CEO Safra Catz & chairman Larry Ellison led an Industry Cloud Blitz during Oracle’s Q2 earnings call, charting new territory for Oracle.
Earnings Call
On Oracle’s earnings call, Ellison described a “plan to add major new capabilities to our cloud ERP system,” in 3 specific industry clouds.
In last week’s fiscal-Q2 earnings call, we got a preview of Larry Ellison’s plan for Oracle building a massive cloud ERP business.
Two keys: thousands of Oracle ERP customers are moving to the cloud + Fusion ERP applications are merging with industry-specific capabilities
On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.
In light of Oracle’s Q2 performance, can a case be made that Oracle is an even hotter cloud provider than Google Cloud?
CEO Frank Slootman says that the driving factor behind Snowflake’s huge Q3 performance was the direct-to-consumer craze sweeping the world.
Obliterating all growth expectations with a 110% spike in Q3 revenue, Snowflake is soaring. CEO Frank Slootman outlined the reasons why.
ServiceNow has gone pretty unchallenged in the “digital workflow” area—but Marc Benioff seems poised to change that with Salesforce + Slack.
On the company’s recent Q3 earnings call, Salesforce leadership subtly but unmistakably positioned superstar Slack as the ServiceNow slayer.
On Alphabet’s Q3 earnings call, CEO Sundar Pichai noted that “industry-value propositions” are driving huge growth within Google Cloud.
SAP CEO Christian Klein took notable shots against archrivals Workday and Oracle in framing SAP’s growing cloud momentum in Q3.
Oracle moving into the financial-services business underscores a larger and quite extraordinary trend among the Cloud Wars Top 10
On the company’s Q1 earnings call, Larry Ellison said the new Oracle MySQL cloud database is 100X faster than Amazon Aurora and 10X RedShift.
On the Q1 earnings call yesterday, Ellison said that Oracle Cloud has reached a $10B annualized run rate—but he didn’t stop there.
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.
I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
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.