ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
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Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions.
Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.
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.
Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
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.
Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.
The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.
An overview of what we know and don’t know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.