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.
Guest author Jiri Kram explores the huge potential of Salesforce, and what if anything might stop it from becoming a trillion-dollar company.
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.
On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.
In its Q2 earnings presentation, Salesforce included a CRM revenue market-share chart from IDC showing its increased dominance in 2019.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
On the Cloud Wars Live podcast, Charles Araujo explains how business leaders can and should be preparing to “manage” robots in the workforce.
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.
On the Cloud Wars Live podcast, Tony Uphoff and I talk how business may change when everyone knows how to code. That’s data culture.
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.
Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.
Stream the Cloud Wars Live podcast to hear Wayne Sadin’s suggestions for CXOs on excellent and inexpensive gear to optimize effectiveness of video meetings.
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 few reasons why I believe that Satya Nadella and the Microsoft executive team are extremely pleased with continued hyper growth from Azure.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
On the Cloud Wars Live podcast, SAS EVP, COO and CTO Oliver Schabenberger joins me to discuss his company’s powerful partnership with Microsoft.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.