10 months ago, Salesforce had a market cap 40% higher than that of Oracle. Now, it’s 10% lower. What happened to impact these numbers?
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Late this month we’ll find out if Google Cloud and Amazon (together) are finally able to best Microsoft in cloud revenue for Q2.
Selling its enterprise-asset management business for about $2.75B, including $800M in cash, Infor can supercharge its industry cloud services.
The “legacy” impact at Google Cloud has just intensified as Rob Enslin has hired Adaire Fox-Martin to become president of EMEA.
Flexing its industry cloud muscles, the world’s most-influential cloud provider Microsoft has taken over #4 on the Industry Cloud Top 10.
Within the careful press release about AT&T moving its 5G mobile network to the Microsoft Azure for Operators cloud is another message.
Gartner has just released its guesses regarding 2020 worldwide IaaS public-cloud market shares, and I have a few questions.
It appears that Salesforce is turning a cold shoulder to Google Cloud, even as its cloudmances with Amazon and Microsoft draw attention.
During the Industry Cloud Battleground event, EVP Mike Sicilia explained the new Oracle industry cloud suites initiative in detail.
For 2 years, Marc Benioff has claimed that Salesforce is not getting into HCM—even as it’s clearly been getting into HCM.
Sponsored by Knoa. Businesses are discovering that when users have great experiences, cloud migrations are more likely to be successful.
Satya Nadella will almost certainly do an outstanding job as chairman Microsoft, it may still be overshadowed by his amazing record as CEO.
Calling Q4 “fantastic” and “incredible”, Oracle chief executive Safra Catz made a statement on the company’s recent earnings call.
Reveling in a blowout fiscal Q4, Oracle chairman Larry Ellison said Fusion ERP could ultimately hit $20B & NetSuite ERP $10B in revenue.
Until recently, Google Cloud rarely talked about OCTO and philosophy, which to my knowledge is without peer among the Cloud Wars Top 10.
Salesforce co-founder Parker Harris indirectly called out ServiceNow last week, in describing Slack as “human workflow.”
In the midst of its annual Sapphire customer and partner event, SAP has bullishly committed to a new future of modular cloud ERP.
CEO Frank Slootman said on the recent Snowflake earnings call that Microsoft, Amazon and Google are “not sitting on good architecture.”
A newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP.
CEO Marc Benioff used his recent first quarter earnings call to explain how Salesforce’s transformation has it on a path to $50B in revenue.