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Who will acquire Veeva? The spotlight is on Microsoft and Amazon – the only two companies with the funds and strategic need for life-sciences
As Oracle looks to acquire Cerner, other major cloud providers falling into an M&A spiral to strengthen their industry cloud presence.
CEO Safra Catz & chairman Larry Ellison led an Industry Cloud Blitz during Oracle’s Q2 earnings call, charting new territory for Oracle.
On Oracle’s earnings call, Ellison described a “plan to add major new capabilities to our cloud ERP system,” in 3 specific industry clouds.
In last week’s fiscal-Q2 earnings call, we got a preview of Larry Ellison’s plan for Oracle building a massive cloud ERP business.
Two keys: thousands of Oracle ERP customers are moving to the cloud + Fusion ERP applications are merging with industry-specific capabilities
On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.
In light of Oracle’s Q2 performance, can a case be made that Oracle is an even hotter cloud provider than Google Cloud?
Six of the world’s top cloud vendors shared their visions for the future of business, including Industry Cloud Top 10 #1 Salesforce.
SAP CEO Christian Klein took notable shots against archrivals Workday and Oracle in framing SAP’s growing cloud momentum in Q3.
Revenue jumped and backlog soared in Q3 for the SAP S/4HANA cloud ERP suite that archrival Oracle has trashed repeatedly.
SAP and Oracle have major opportunities to challenge Salesforce in the industry cloud market. But they have to move fast.
I talked with Oracle senior VP of applications development Rondy Ng about what’s driving the success of Oracle Fusion ERP. [Sponsored]
Salesforce leads the Industry Cloud Top 10. And therein lies the opportunity for the world’s largest enterprise apps vendors: SAP & Oracle.
The market cap for Google Cloud parent Alphabet has risen 52% YTD in 2021; Salesforce up 30%; Microsoft up 27%; and Oracle up 26%.
To date, the many initiatives by Larry Ellison and Oracle to best Salesforce in CRM have been rather flimsy. But Ellison is not giving up.
The strategic partnership with Oracle is intended to accelerate growth potential at Medallia, says EVP Steve Vierra. [Sponsored]
Oracle moving into the financial-services business underscores a larger and quite extraordinary trend among the Cloud Wars Top 10
On the company’s Q1 earnings call, Larry Ellison said the new Oracle MySQL cloud database is 100X faster than Amazon Aurora and 10X RedShift.