Satya Nadella speaks about Microsoft competitors Oracle and SAP

Microsoft CEO Nadella Puts Bullseye on SAP, Oracle and Salesforce

August 2, 2021
While CEO Satya Nadella has frequently touted the surging growth of Microsoft’s Dynamics 365 suite of enterprise apps, his zeal for Dynamics 365’s growth potential hit new heights in last week’s Q4 earnings call and is an unmistakable shot across the bows of SAP, Oracle and Salesforce. On my Cloud Wars Top 10 rankings, Microsoft
Headshot of Adaire Fox-Martin, now EMEA president at Google Cloud

Google Cloud Owes Huge Debt to SAP and Oracle

July 7, 2021
Since Google Cloud is among the prototypical “cloud native” companies on the planet, it’s surely a sign of how crazy the Cloud Wars have become that the company’s headed by a 22-year veteran of “legacy” vendor Oracle, CEO Thomas Kurian, and a 27-year-veteran of “legacy” vendor SAP, president of global sales Rob Enslin. And that
Salesforce's Work dot com logo, an example of HCM from the company

Is Salesforce Going to War with Oracle, Workday, SAP in HR?

June 23, 2021
Like a crafty magician drawing focus to the left hand while the right one stirs up mischief, Salesforce CEO Marc Benioff has been preaching for 2 years that Salesforce is not getting into HR even as it’s clearly been getting into HR. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 while SAP

Microsoft CEO Satya Nadella Is World’s #1 CEO: 5 Reasons Why

June 21, 2021
While Satya Nadella will almost certainly do an outstanding job in his additional new role as chairman at Microsoft, I believe that high-fallutin’ new title will always be completely overshadowed by the extraordinary record Nadella has put together as CEO of Microsoft. When Nadella was named CEO of Microsoft on Feb. 4, 2014, Microsoft’s market
Oracle CEO Safra Catz speaks effusively about Q4 results

Oracle CEO Safra Catz More Bullish Than I’ve Ever Seen: 10 Examples

June 18, 2021
While always intensely prepared and utterly unflappable during Oracle earnings calls, CEO Safra Catz was far more bullish than I can ever recall during Oracle’s Q4 call on June 15. Calling Q4 “fantastic” and “incredible” and reflective of a “global phenomenon, Catz also noted in an understated way at the end of the call that
Snowflake logo on Wall Street, representing its recent 1 billion queries milestone

Snowflake Hits Another Milestone: 1 Billion Queries in 24 Hours

June 3, 2021
When Snowflake announced its Q1 FY2022 earnings, one metric stood out as a harbinger of where the cloud database market is heading: Snowflake processed one billion queries in a single day, CEO Frank Slootman revealed during the Q1 review.  Why does that matter? A query is a request to access data from a database. It
Photo of Salesforce CEO Marc Benioff with a protective mask on

The Marc Benioff Show: Inside Salesforce’s Greatest Quarter Ever

June 2, 2021
Describing what he called the greatest quarter in Salesforce’s storied 22-year history, CEO Marc Benioff used his recent fiscal-Q1 earnings call to evangelize how the company’s top-to-bottom transformation has set it on a path to $50 billion in revenue within 4 years. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 behind #1
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