Salesforce CEO Marc Benioff has proclaimed that his company will soon best SAP to become the world’s #1 provider of enterprise applications.
Latest Articles
In a major and meaningful reorganization, Microsoft has moved its data, AI & mixed-reality biz into the Industries & Business Apps unit.
Sponsored by Oracle. A souped-up in-memory query accelerator called HeatWave gives MySQL huge advantages over Amazon’s Redshift & Aurora DBs.
Healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it.
I’ve seen speculation that Google Cloud will be the big winner as it swoops in to become the preferred cloud-infrastructure partner for SAP.
According to a Microsoft blog post describing its expanded relationship with $40-billion global corporation Mars Inc., the answer is yes.
SAP is partnering with investment firm Dediq that will pump more than $600 million into a new joint FinTech venture, Fioneer.
I’ve been privileged to speak with thousands of CIOs, but there’s something new going on with transformational CIO Jeff Dinard of Vari.
Microsoft will “invest deeply in the individual capabilities of industry cloud.” – corporate VP Alysa Taylor on the move to verticalize
Senior VP of IBM Cloud Howard Boville shared in a recent conversation his POV on industry clouds, business processes, and much more.
On last week’s earnings call, Alphabet CFO Ruth Porat said, “As for Google Cloud… we will continue to invest aggressively.”
Buying LinkedIn in 2016 has been a massive success, but I wonder if the Microsoft acquisition of GitHub will be even more transformative.
Read for insights from the leader of industry solutions at Google Cloud, Lori Mitchell-Keller, about this booming business.
For Q1, Google + Amazon’s cloud revenues totaled $17.5 billion. Meanwhile, Microsoft posted Q1 cloud revenue of $17.7 billion, up 33%.
Introducing our new weekly rankings of the leading providers in a what could become a trillion-dollar category: the Industry Cloud Top 10.
Microsoft will release Q1 (its fiscal-Q3) numbers later today, and I see no indications that its rising rate of cloud growth will taper off.
SAP CEO Christian Klein and Oracle chairman Larry Ellison have very different views of which company is winning the cloud ERP battle.
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.