On this Cloud Wars Live podcast, Sean Ammirati and I talk through the acquisition of Slack by Marc Benioff and Salesforce, and more.
Cloud Wars
In 2 years since Bill McDermott took over as CEO, the market cap for ServiceNow has doubled—doubled!—in a savagely competitive marketplace.
In the wickedly competitive cloud HCM market, Workday will replace the large on-premises CVS Health system, co-CEO Aneel Bhusri said.
Industry cloud solutions now account for 12.44% of total revenue at Salesforce, underscoring their emergence as a mainstream part of the biz.
The commentary about the Slack deal from Salesforce execs on its recent earnings call was a lovefest of bedazzled proportions.
Looking back on his 30-year odyssey with Oracle then NetSuite and now Oracle NetSuite with founder Evan Goldberg. [Sponsored by Oracle]
On this episode: I talk with Tony Uphoff about disruption: why it’s coming for the manufacturing industry and many others.
I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
On this episode, Wayne shares his thoughts on how the CFO role should function in today’s modern, digital focused organizations.
I can’t wait to see what kind of mischief Larry Ellison will be stirring up when he’s 80—so happy 77 to a true legend.
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion.
Infor has now decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon.
Stream a new Cloud Wars Live podcast with Bridget Courneya to get introduced to the new Acceleration Economy project.
As much as I respect Bill McDermott, his recent stereotyping of Oracle and SAP as digital dinosaurs is both incorrect and misleading.
The recent Amazon-Workday reset and Workday’s subsequent engagement with Google Cloud underscore the need for cloud-ecosystem nimbleness.
In this Cloud Wars Live episode, I talk with Jan Gilg, President of SAP S/4HANA, about the shift to a digital economy and more.
Oracle has enhanced its HeatWave query accelerator for its MySQL Database Service with updates driven by customer requests.
SAP CEO Christian Klein on the company’s Q2 earnings call claimed to have whipped longtime rival Oracle for hundreds of competitive wins.
In this Cloud Wars Live episode, I talk with Bonnie Tinder about the need for “just right” software, or the Goldilocks Strategy.
In its Q4 earnings call, Microsoft disclosed fiscal-year cloud revenue numbers: almost $70 billion on broad-based growth across its empire.



















