Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
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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.
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 look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
On the Cloud Wars Live podcast, SAS EVP, COO and CTO Oliver Schabenberger joins me to discuss his company’s powerful partnership with Microsoft.
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.
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.
From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
In his concluding remarks to the Google Cloud Next ’20 keynote presentation, CEO Thomas Kurian struck an empathetic tone, exemplifying his leadership style.
Larry Ellison eschewing the “hybrid” term is part of his attempt to show that the Oracle Autonomous Cloud is different from what everyone else is offering.
Having driven ServiceNow to its first billion-dollar quarter, CEO Bill McDermott has said he neds to triple its workforce by 2025 to keep up with growth.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
First in a 10-part series on the biggest challenge facing each of the Cloud Wars Top 10: Microsoft has forged lots of partnerships. Can it keep them?
Through Workday Launch, it expects to shorten go-live time for HCM apps to 6 months or less and reduce expenses by up to 35%. Your move, Oracle.