During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
Oracle’s 2020 challenge: Larry Ellison has always sought out confrontations, but the cloud adversaries he’s called out this year are especially formidable.
This episode is brought to you by Oracle. I spoke with Steve Daheb, Senior Vice President, Oracle Cloud, about all things Autonomous Database.
Amazon’s #1 challenge for 2020 is whether it can convince lots and lots of AWS customers to cut over to AWS from Oracle and its Autonomous Database.
There’s some fresh revenue data for Oracle and Salesforce SaaS clouds, allowing us to compare how customers are responding to the top dog and a top rival.
In last week’s Q2 earnings call, Larry Ellison predicted that Oracle Autonomous Database will render all other Oracle databases obsolete.
On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
At Workday Rising, CEO and longtime cloud evangelist Aneel Bhusri said machine learning will become even more disruptive than cloud computing.
There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
Since we’ve taken a close look at Oracle and its Autonomous Database, I asked Microsoft for its take on self-tuning, self-securing databases.