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
Oracle chairman Larry Ellison talks ERP revenue

Larry Ellison Shows His Cards: Oracle ERP Revenue Could Reach $30B

June 16, 2021
Reveling in a blowout fiscal Q4 that saw Fusion ERP revenue soar 46%, Oracle chairman Larry Ellison said Fusion ERP could ultimately become a $20-billion business and Oracle’s NetSuite ERP could eventually reach $10 billion in revenue. On my Cloud Wars Top 10 weekly rankings, Oracle is #6 and certainly strengthened its case with Q4
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
Google Cloud logo sign at Alphabet event

Google Cloud Hypergrowth Triggers More Billions from Alphabet

May 7, 2021
With revenue soaring and losses plummeting, Google Cloud has convinced parent Alphabet to continue investing billions in the high-flying business that has a higher growth rate than any other company on the Cloud Wars Top 10. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3 behind #1 Microsoft and #2 Amazon. During
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
Microsoft CEO Satya Nadella speaks onstage about Q1 cloud revenue

Microsoft Rules: Q1 Cloud Revenue Bigger Than Amazon, Google Combined

May 3, 2021
Despite excellent Q1 cloud-revenue achievements from both Google Cloud and Amazon’s AWS, Microsoft’s first-quarter cloud revenue once again exceeded the comparable totals for Google Cloud and AWS. Those 3 companies sit atop by weekly Cloud Wars Top 10 rankings, with Microsoft the longtime #1, Amazon and its AWS cloud unit the longtime #2, and Google
Microsoft CEO Satya Nadella talks Q1 cloud revenue

Microsoft Cloud Blowout: $18 Billion for Q1, $78 Billion for 2021?

April 27, 2021
Continuing to defy the laws of physics, Microsoft’s cloud business has a very good chance to reach $18 billion for the 3 months ended March 31 en route to an extraordinary calendar-2021 cloud revenue total of $78 billion, according to my projections. On my weekly Cloud Wars Top 10 rankings, Microsoft has been #1 for
IBM CEO Arvind Krishna shares Q1 cloud revenue results

IBM Cloud Bounces Back with Q1 Cloud Revenue up 18% to $6.5 Billion

April 20, 2021
Rebounding nicely from last quarter’s measly 8% growth in cloud revenue, IBM has jumped out to a solid start in 2021 with Q1 cloud revenue up 18% to $6.5 billion. On my weekly Cloud Wars Top 10 rankings, IBM is #9 despite the fact that its cloud revenue for the 12 months ended March 31
Snowflake banner on a building on Wall Street, celebrating its hypergrowth

Snowflake Bets Continued Hypergrowth on Explosive Trend in Cloud

April 9, 2021
Snowflake is intensifying the vertical-industry focus that has been a major part of its early success and that will continue to enhance the relatively small company’s credibility and appeal among large enterprises, says CEO Frank Slootman. Earlier this week, Snowflake hammered its way into my weekly Cloud Wars Top 10 rankings, displacing Adobe in the