Oracle CEO Safra Catz, who spoke on yesterday's fiscal-Q4 earnings call

10 Reasons Larry Ellison Believes Oracle Can Beat Amazon and Microsoft

June 17, 2020
After several quarters of simply talking about how Oracle will someday become a player in the massive IaaS business, Larry Ellison yesterday offered an extensive list of customer wins that will surely have grabbed the attention of Amazon and Microsoft. On top of that, Ellison and Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings
Tableau CEO Adam Selipsky, who is helping Salesforce with analytics

Marc Benioff’s Secret Weapon: Tableau Turning Salesforce into Analytics Powerhouse

June 11, 2020
To me, the 2x4-across-the-face disclosure in Salesforce’s latest earnings release was not that they almost reached $5 billion in quarterly revenue but rather that “Platform & Other” has become Marc Benioff’s #1 revenue-producing business. Bigger than Service Cloud, bigger than Sales Cloud and Marketing cloud and all the others. And growing at a wicked clip
Empty desks, emblematic of the need for business recovery that Aneel Bhusri recently talked about

Global Recession Exposing Deep Flaws in Traditional IT: Workday CEO Aneel Bhusri

June 3, 2020
While you’d expect Workday CEO Aneel Bhusri to tout cloud technology over traditional IT, Bhusri said yesterday that the limitations of on-premises systems are hampering the recovery efforts of companies that haven’t moved to the cloud. Last week, as Workday reported that quarterly revenue topped $1 billion, Bhusri mentioned on the earnings call that the
Slide from Salesforce Q1 earnings presentation

Salesforce Shocker: Its #1 Revenue Business Is “Platform and Other”

June 1, 2020
While Salesforce has been known as a SaaS powerhouse for its entire 21-year existence, its largest and fastest-growing business is now “Platform and Other” as the shape of the enterprise cloud continues to evolve. As shown in the graphic above from Salesforce’s fiscal-Q1 earnings presentation (it’s slide #8), the business unit called Platform and Other
Salesforce CEO Marc Benioff, who delivered inspiration on a recent earnings call

Marc Benioff Delivers: “The Best I’ve Ever Seen Salesforce Perform”

May 29, 2020
Whether procuring and delivering 50 million pieces of PPE, launching an extraordinary new pandemic-driven product, or generating $4.87 billion in revenue during the COVID-19 crisis, Marc Benioff’s had a quarter like no other. And during yesterday’s fiscal-2021 Q1 earnings call, Benioff made it perfectly clear in his inimitable fashion that Salesforce’s performance during the quarter
Workday CEO Aneel Bhusri, who will speak on the earnings call May 28th

Will Workday Whack Oracle and SAP Again on Earnings Call?

May 27, 2020
As Workday continues to thrive against much-larger competitors, CEO Aneel Bhusri has been hammering home his belief that Oracle and SAP simply cannot match Workday’s ability to drive high levels of success for the world’s largest corporations. Workday releases its fiscal Q1 earnings later today. And I think it’s highly likely that Bhusri will once
Microsoft CEO Satya Nadella, who has a grand vision for digital transformation

Microsoft Top 10 Customers for Digital Transformation: the Satya Nadella Touch

May 26, 2020
As FedEx and Microsoft tackle the decidedly nontrivial goal of redefining commerce, FedEx becomes the latest in a string of global corporations that have paired up with Satya Nadella & Co. to totally transform not only themselves but entire industries. That’s ambition and vision on a staggering scale. If Microsoft can pull off victories in
Microsoft and FedEx logos, representing the new FedEx Surround service

#1 Microsoft and FedEx Pair Up to Revolutionize How Business Is Done

May 21, 2020
More than 40 years ago, back when “digital” still referred to fingers rather than AI, FedEx founder and CEO Fred Smith said there will come a time when the information about a package delivery will be as important as the package itself. Now, in a deep partnership with Microsoft, FedEx is setting out to show
ServiceNow CEO Bill McDermott spoke to investors about competition, referencing the Grateful Dead

Bill McDermott Unplugged: ServiceNow CEO Riffs on Oracle & SAP, Culture, Grateful Dead

May 19, 2020
Explaining why he feels ServiceNow is in “one of the really gigantic market opportunities of our time,” CEO Bill McDermott regaled an investors conference last week with his thoughts on that growth rocket, competitive dynamics, the power of culture and even a tie-in with the Grateful Dead. While McDermott’s decade as CEO of SAP was
Goldman Sachs CEO David Solomon speaks about technology at AWS Reinvent 2019

How Goldman Sachs Is Becoming a Technology Company

May 16, 2020
Editor’s note: This article was contributed to Cloud Wars by Jiri Kram, a solution architect who studied Fintech at MIT and specializes in cloud computing and blockchain. He is a highly respected commentator on LinkedIn, where he originally published this piece on May 12. This article marks Jiri’s fourth appearance on Cloud Wars; you can see his