SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.
Oracle
SAP posted strong Q2 results with 24% cloud growth, but backlog growth slowed to 22%, down from 28% in Q1, raising questions about market uncertainty, especially in the U.S. public sector.
SAP is projected to post 27% Q2 cloud revenue growth and a 29% rise in backlog, driven by AI adoption and a strong ecosystem strategy, outpacing rivals like Oracle and Microsoft.
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The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
Oracle and SAP have rebranded themselves as cloud-first AI powerhouses, rivaling Google Cloud’s dominance.
The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
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Why Oracle Chairman Larry Ellison is betting big on leading cloud databases, applications, and infrastructure — and why history suggests you shouldn’t bet against him.
During the Oracle Q4 earnings call, Larry Ellison outlined how Oracle will be the leading company for cloud apps, infrastructure, and more.
Since taking over during the pandemic, Christian Klein led SAP through massive growth, tripling market cap and driving innovation in AI and cloud while advising Europe to partner smartly rather than replicate US tech infrastructure.