My reaction to “Cloud’s trillion-dollar prize is up for grabs,” a McKinsey article from this year w/ some fascinating cloud research.
Revenue jumped and backlog soared in Q3 for the SAP S/4HANA cloud ERP suite that archrival Oracle has trashed repeatedly.
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian noted 3 ways his company differs from archrivals Microsoft and AWS.
I talked with Oracle senior VP of applications development Rondy Ng about what’s driving the success of Oracle Fusion ERP. [Sponsored]
Salesforce leads the Industry Cloud Top 10. And therein lies the opportunity for the world’s largest enterprise apps vendors: SAP & Oracle.
In reading the material put out by ServiceNow & Celonis, my sense is that the companies are wisely giving customers a set of options.
The market cap for Google Cloud parent Alphabet has risen 52% YTD in 2021; Salesforce up 30%; Microsoft up 27%; and Oracle up 26%.
Read the Cloud Wars analysis on Tesla and its nascent car-insurance business and Google Cloud and its cybersecurity insurance business.
To date, the many initiatives by Larry Ellison and Oracle to best Salesforce in CRM have been rather flimsy. But Ellison is not giving up.
With Rob Enslin taking responsibility for tripling the size of the sales organization, Google Cloud has been on a high-growth tear.
Supply Chain Twin from Google Cloud, which fuses two extremely vital digital-business processes, gets my vote for the Product of the Year.
The strategic partnership with Oracle is intended to accelerate growth potential at Medallia, says EVP Steve Vierra. [Sponsored]
Oracle moving into the financial-services business underscores a larger and quite extraordinary trend among the Cloud Wars Top 10
On the company’s Q1 earnings call, Larry Ellison said the new Oracle MySQL cloud database is 100X faster than Amazon Aurora and 10X RedShift.
On the Q1 earnings call yesterday, Ellison said that Oracle Cloud has reached a $10B annualized run rate—but he didn’t stop there.
Microsoft corp. VP Alysa Taylor during a recent Deutsche Bank investors conference rejected the business model of “front” vs “back office.”
Snowflake CEO Frank Slootman’s comments during a recent earnings call revealed just how deeply data science & the cloud impact human life.
In 2 years since Bill McDermott took over as CEO, the market cap for ServiceNow has doubled—doubled!—in a savagely competitive marketplace.
In the wickedly competitive cloud HCM market, Workday will replace the large on-premises CVS Health system, co-CEO Aneel Bhusri said.
Industry cloud solutions now account for 12.44% of total revenue at Salesforce, underscoring their emergence as a mainstream part of the biz.