Delivering an astonishing Q2, Google Cloud spiked its revenue by 54% and slashed its losses by 59%. Could it be the world’s #2 cloud vendor?
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In this episode, “5 Ways Bridget Courneya is Awesome”, Industry Cloud Battleground, Security, Microsoft’s growth, Salesforce app platform, & more
During the Industry Cloud Battleground event, EVP Mike Sicilia explained the new Oracle industry cloud suites initiative in detail.
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.
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.
A newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP.
Sponsored by Oracle. A souped-up in-memory query accelerator called HeatWave gives MySQL huge advantages over Amazon’s Redshift & Aurora DBs.
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
In the new category of industry-specific cloud solutions, Oracle revealed that it has 100,000 customers and 16 million users.
Good news for IBM, which rebounds nicely from last quarter’s measly 8% growth in cloud revenue with strong Q1 results.
“Industry networks will be the absolutely key differentiator moving forward,” SAP Industries president Peter Maier told me.
With every Top 10 company—particularly Google, Microsoft, SAP—declaring that industry clouds are a top priority, Salesforce has competition.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.
With an industry-cloud run rate of $1 billion, privately held Infor is among the cloud leaders for vertical apps and solutions.
Citing “exploding demand” for SAP cloud products and RISE program, N. America Pres. DJ Paoni brushed aside recent claims from Larry Ellison.
Why are businesses deciding to move some or all of their apps to Oracle from SAP? Oracle EVP Steve Miranda may know best of anyone.
On Oracle’s March 10 earnings call, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud.