack.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
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.
Novartis and Microsoft created an AI Innovation Lab with the audacious goal of shattering the barriers of pharmaceutical clinical trials.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
Guest author Jiri Kram explores the huge potential of Salesforce, and what if anything might stop it from becoming a trillion-dollar company.
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.
On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.