To grow revenue and make Oracle into a big-time IaaS player, Larry Ellison is changing the rules of the game to align with his strengths.
Search Results: oracle database (733)
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
It’s now mid-March, when Oracle founder Larry Ellison promised to disclose details about the big German ERP customer that Oracle’s going to steal from SAP.
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
There’s some fresh revenue data for Oracle and Salesforce SaaS clouds, allowing us to compare how customers are responding to the top dog and a top rival.
On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
During Oracle OpenWorld this week, the longtime leader of Oracle’s applications business Steve Miranda spoke about breaking down traditional SaaS silos.
Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.