Oracle CEO Safra Catz discusses future of Oracle Cloud

Oracle CEO Safra Catz: Blockbuster Quarter Shows Surge to Oracle Cloud Has Begun

September 16, 2020
While Oracle’s stunning emergence as a cloud-infrastructure player might well be due to a range of complex factors, it might also be the result of this uncomplicated dynamic cited by CEO Safra Catz: “More and more of our customers want to bring their Oracle databases to the Oracle Cloud.” On my Cloud Wars Top 10
Larry Ellison Reorients Oracle Cloud Strategy

The Audacious Larry Ellison Flips Oracle Cloud Strategy Upside-Down

September 14, 2020
Three years ago, if you said infrastructure would be the primary driver in Oracle’s cloud business, you would have been laughed out of town. (On my Cloud Wars Top 10 rankings, Oracle is #6.) Two years ago, if you had said that Larry Ellison would soon be using world-leading infrastructure technology to snatch huge cloud
Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020
A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its
Workday Revives co-CEO Model with Aneel Bhusri and Chano Fernandez

What Did Oracle, Salesforce and SAP All Scrap But Workday Just Revived?

September 4, 2020
The co-CEO model might be dead and gone at fellow cloud powerhouses Oracle, Salesforce and SAP, but Workday last week revived the unconventional management structure to allow co-founder and now-co-CEO Aneel Bhusri more time to focus on products and strategy. Bhusri’s new partner in leading Workday into the challenging future is Chano Fernandez, who prior
Ten Key Takeaways from Salesforce CEO Marc Benioff's Q2 Earnings Call

The Magic of Marc Benioff: 10 Key Drivers Behind Salesforce Q2 Surge

September 3, 2020
After the market cap of Salesforce experienced a single-day surge of $50 billion after it announced blowout financial results despite the global pandemic, the most obvious question is this: how in the world did they do that? To offer some perspective, that $50 billion jump—generated in a single day—is bigger than the entire market cap
Marc Benioff, CEO of Salesforce, talks Tableau acquisition

Best Software Acquisition of All Time Was Salesforce Buying Tableau: Marc Benioff

September 1, 2020
While Marc Benioff has been increasingly effusive over the past few quarters in praising Salesforce’s Tableau subsidiary, he went over the moon in last week’s call by declaring it to be not only the best but also most-successful software-industry acquisition ever. Tableau’s now part of the what has become Salesforce’s largest business unit—Platform & Other—whose
Workday execs monitor its Q2 growth

Workday Says Limitations of Legacy Systems (SAP & Oracle) Boosted Q2 Growth

August 31, 2020
With strong Q2 results pushing Workday’s stock price up 13% in a single day, company leaders cited the debilitating limitations and shortcomings of legacy systems as a leading factor in the recent surge to the cloud for many businesses. While Workday executives in last week’s earnings call did not specifically mention the company’s two primary
Salesforce CEO Marc Benioff

Salesforce Q2 Earnings Call: Marc Benioff Will Focus on These 5 Things

August 24, 2020
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue, what are the big issues founder and CEO Marc Benioff will choose to discuss on the Aug. 25 earnings call? While Benioff’s exceptionally wide range of interests inside and outside the tech community provide an enormous range of potential
Table showing Microsoft Azure growth rate for the last three fourth quarters

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

August 12, 2020
The growth rate for Microsoft Azure has tumbled from 89% nine quarters ago to 50% last quarter.   Should this be a cause for concern for the world’s largest and most-influential enterprise-cloud vendor and its CEO? Or is it just a natural offshoot of the law of big numbers, in which it is wickedly difficult
people walk around at Salesforce Dreamforce conference 2019

Will Salesforce Be First Cloud Apps Vendor to Top $5 Billion in a Quarter?

August 11, 2020
As Marc Benioff’s company bears down on its first $5-billion quarter, will Salesforce become the first cloud-applications vendor to hit that mark? I hate to do this to you, but the answer is... it depends. I know, I know, that’s a dirty trick. I truly wish I could give you a clear answer one way