The commentary about the Slack deal from Salesforce execs on its recent earnings call was a lovefest of bedazzled proportions.
Looking back on his 30-year odyssey with Oracle then NetSuite and now Oracle NetSuite with founder Evan Goldberg. [Sponsored by Oracle]
I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
I can’t wait to see what kind of mischief Larry Ellison will be stirring up when he’s 80—so happy 77 to a true legend.
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion.
Infor has now decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon.
As much as I respect Bill McDermott, his recent stereotyping of Oracle and SAP as digital dinosaurs is both incorrect and misleading.
The recent Amazon-Workday reset and Workday’s subsequent engagement with Google Cloud underscore the need for cloud-ecosystem nimbleness.
Oracle has enhanced its HeatWave query accelerator for its MySQL Database Service with updates driven by customer requests.
SAP CEO Christian Klein on the company’s Q2 earnings call claimed to have whipped longtime rival Oracle for hundreds of competitive wins.
In its Q4 earnings call, Microsoft disclosed fiscal-year cloud revenue numbers: almost $70 billion on broad-based growth across its empire.
Microsoft posted cloud revenue for the quarter ended June 30 of $19.5 billion, 31% higher than the Q2 cloud revenue from Amazon AWS.
Satya Nadella’s zeal for Microsoft Dynamics 365 in last week’s Q4 earnings call was a shot across the bows of SAP, Oracle & Salesforce.
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?
“We certainly play an advisory role but also… a challenging role.” – Seidor MENA managing director Ignacio Ruiz de Eguilaz
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, the competing product from Oracle grew at 46%.
With solid if unspectacular Q2 cloud revenue up 13% to $7 billion, IBM has pushed past Salesforce as the third-highest earner.
Google Cloud lost $5.61B in calendar 2020, but through revenue hypergrowth it is rapidly narrowing its losses and building momentum.
Deutsche Bank recently disclosed a slew of innovations and goals it has already engineered as part of its 10-year deal with Google Cloud.
Chief Partner Officer Karl Fahrbach said co-innovation of cloud IP solutions is now the fastest-growing part of the SAP biz w/ partners.