An in-depth analysis of Oracle from 5 different perspectives: Opportunities, Challenges, Differentiation, Leadership, and Big Questions.
Oracle
In a classic reflection of their decades-long rivalry, both SAP and Oracle claim they will lead the industry-specific solutions market.
Going head-on against Google Cloud and SAP, Oracle plans to roll out a broad set of industry-specific cloud solutions.
The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Guest author Jiri Kram explores what Larry Ellison’s unexpected frontal attack on Salesforce could mean for AWS.
Oracle has pointedly and publicly called out AWS by claiming Oracle’s new Exadata Cloud Service X8M crushes competing services from AWS.
In a CX event earlier this week, Oracle Chairman Larry Ellison made two striking disclosures about Oracle’s growing relationship with Zoom.
By spanning both IaaS and SaaS layers of the cloud, Larry Ellison feels Oracle will offer unique value to business customers.
New Oracle CX businesses promise to “…to empower whoever gets to the customer first and enable new customer-centric business models.”
If these companies migrate to Oracle Exadata Cloud Service X8M, that would represent a huge boost for Oracle’s rising fortunes in the cloud.
On the Cloud Wars Live podcast, Sean Ammrati and I discuss the latest in disruptions, including if Oracle or Salesforce will buy Slack.
Oracle Cloud and chip partner Nvidia are offering new cloud services to make it simpler and faster for enterprises to deploy AI solutions.
It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
My rationale for giving credence to Larry Ellison’s claim—and, more important, his belief—that Oracle can rise to the top of the IaaS market.
Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.
Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.