Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
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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.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
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.
An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
Stream the Cloud Wars Live podcast to hear Wayne Sadin’s suggestions for CXOs on excellent and inexpensive gear to optimize effectiveness of video meetings.
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.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
A few reasons why I believe that Satya Nadella and the Microsoft executive team are extremely pleased with continued hyper growth from Azure.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
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.
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.
On the Cloud Wars Live podcast, Sean Ammrati talks about what Slack’s lawsuit against Microsoft means for the future of cloud (and much more).
While I applaud the CEO’s unblinking confidence, I have questions about why SAP is spinning out Qualtrics, a company said to be SAP’s crown jewel.
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!