On Oracle’s March 10 earnings call, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud.
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SAP has a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections.
Larry Ellison also disclosed that the Oracle Gen2 Cloud Infrastructure (OCI) biz grew 100%+ in revenue on a recent earnings call.
I talked with IBM Cloud Platform CTO and VP Jason McGee about the new Cloud Satellite offering, a major step forward for IBM.
Late last month, Nadella declared that the world’s #1 cloud vendor will intensify its “industry-first focus.”
Look for Larry Ellison to come out swinging against major rivals during the March 10 Oracle Q3 earnings call.
As things in every industry are changing incredibly fast, all leaders can learn from the outlook McDermott cultivates inside ServiceNow.
Bhusri said CFOs who’ve battled thru the pandemic with inflexible on-prem systems are on the verge of committing fully to the cloud.
I’m puzzled by 3 comments Marc Benioff made on Salesforce’s recent Q4 earnings call. Read more from Cloud Wars.
The Microsoft leader clearly alluded to AWS when he said cloud providers that compete with customers in other biz will never establish trust.
Microsoft is preparing to compete in what could be the hottest cloud segment of 2021: industry-specific cloud solutions.
Sponsored by Oracle. Moving to Oracle enabled LogFire to leverage full elasticity for cost optimization, enhanced security & lowered TCO.
In the Cloud Database Report, contributing editor John Foley describes the enormous upheaval & potential in this rapidly growing market.
Microsoft has reported that that its “remaining performance obligation” (RPO) for cloud reached a total of $112 billion, up 24%.
Microsoft is expecting major growth in its cloud-native Cosmos database as customers rip and replace “legacy” DBs—like those from Oracle.
Highlights from Google Cloud CEO Thomas Kurian’s talk at last week’s Goldman Sachs technology investors conference.
Larry Ellison is reshaping the enterprise-software landscape, renaming Oracle customer-oriented apps from “CX” to “Advertising and CX.”
The expanded Amazon deal with TCS gives AWS more of a presence in the mainframe world it has sought for 15 years to replace.
When fiscal Q4 earnings come out on February 25, we’ll be watching to see if the Salesforce growth rate gets back up above 20%.
On the Jan. 27 earnings call, Satya Nadella casually mention that Microsoft’s security business did more than $10 billion in revenue in 2020.