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Cloud Wars

Dear Satya Nadella: Your AI Obsession Could Slam Microsoft Cloud

Bob EvansFebruary 1, 2023
Cybersecurity as a Business Enabler

How HYCU Aims to Reinvent SaaS Data Protection With New Dev Platform

Tom SmithFebruary 1, 2023
Data Modernization

Why and How Modernizing Data Governance Will Dazzle Customers and Grow Revenue

Scott VaughanFebruary 1, 2023
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Built for practitioners, by practitioners with real-world ideas to modernize, co-create & accelerate your business.

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Digital & In-Person Events Highlights & Top Moments

How Does Microsoft Position AI Relative to Cloud?

How ServiceNow’s Platform Enables End-to-End Digital Transformation

How Salesforce Net Zero Cloud Delivers Sustainability, Climate Data

Road to CIO Summit: University of Michigan’s Venkat Ramaswamy on Customer Experience-Driven Co-Creation

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Cloud

Larry Ellison’s Next Trick: Oracle Cloud and Nvidia Unleash Mainstream AI

By Bob EvansOctober 5, 2020

Oracle Cloud and chip partner Nvidia are offering new cloud services to make it simpler and faster for enterprises to deploy AI solutions.

Cloud

Top 5 Cloud Vendors for Q4: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 Google Cloud, #5 SAP

By Bob EvansOctober 1, 2020

As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.

Cloud

Can Oracle Snatch Trillion-Dollar Hybrid Market from Microsoft and IBM?

By Bob EvansSeptember 30, 2020

It’s both ironic and fitting that three so-called ā€œlegacyā€ vendors are battling for leadership in the modern and massive hybrid-cloud market.

Cloud

Digital Transformation: Embrace the Disruption! | Tinder on Customers

By Cloud Wars LiveSeptember 29, 2020

On the Cloud Wars Live podcast, Bonnie Tinder talks about the need to embrace the challenges that come with digital transformation.

Cloud

Market-Cap Madness: ServiceNow at $90 Billion Halfway to Oracle and SAP at $180 Billion

By Bob EvansSeptember 28, 2020

ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.

Cloud

Salesforce’s Marc Benioff Dishes Tough Love to Passive CEOs: ā€˜Get Out of Paralysis!’

By Bob EvansSeptember 25, 2020

Salesforce founder Marc Benioff yesterday warned CEOs and top executives that today’s passivity will lead to tomorrow’s irrelevance.

Cloud

Look Out, Google and SAP: Microsoft Jumping into Red-Hot Industry Solutions

By Bob EvansSeptember 24, 2020

Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions.

Cloud

Can High-Flying Adobe Go Toe-to-Toe with Salesforce in Enterprise?

By Bob EvansSeptember 23, 2020

Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.

Cloud

The Gift of Speed | Uphoff on Industry

By Cloud Wars LiveSeptember 22, 2020

On the Cloud Wars Live podcast, Tony Uphoff and I talk about the gift of speed and how technology is making companies much more agile.

Cloud

Larry Ellison’s 10-Point Plan for Oracle to Beat Amazon, Microsoft, Google

By Bob EvansSeptember 21, 2020

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.

Cloud

Medical Moonshot: How Novartis and Microsoft Are Using AI to Reimagine Medicine

Sponsored ContentBy Bob EvansSeptember 17, 2020

Novartis and Microsoft created an AI Innovation Lab with the audacious goal of shattering the barriers of pharmaceutical clinical trials.

Cloud

Oracle CEO Safra Catz: Blockbuster Quarter Shows Surge to Oracle Cloud Has Begun

By Bob EvansSeptember 16, 2020

Oracle CEO Safra Catz indicates more and more of Oracle’s huge global customers are moving their database workloads to the Oracle Cloud.

Cloud

Speed, Flexibility, Helicopter-Installed Mainframes | Sadin on Digital

By Cloud Wars LiveSeptember 15, 2020

Stream the Cloud Wars Live podcast to hear Wayne Sadin’s suggestions for CIOs to drive their company’s speed, flexibility and innovation.

Cloud

The Audacious Larry Ellison Flips Oracle Cloud Strategy Upside-Down

By Bob EvansSeptember 14, 2020

Chairman Larry Ellison makes the case that when it comes to Oracle Cloud, the big dog is OCI—Oracle Cloud Infrastructure.

Cloud

Snowflake: IPO That Made Salesforce and Warren Buffett Bullish

By Guest AuthorSeptember 12, 2020

Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.

Cloud

Salesforce-SAP Showdown: SAP Exits Mainstream CRM for ā€˜Focused’ Segments

By Bob EvansSeptember 11, 2020

SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.

Cloud

SAP CFO Shoots Down Larry Ellison Claim of Oracle Snatching SAP Customers

By Bob EvansSeptember 10, 2020

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.

Cloud

Snowflake CEO: Cloud Is ā€˜Biggest Thing Ever in the World of Computing’

By Bob EvansSeptember 9, 2020

Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.

Cloud

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

By Bob EvansSeptember 8, 2020

Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.

Cloud

Can Salesforce Become the Next Trillion-Dollar Company?

By Guest AuthorSeptember 5, 2020

Guest author Jiri Kram explores the huge potential of Salesforce, and what if anything might stop it from becoming a trillion-dollar company.

Cloud

What Did Oracle, Salesforce and SAP All Scrap But Workday Just Revived?

By Bob EvansSeptember 4, 2020

The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.

Cloud

The Magic of Marc Benioff: 10 Key Drivers Behind Salesforce Q2 Surge

By Bob EvansSeptember 3, 2020

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.

Cloud

Crazy: Oracle Woos TikTok, Harvard’s Big Gap | Ammirati on Innovation

By Cloud Wars LiveSeptember 1, 2020

On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.

Cloud

Best Software Acquisition of All Time Was Salesforce Buying Tableau: Marc Benioff

By Bob EvansSeptember 1, 2020

Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.

Cloud

Workday Says Limitations of Legacy Systems (SAP & Oracle) Boosted Q2 Growth

By Bob EvansAugust 31, 2020

In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.

Cloud

As Salesforce Blows By SAP and Oracle, Cloud Wars Top 10 Market Cap Hits $5.66 Trillion

By Bob EvansAugust 28, 2020

Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.

Cloud

How to Win CFO Support for Digital Transformation | Tinder on Customers

By Cloud Wars LiveAugust 26, 2020

On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.

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