Oracle experiences a notable slowdown in its cloud growth rate, dropping to 25% in fiscal-Q2 with $4.8 billion in revenue, signaling a shift from previous quarters’ 30% or higher growth.
Oracle
While Oracle’s cloud growth rate has come back to earth, executives cite “astronomical” demand for infrastructure and generative AI, and the growth figure is likely to be an aberration.
The Cloud Wars Top 10 companies, with a combined market cap exceeding $7 trillion, have experienced a range of performance in 2023, with CEOs including Microsoft’s Satya Nadella and SAP’s Christian Klein standing out.
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A look at Q3 earnings reports from major cloud companies (Workday, Snowflake, Salesforce), emphasizing the consistent surge in customer demand, while noting Salesforce’s CEO, Marc Benioff, skillfully balances cautious language with optimistic insights about AI and enterprise technology trends
Salesforce, the leading global enterprise-apps vendor with fiscal-Q3 revenue of $8.7 billion, faces challenges as it trails competitors in quarterly growth rates.
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Sam Altman’s recent employment shifts between OpenAI and Microsoft triggered a remarkable $100-billion surge in the Cloud Wars Cloud Confidence Index.
The Cloud Confidence Index hits a record $7.2 trillion, reflecting heightened interest in AI-driven innovation, with Sam Altman’s brief move to Microsoft adding intrigue and cementing Microsoft’s dominance in the cloud market.
In the Cloud Wars landscape, Oracle leads with a remarkable 30% growth rate, closely followed by ServiceNow and Microsoft at 27% and 24%, respectively, with Microsoft’s FY24 Q1 standing out as an extraordinary quarter, contributing $6.1 billion in incremental cloud revenue.
In the latest Cloud Wars Minute, Oracle leads the hottest growth companies with a 30% growth rate, hitting $4.6 billion in cloud revenue.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella join forces to reshape the future of cloud and AI.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella are redefining competition and collaboration norms
Many signs points to the likelihood of Microsoft and Oracle extending their flourishing partnership to the use of Oracle’s Cloud for AI inferencing.
The Microsoft-Oracle partnership that’s shaping the future of AI infrastructure and cloud collaboration may well extend to AI training.
Q3 results show Microsoft, Google Cloud, and AWS have unique responses to evolving market dynamics, along with insight into the potential disruptor, Oracle.
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ServiceNow’s Q3 subscription revenue jumped 27% to $2.22 billion, catapulting the company to the #2 spot on the Cloud Wars list of the world’s fastest-growing cloud vendors, thanks to powerful demand for its GenAI technology.
ServiceNow’s Q3 performance showcases its ascent in the Cloud Wars, transforming the future of business technology.