Oracle logo on a sign, as the company pursues a new cloud category

Has Oracle Climbed to #3 in Booming New Cloud Category?

April 21, 2021
As every leading cloud provider surges into industry-specific cloud solutions, Oracle is emerging as a possible Top 3 player by revealing it has 100,000 industry-cloud customers and 16 million users across 120 countries. On my weekly Cloud Wars Top 10 rankings, Oracle is the #6 player. But on my new Industry Cloud Top 10 rankings
Cover image for Cloud Wars Live Industry Cloud Boom: Oracle

Oracle: Huge Industry-Cloud Numbers | EVP Mike Sicilia

April 20, 2021
In this episode of the Cloud Wars Live podcast, I speak with the leader of Oracle's vertical-industries business, executive vice-president Mike Sicilia. Oracle's been creating industry-specific applications for more than 10 years and has aggressively converted them to cloud solutions, while also fusing some elements of its horizontal apps with its industry-specific solutions. Mike and
SAP Industries lead Peter Maier talks industry networks

SAP Raises Stakes on Salesforce, Google, Oracle with Huge Bet on Industry Networks

April 19, 2021
Ten months after launching its Industry Cloud, SAP has dramatically ratcheted up its vertical-market vision by launching an “industry network” that will create open “data ecosystems” targeted at all stakeholders along the industry value chain. The move comes as Salesforce is expected to disclose its own industry-wide approach, and it’s highly likely that Google Cloud,
Salesforce tower seen from below

Can Salesforce Fight Off Google, Microsoft, SAP for #1 in Industry Clouds?

April 14, 2021
Can Salesforce win the frantic race among the Cloud Wars Top 10 to become the leader in the booming market for industry-specific cloud solutions? With every Top 10 company—and particularly Google, Microsoft and SAP—declaring that industry-specific solutions are an absolute top priority, Salesforce will need to stay lean and hungry to retain its current hold
Snowflake banner on a building on Wall Street, celebrating its hypergrowth

Snowflake Bets Continued Hypergrowth on Explosive Trend in Cloud

April 9, 2021
Snowflake is intensifying the vertical-industry focus that has been a major part of its early success and that will continue to enhance the relatively small company’s credibility and appeal among large enterprises, says CEO Frank Slootman. Earlier this week, Snowflake hammered its way into my weekly Cloud Wars Top 10 rankings, displacing Adobe in the
Team members from Infor, which provides vertical apps, stand onstage

Infor Leapfrogs Microsoft, Oracle, SAP: $1 Billion in Vertical Apps

April 8, 2021
With an industry-cloud run rate of $1 billion, low-key and privately held Infor appears to have leapfrogged industry giants Microsoft, Oracle, and SAP in the red-hot market for industry-specific cloud solutions. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, SAP is #5, and Oracle is #6. Infor has not made the Cloud
Cover image for Cloud Wars Live episode with Infor

Infor and Its $1 Billion Industry Clouds | Cloud Wars Live

April 8, 2021
On this episode of the Cloud Wars Live podcast, I speak with Infor CEO Kevin Samuelson and Infor CTO Soma Somasundaram about the industry-specific approach their company's embraced since it was founded in 2002. We chat about the booming demand for industry-specific cloud apps, Infor's aversion to the whole "ERP" thing and the company's very
Google Cloud CEO Thomas Kurian

Google Cloud CEO Thomas Kurian: “Where the Cloud Needs to Go”

April 6, 2021
Once more emphasizing that business customers want and expect new types of value from the cloud, Google Cloud CEO Thomas Kurian last week underscored his company’s commitment to the “digitization of industries.” On my Cloud Wars Top 10 weekly rankings, Google Cloud is #3 behind #1 Microsoft and #2 Amazon. Kurian, echoing a strategic priority
graphic representing Salesforce Industry Clouds

10 Reasons Salesforce Expects to Rule Booming Industry-Cloud Market

April 5, 2021
Already the world’s largest provider of cloud applications for the enterprise, Salesforce is racing to claim the #1 spot in the booming market for industry-specific cloud solutions. In my weekly Cloud Wars Top 10 rankings, Salesforce is #4, behind #1 Microsoft, #2 Amazon, and #3 Google. And later this month, when I launch my new
Cover image for Industry Clouds Boom podcast from Cloud Wars Live

Salesforce EVP Jujhar Singh: Industry Clouds Booming!

March 25, 2021
On this episode of the Cloud Wars Live podcast, I speak with Salesforce EVP Jujhar Singh, who heads up Salesforce's Industry Clouds business. We discuss why so many businesses are eager to acquire and deploy these industry-specific applications and what new types of value the apps are delivering. Will also talk about how Industry Clouds