Screengrab from website for Google Cloud Next 2021 with photo of CEO Thomas Kurian

3 Ways Google Cloud CEO Kurian Differentiates from Microsoft, Amazon

October 13, 2021
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian hammered home 3 ways in which his company is sharply differentiating itself from archrivals Microsoft and Amazon’s AWS. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, Microsoft is #1 and Amazon is #2. And, given what Kurian discussed
Screenshot from a video about the new Google Cloud product, Supply Chain Twin

Google Cloud Just Introduced the Most Important Product of the Year

September 23, 2021
While we don’t do a lot of product coverage here at Cloud Wars, a visionary new solution from Google Cloud that fuses two extremely vital digital-business processes gets my vote for the Product of the Year. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3, behind #1 Microsoft and #2 Amazon. A
Snowflake CEO Frank Slootman speaks on a TV show

Snowflake Shocker: Data Science Now Tops Life Sciences in Boosting Human Health

September 8, 2021
The astounding rise of data science as a truly life-changing force in our modern world now includes the assertion by Snowflake CEO Frank Slootman that a pharmaceuticals customer says data science has a bigger impact than life sciences in improving Human Health. On my weekly Cloud Wars Top 10 rankings, Snowflake is #10, and will
ServiceNow CEO Bill McDermott

Market Cap Madness: ServiceNow Roars by IBM, $134 Billion to $125B

September 7, 2021
In the latest installment of Market Cap Madness, high-flying ServiceNow with its $6-billion run rate is now valued more highly than iconic IBM and its $75 billion in annual revenue. On my weekly Cloud Wars Top 10 rankings, ServiceNow is #7 and IBM is #9. As I’ve mentioned before, my use of the term “Market
Workday CEO Aneel Bhusri talks CVS Health on the Mad Money show

Workday Wins Huge HCM Deal from Oracle at CVS Health

September 2, 2021
In the wickedly competitive cloud HCM market, Workday has been chosen to replace a large on-premises HCM system from Oracle or PeopleSoft, Workday co-CEO Aneel Bhusri said. Speaking on Jim Cramer’s Mad Money show late last week after Q2 earnings were out, Bhusri said CVS was “on a legacy system—I don’t know if it was
Amy Weaver, Salesforce CFO, recently spoke about the Slack acquisition deal

10 Reasons Why Salesforce Buying Slack Is the Deal of the Decade

August 30, 2021
Based on the rapturous commentary from multiple Salesforce executives about Slack, I get the feeling that Marc Benioff would have been willing to pay $40 billion rather than “just” $27 billion for what he and his team are portraying as a generational chance to reset the trajectory of the enterprise software industry. On my weekly
Salesforce CEO Marc Benioff speaks on video chat

Salesforce Unleashes Slack and Rocks the Cloud

August 25, 2021
I believe Marc Benioff will use Salesforce’s fiscal-Q2 earnings call today to describe a compelling future for not only Salesforce plus Slack but also the rapidly evolving enterprise cloud and its ongoing outsized impact on the global economy. And I think that pretty quickly, we’ll start to see indications that Marc Benioff’s acquisition of Slack

Infor and AWS: CloudSuite Vendor Bets the Company on Amazon R&D

August 18, 2021
Call it Infor’s Dilemma: while emphasizing that it receives significant financial support from massive parent Koch Industries, Infor has also decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon. On top of that, Infor is competing in the explosive industry-cloud segment against many of the most well-known, successful, ambitious,
ServiceNow CEO Bill McDermott sits in a chair onstage

ServiceNow CEO Bill McDermott Playing Dangerous Game w/ SAP, Oracle

August 16, 2021
Looking to sharply differentiate his cloud-native company from Oracle and SAP, ServiceNow CEO Bill McDermott is categorizing those traditional vendors as little more than sunk costs that ServiceNow can salvage, while ServiceNow itself is an investment in the future. On my weekly Cloud Wars Top 10 rankings, Service Now is #7, SAP is #5, and
SAP CEO Christian Klein speaks in a video presentation about Q2 numbers, Oracle and more

SAP Slaps Back at Larry Ellison: ‘Hundreds’ of Q2 Wins Over Oracle

August 9, 2021
If it’s true that the biggest winners in the Cloud Wars are the customers who benefit from all that savage competition, then businesses evaluating SAP and Oracle are grabbing the gold as SAP claims to have whipped its longtime rival for hundreds of Q2 competitive wins. On my weekly Cloud Wars Top 10 rankings, SAP