Graphic representing the Oracle Financial-Services Business Cloud

Larry Ellison’s Next Conquest: Oracle Dives into Financial-Services Business

September 20, 2021
While touting Oracle’s vast superiority over Amazon in databases and unconvincingly claiming Oracle had overtake Google Cloud in infrastructure, Larry Ellison last week also declared his company’s diving into the cloud B2B financial-services business. On my weekly Cloud Wars Top 10 rankings, Oracle is #6, Amazon is #2, and Google Cloud is #3. Cramming all
Amazon Oracle logos side by side to represent the database wars between the two

Database Wars: Oracle Attacks Amazon with High-Speed Upgrade

September 16, 2021
Claiming “stupendous” customer reaction for Oracle’s new version of the MySQL open-source database, Larry Ellison said his company’s new MySQL cloud service is 100X faster than Amazon Aurora and 10X faster than Amazon RedShift. On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and Amazon is #2. What I found fascinating about Ellison’s
Oracle founder Larry Ellison talks about the company's Q1 earnings

Dear Larry Ellison: Kudos on $10B Cloud Pace, but Can You Answer 3 Questions?

September 14, 2021
Savoring his role as David to the cloud’s 3 Goliaths, Larry Ellison proclaimed yesterday that his Oracle Cloud has reached a $10-billion annualized run rate and is committed to overtaking competitors whose cloud businesses are 8X bigger than Oracle’s (Microsoft), 6X bigger (Amazon), and 2X bigger (Google). On my weekly Cloud Wars Top 10 rankings,
Workday CEO Aneel Bhusri talks CVS Health on the Mad Money show

Workday Wins Huge HCM Deal from Oracle at CVS Health

September 2, 2021
In the wickedly competitive cloud HCM market, Workday has been chosen to replace a large on-premises HCM system from Oracle or PeopleSoft, Workday co-CEO Aneel Bhusri said. Speaking on Jim Cramer’s Mad Money show late last week after Q2 earnings were out, Bhusri said CVS was “on a legacy system—I don’t know if it was
Salesforce CEO Marc Benioff talks industry cloud revenue

Salesforce Industry Cloud Revenue Soars 58% to $790 Million

September 1, 2021
With fiscal-Q2 industry-cloud revenue up 58% to almost $800 million, Salesforce’s vertical-market solutions now account for 12.44% of Salesforce’s total revenue, underscoring their emergence as a mainstream part of the business. On my Industry Cloud Top 10 rankings, Salesforce has been #1 since I established the rankings 6 months ago. On that list, Google Cloud
Amy Weaver, Salesforce CFO, recently spoke about the Slack acquisition deal

10 Reasons Why Salesforce Buying Slack Is the Deal of the Decade

August 30, 2021
Based on the rapturous commentary from multiple Salesforce executives about Slack, I get the feeling that Marc Benioff would have been willing to pay $40 billion rather than “just” $27 billion for what he and his team are portraying as a generational chance to reset the trajectory of the enterprise software industry. On my weekly
Salesforce CEO Marc Benioff speaks on video chat

Salesforce Unleashes Slack and Rocks the Cloud

August 25, 2021
I believe Marc Benioff will use Salesforce’s fiscal-Q2 earnings call today to describe a compelling future for not only Salesforce plus Slack but also the rapidly evolving enterprise cloud and its ongoing outsized impact on the global economy. And I think that pretty quickly, we’ll start to see indications that Marc Benioff’s acquisition of Slack

Cloud Wars Top 10 Crush Q2: $60 Billion Led by Microsoft, Amazon, Google

August 19, 2021
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion. Of course, the big driver behind these very big numbers is the worldwide transition to digital business, which requires companies in every

Infor and AWS: CloudSuite Vendor Bets the Company on Amazon R&D

August 18, 2021
Call it Infor’s Dilemma: while emphasizing that it receives significant financial support from massive parent Koch Industries, Infor has also decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon. On top of that, Infor is competing in the explosive industry-cloud segment against many of the most well-known, successful, ambitious,
SAP CEO Christian Klein speaks in a video presentation about Q2 numbers, Oracle and more

SAP Slaps Back at Larry Ellison: ‘Hundreds’ of Q2 Wins Over Oracle

August 9, 2021
If it’s true that the biggest winners in the Cloud Wars are the customers who benefit from all that savage competition, then businesses evaluating SAP and Oracle are grabbing the gold as SAP claims to have whipped its longtime rival for hundreds of Q2 competitive wins. On my weekly Cloud Wars Top 10 rankings, SAP