How Oracle Is Becoming a Cloud Powerhouse: Larry Ellison’s All-In Bet on Autonomous Database

June 21, 2019
When Oracle’s stock hit an all-time high Wednesday, a major driver behind the company’s impressive fiscal fourth-quarter results and subsequent share-price surge was its revolutionary “self-driving” Autonomous Database. And along with that revelation come some essential questions: Why is this product, which has a decidedly unusual name and as of right now exactly zero competitors,
New insights about Autonomous Database from Larry Ellison on the Oracle Q4 earnings call

Oracle’s Blowout Q4: Autonomous Database Looks Like a Huge Success

June 20, 2019
After a year of relentless hype about its Autonomous Database, Oracle yesterday said booming demand for the self-driving database was a huge factor behind the company’s blowout numbers for the final quarter of its fiscal year. In just the 3 months ending May 31, Oracle customers and prospects ran 5,000 trials of the Autonomous Database,

Attention Workday, SAP and Oracle: Is Salesforce Jumping into HCM?

June 7, 2019
While I still believe there’s only a minuscule chance that Salesforce is getting into the HCM business, after this week’s stunning announcement about Microsoft and Oracle partnering up in the cloud, it’s probably best to never say never. With the enterprise-cloud marketplace undergoing tremendous growth and corporate customers showing massive appetites for cloud services of
Thanks to Mulesoft, Salesforce can put together a Customer 360 view for its partners.

Salesforce’s New Strategy: All-In on ‘Customer 360,’ Powered by MuleSoft

June 5, 2019
Claiming that CEOs have become virtual CIOs and chief digital officers, Salesforce is doubling down on its Customer 360 strategy as the digital-transformation phenomenon shifts from boardroom theory to full-blown execution. Founder and co-CEO Marc Benioff certainly used yesterday’s fiscal Q1 earnings call to showcase some impressive growth numbers. But his real purpose was to
Workday on the rise: the company could soon have a billion-dollar quarter

Workday’s Path to a $1-Billion Quarter: 10 Key Insights

May 31, 2019
It’s extremely likely that within the coming year, Workday will report its first billion-dollar quarter. “Plucky little Workday”—what a myth!! Through its long-time focus on customer success, judicious acquisitions, rigorous deployment of modern technology and bold but steady leadership, Workday has become one of the most successful and fast-growing enterprise software companies in the world.

Why High-Flying Workday Is Pushing ML over M&A

May 30, 2019
After posting excellent quarterly results buttressed by last year’s acquisition of Adaptive Insights, Workday CEO Aneel Bhusri said the high-flying company is focusing much more intensely on machine learning than on additional M&A. Before getting to that, here are a few quick details on Workday’s fiscal Q1 results for the 3 months ended April 30:

ServiceNow Set to Unveil ‘Killer App’ as Market Cap Surpasses $50 Billion

May 2, 2019
With subscription revenue up 40% and a record-high market cap almost as large as General Motors’, digital-workflow leader ServiceNow is preparing to release a new employee-experience SaaS product that CEO John Donahoe says will become a “killer mobile app.” During ServiceNow’s recent Q1 earnings call, Donahoe spoke about the forthcoming release named “New York.” “New
Alphabet CEO Sundar Pinchai declined to offer specific Google Cloud Q1 Revenue numbers.

Google Cloud Q1 Numbers: What Alphabet Execs Said, and Didn’t Say

May 1, 2019
While Alphabet CEO Sundar Pichai and CFO Ruth Porat declined to offer specific details about Google Cloud’s revenue levels or growth rates during Monday’s earnings call, they did offer a few insights during prepared remarks and Q&A. Here’s a look at some of their verbatim statements. And I focused on comments about Google Cloud, which
During Amazon Q1 earnings call, CFO Brian Olsavsky spoke to AWS' automotive partnerships

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

April 30, 2019
Amazon’s latest powerhouse quarter in the cloud included some major wins in the auto industry. Those wins involved the world’s largest auto maker, Volkswagen AG, as well as Ford and ride-sharing IPO hotshot Lyft, according to a special shout-out to AWS from Amazon CFO Brian Olsavsky. Toward the end of last week’s Amazon Q1 earnings