Larry Ellison and Christian Klein, who have been fighting over Oracle stealing SAP customers

Oracle and Larry Ellison Go Silent on Snatching Huge SAP Customers

June 24, 2020
Six months ago, Larry Ellison publicly promised that in March, some of SAP’s largest ERP customers would rip and replace those mission-critical systems and replace them with Oracle Cloud ERP. In March, Ellison once again declared very publicly that loads of SAP’s biggest customers were in the final stages of replacing SAP’s on-premises ERP systems
Adobe CEO Shantanu Narayen says that Adobe Digital Experience business grew just 5% last quarter

Amid Wicked Competition with Salesforce, Adobe Enterprise Business Stalls

June 23, 2020
Battered by the COVID pandemic and the declining performance of its Advertising Cloud, Adobe’s enterprise-oriented Digital Experience business posted quarterly revenue of $826 million, up just 5%, for the 3 months ended May 31. Adobe’s fairly new to the Cloud Wars Top 10, where it holds the #10 spot, and in its previous quarter reported
Oracle founder Larry Ellison, who slammed Workday for losing Goldman Sachs

Oracle Calls Out Workday on HCM Growth, Customer-Sat Scores, Loss of Goldman Sachs

June 18, 2020
Larry Ellison says Oracle will displace longtime #1 Workday in cloud HCM on the strength of Oracle’s higher HCM growth rates, higher customer-sat rankings from analysts and its conversion of Goldman Sachs as a major HCM customer. Citing another trend as Oracle’s friend, Ellison said that more and more customers who are buying cloud ERP
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
Ahead of its Q4 earnings call, the Oracle logo appears on a large conference center window

Oracle Q4 Earnings: Larry Ellison Will Focus on 5 Things (Including SAP)

June 10, 2020
When Oracle’s Q4 earnings come out on June 16, Larry Ellison will be sure to focus on his two bet-the-company cloud products, his efforts to shake up cloud definitions and his looming promise to snatch some big SAP customers. Oracle’s fiscal Q4, ended May 31, is always Oracle’s largest. It also often reveals some developing
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
Salesforce and Workday CEOs; the two companies will team up, per Workday Q1 earnings call

Workday Hammers Legacy Model, Tops $1B, Embraces Salesforce & Microsoft

May 28, 2020
Workday is reinforcing the battles lines in the Cloud Wars as it tightens its long-standing alliances with Microsoft and Salesforce, highlights the shortcomings of on-premises apps during COVID-19 and exceeds $1 billion in quarterly revenue for the first time. The upshot is that Workday’s becoming even more of a power player in the Cloud Wars.
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
Google Cloud is helping companies like Macy's with industry-specific apps

Google and SAP Fusing Cloud and AI in Next-Gen Apps for Industries

May 11, 2020
While SAP and Google Cloud currently enjoy an excellent relationship as strategic partners in the cloud, their shared desire to lead the emerging market for industry-specific solutions could cast them as competitors in the near future. Both companies have expressed strong intentions to create for their customers a new type of data-driven application powered by