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,
Cloud rankings by Lydia Leong of Gartner

Larry Ellison Strikes Back: Oracle Leapfrogs Google in Major Cloud Ranking

September 10, 2021
Oracle’s remarkable emergence as a major cloud-infrastructure provider accelerated this week as its Oracle Cloud Infrastructure leapfrogged Google Cloud Platform on an influential scorecard published by Gartner’s Lydia Leong. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3 and Oracle is #6. I came across a copy of Leong’s Cloud Integrated IaaS
Gartner table showing 2020 IaaS revenue for Microsoft and Amazon

Do You Trust Gartner?

June 29, 2021
Since Gartner, the big dog in IT research and advisory services, has just released its guesses regarding 2020 worldwide IaaS public-cloud market shares for Amazon, Microsoft, Google and others, I’d like to share some of their guesswork and ask a few questions. The first of those questions is posed in the headline: do you trust
Larry Ellison Delivers Keynote At Annual Oracle OpenWorld Conference

Larry Ellison Rocks the Cloud: Oracle OCI on $2-Billion Run Rate

March 11, 2021
Larry Ellison’s stunning disclosure that Oracle now has a $2-billion cloud-infrastructure business with a triple-digit growth rate turns Oracle from a tough-talking but unproven fringe player into a high-performance player worthy of being seen as a legitimate peer of industry leaders Microsoft, Amazon and Google. (On my weekly Cloud Wars Top 10 rankings, Oracle is
Oracle EVP Clay Magouyrk speaks with Cloud Wars on a Zoom interview

Oracle Cloud EVP Clay Magouyrk: Journey to Cloud Still Too Complex

February 9, 2021
In a 1:1 chat last week, Clay Magouyrk, the driving force behind Oracle’s remarkable emergence as a very serious player in cloud infrastructure, shared his views on cloud complexity, hybrid cloud, multicloud, the evolving edge and Oracle’s willingness and ability to tackle extremely tough engineering problems. As executive vice-president of Oracle Cloud Infrastructure, Magouyrk has
Cover for Cloud Wars Live podcast episode with Clay Magouyrk of Oracle

Oracle Cloud EVP Clay Magouyrk: A 1:1 Chat

February 9, 2021
In the past year, Oracle's become a highly disruptive player in the cloud-infrastructure business. So it was great to sit down with the leader of the Oracle Cloud Infrastructure (OCI) business, executive vice president Clay Magouyrk, to discuss the cloud's role as a business accelerator and how Oracle's approach to cloud infrastructure can offer unique
Oracle CEO Safra Catz

Oracle’s #1 Problem: Cloud Demand Overwhelmed Supply, Says Larry Ellison

December 22, 2020
While Oracle just 2 years ago might have had trouble even giving away its cloud-infrastructure services, its fast-growing IaaS business now faces a very different challenge as chairman Larry Ellison said demand is far outstripping supply. “We just completed a great quarter, but we would have had even more revenue growth if we had not
Oracle Chairman Larry Ellison during Oracle Cloud CX Virtual Summit

Larry Ellison Wants It All—Can Oracle Get It?

November 11, 2020
In what was billed as an introduction to Oracle’s new CX strategy, Larry Ellison instead revealed his desire to build a single “closed-loop system” of interconnected end-to-end SaaS apps handling every business process a modern business might have. (On my weekly Cloud Wars Top 10 rankings, #6 Oracle competes in enterprise apps with #3 Salesforce,
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
Oracle founder Larry Ellison, who is shuffling top execs

How Larry Ellison Is Shuffling Top Execs to Spark Next-Gen Oracle Cloud

August 14, 2020
The startling revival of Oracle’s cloud business has taken an intriguing twist as Larry Ellison has reassigned former cloud-infrastructure chief Don Johnson to reimagine how all of Oracle’s cloud capabilities can be deployed to drive greater value for customers. In a well-written news article yesterday, Geekwire revealed that Ellison has given Johnson’s former role as