How Salesforce Plans to Defeat Oracle and SAP While Scaling to $35B

November 22, 2019
Supremely confident that its revenue will top $20 billion in calendar 2020, Salesforce this week laid out how it intends to stay far ahead of rivals Oracle and SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024. At its Dreamforce Investor Day presentation, Marc Benioff’s company laid out in
Salesforce Dreamforce questions: will Benioff stick around?

Salesforce’s Top 3 Challenges: Love Microsoft, Fight Oracle, Keep Benioff

November 18, 2019
Salesforce’s annual revenue is surging toward $20 billion, its stock price is within a few bucks of its all-time high, and this week Marc Benioff is hosting 170,000 of his best friends at the annual Dreamforce extravaganza in San Francisco. The company’s core businesses are booming. It’s just forged a powerful partnership with the #1
Rohan Kumar explains Microsoft Azure Synapse Analytics at Ignite 2019

Microsoft Torches Google and Amazon on Big-Data Benchmarks, Says Microsoft

November 12, 2019
During a recent keynote talk by CEO Satya Nadella, Microsoft said its new Azure Synapse analytics service executed a complex query 75 times faster than Google’s BigQuery service, and another query 3 times faster than Amazon’s Red Shift. Now, before you think this is nothing more than measuring the quantity of angels dancing on pinheads,
CEO Aneel Bhusri talks Workday and Machine Learning at its 2019 customer conference.

Machine Learning More Disruptive than Cloud, Says Workday CEO Aneel Bhusri

October 16, 2019
Warning that businesses that ignore machine learning will “be left in the dust,” Workday CEO and longtime cloud evangelist Aneel Bhusri said yesterday that machine learning will become even more disruptive than the cloud computing he’s helped turn into a global phenomenon. Those would be strong words from any executive. But when they come from
Oracle and Workday leaders are talking about SaaS growth

Archrivals Oracle and Workday Agree on One Thing: SaaS Market Booming

October 15, 2019
It’s surely a great understatement to say there’s no love lost between Oracle and Workday. But the leaders of both companies are in violent agreement over the voracious appetite for SaaS applications among large organizations. At a recent investors conference, Workday cofounder and CEO Aneel Bhusri spoke on this trend. “The cloud is now viewed
Workday Rising 2019 preview

Workday Faces 3 Key Questions as $4-Billion Run Rate Looms

October 14, 2019
Well on its way to a $4-billion annualized run rate, Workday is approaching that point where a large and successful company needs to address strategic questions in order to become a very large and very successful company. The company’s annual customer conference, Workday Rising, opens today. So it’s the perfect time to take a look
At OpenWorld 2019, Larry Ellison introduced Oracle Autonomous Linux

10 Things Larry Ellison Wants You to Know about Oracle Autonomous Linux

October 3, 2019
Linux is taking on a higher-profile role in the enterprise-cloud market. Following revitalized strategies from IBM Red Hat and  SUSE, Oracle chairman Larry Ellison figured it was high time to explain just how wonderful his own new version of Linux is. During a keynote at Oracle’s recent OpenWorld event, Ellison described in great detail the
Steve Miranda speaks about Oracle and the SaaS revolution at OpenWorld 2019

Is Oracle Triggering a SaaS Revolution?

September 19, 2019
Proving that the traditional and siloed application categories of ERP and CRM and HCM are simply not suited for the modern digital economy, Oracle is claiming that modern business processes require a deeply integrated suite of applications. The monolithic and isolated pillars of CRM, ERP and HCM were fully adequate for the enterprise-centric model of
At OpenWorld 2019, Larry Ellison talked Oracle relationships with Microsoft and Amazon

Oracle Will Leapfrog Amazon and Get Closer with Microsoft, Larry Ellison Says

September 18, 2019
Outlining two developments that could tip the balance of power in the cloud, Oracle founder Larry Ellison announced this week at OpenWorld that Oracle is expanding its groundbreaking partnership with Microsoft and promised to vault past Amazon in a key infrastructure category.  The broader and deeper relationship between Microsoft—the longtime #1 vendor in my Cloud
Oracle Open World news

Oracle Apps in Transformation: Big Numbers, News Coming at Open World

September 12, 2019
With Oracle’s huge Open World customer conference coming next week in San Francisco, a LinkedIn blog post last night from applications leader Steve Miranda offered some compelling glimpses into what business customers can expect. I’ll get to the broader list in a moment. First, I wanted to look at with two revelations from Miranda that