Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
Oracle
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
Larry Ellison eschewing the “hybrid” term is part of his attempt to show that the Oracle Autonomous Cloud is different from what everyone else is offering.
This article is brought to you by Oracle. SKY Brasil IT director Andre Nazare discusses wins the company has had with Oracle Autonomous Data Warehouse.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
In the launch of new cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle’s plan to beat Amazon.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
Through Workday Launch, it expects to shorten go-live time for HCM apps to 6 months or less and reduce expenses by up to 35%. Your move, Oracle.
Last week in Oracle’s Q4 earnings call, Larry Ellison said not a single word about SAP customers defecting to Oracle that he had twice promised.
Which HCM vendor—Workday or Oracle—gets top billing from industry analysts? Insights from Forrester tell a complex story about the showdown and Fusion HCM.
One of the customer wins that Larry Ellison mentioned on the Oracle Q4 earnings call was Goldman Sachs, which he says had a failed Workday implementation.
Larry Ellison & Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings call to highlight HCM momentum, Autonomous Database revenue growth, and more.
A year after rivals Microsoft & Oracle paired up in cloud, MSFT is focused on replacing Oracle on-prem databases with their cloud database.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
Few if any companies have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through.
Video-conferencing company 8×8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.



















