Microsoft and GitHub leaders discuss the acquisition

Microsoft’s Killer Acquisition: GitHub Soars 70%

May 6, 2021
While Microsoft’s $26.2-billion acquisition of LinkedIn in 2016 has been by every measure a massive success, I wonder if over time Microsoft will come to believe that its $7.5-billion acquisition of GitHub 3 years ago has been even more transformative and valuable. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime holder
Google Cloud CEO Thomas Kurian

Google Cloud CEO Thomas Kurian: “Where the Cloud Needs to Go”

April 6, 2021
Once more emphasizing that business customers want and expect new types of value from the cloud, Google Cloud CEO Thomas Kurian last week underscored his company’s commitment to the “digitization of industries.” On my Cloud Wars Top 10 weekly rankings, Google Cloud is #3 behind #1 Microsoft and #2 Amazon. Kurian, echoing a strategic priority
Amazon CEO Andy Jassy

Amazon Shocker: CEO Jassy Says Cloud Less than 5% of All IT Spending

April 2, 2021
While businesses across the globe have been surging into the cloud, Amazon CEO Andy Jassy says the cloud still accounts for less than 5% of global IT spending. On my weekly Cloud Wars Top 10 rankings, Amazon’s AWS is #2 behind #1 Microsoft.  I cite the term “shocker” in the headline because, over the past
AWS CEO Adam Selipsky

10 Questions for Amazon Web Services CEO Adam Selipsky

March 30, 2021
As if it weren’t enough of a challenge to become CEO of one of the world’s largest and most-influential technology companies, new AWS chief Adam Selipsky also has to follow the truly legendary act of superstar CEO Andy Jassy, who now rules the entire Amazon empire. On my weekly Cloud Wars Top 10 rankings, AWS
Workday Co-CEO Chano Fernandez

Workday Co-CEO: Liberating CFOs from ERP Limitations

March 24, 2021
As Workday expects CFO spending on financial applications to rise dramatically, the company believes that advanced-technology approaches to finance and operations will give CFOs better insights and more flexibility than ever before. On my weekly Cloud Wars Top 10 rankings, Workday is #8. Traditional finance tools, often part of a large suite of applications, were
Oracle CEO Safra Catz

Oracle CEO Safra Catz: 6 Reasons to Be Bullish on Oracle Cloud

March 15, 2021
While Oracle’s March 10 earnings call will be remembered primarily for Larry Ellison’s gleeful disclosure of 100 customer wins versus SAP, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and SAP is #5.) Yes, some
SAP CEO Christian Klein speaks in a video presentation

After Hard-Hitting Attack from Oracle’s Larry Ellison, 5 Things SAP Should Do

March 12, 2021
If a true indication of a winner is how they react to adversity, then SAP and CEO Christian Klein have a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections to Oracle.  It was 15 months ago when Ellison began raising the specter of converting some
Workday CEO Aneel Bhusri says that CFOs are ready to commit fully to cloud

CFOs Finally Ready to Surge into the Cloud: Workday co-CEO Bhusri

March 3, 2021
Declaring that “finance transformation is upon us,” Workday co-CEO Aneel Bhusri said CFOs who have had to battle through the pandemic with inflexible on-premises systems are on the verge of making full-scale commitments to the cloud. (On my weekly Cloud Wars Top 10 rankings, Workday is #8.) During Workday’s FY21 Q4 earnings call last week,
Salesforce CEO Marc Benioff

Memo to Marc Benioff: 3 Questions for You from Q4 Earnings Call

March 2, 2021
Dear Marc: While Salesforce recently reported very solid Q4 and terrific full-year results, I’m a bit puzzled by 3 comments you made regarding data centers, the world’s largest software companies and Salesforce’s new strategic position. (On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 after a long run in the #3 spot, which