One of the customer wins that Larry Ellison mentioned on the Oracle Q4 earnings call was Goldman Sachs, which he says had a failed Workday implementation.
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While its alliance with SAS gives Microsoft a vast amount of additional firepower, I’d love to see a deal with Amazon / AWS, for the benefit of customers.
A year after rivals Microsoft & Oracle paired up in cloud, MSFT is focused on replacing Oracle on-prem databases with their cloud database.
MuleSoft has had a major impact, but it is Tableau analytics that’s turning Salesforce into a company that can help you see what the future holds.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
Few if any companies have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through.
Read what Workday CEO Aneel Bhusri had to say to investors about how the limitations of on-premises systems are hampering companies’ recovery efforts.
On Salesforce’s Q1 earnings call, Marc Benioff delivered inspiration, offering business leaders hope and confidence to in the midst of economic devastation.
ServiceNow CEO Bill McDermott regaled investors last week with his thoughts on competitive dynamics, the power of culture and even the Grateful Dead.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
As COVID-19 drives millions to WFH, Microsoft Teams could be growing more rapidly in terms of users than any enterprise application in history.
Responding to the continued disruption of COVID-19, the CEOs of SAP and Microsoft shared powerful letters to their employees and extended communities.
Stream the latest Cloud Wars Live podast: Tony Uphoff explains how the response to coronavirus in Wuhan illuminates changes in modern manufacturing.
Emphasizing the “differentiated” offerings from Google Cloud, CEO Thomas Kurian said last week that his #1 priority is to create a new AI-powered solutions.
At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
In this new episode, Christopher and I weigh some pro’s and con’s. For example: Google filing a patent for a baby monitor. Do we want AI “spying” on babies?
A major driver behind Oracle stock hitting an all-time high Wednesday was its revolutionary “self-driving” Autonomous Database.