Image of a financial growth line pointing up, representing the SAP ERP dominance over Oracle

Mocked by Oracle, SAP Cloud ERP Revenue Jumps 46%; Backlog Up 60%

October 14, 2021
Amid resurgent growth for its overall cloud business, SAP’s S/4HANA revenue jumped 46% in Q3 and backlog soared 60% for the cloud ERP suite that archrival Oracle has trashed repeatedly. On my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6 as the longtime opponents battle for leadership in the booming
Graphic with text, Oracle Fusion Cloud Enterprise Resource Planning

Oracle Fusion ERP: Inside the Success of One of the World’s Top Applications

October 12, 2021
For the past couple of years, Oracle founder Larry Ellison has been proclaiming that Oracle Fusion Cloud ERP is one of the two highly strategic products that will determine Oracle’s fate in the cloud—and by all accounts, Oracle Cloud ERP is living up to that huge billing. To get a better sense of what’s driving
Table showing the 10 largest industry cloud vendors, Salesforce as #1 and Oracle and SAP behind

How Oracle and SAP Could Put a Big Hurt on Salesforce

October 11, 2021
While everything is possible and while Oracle and SAP could theoretically topple Salesforce as CRM kingpin, where Oracle and SAP could really put a hurt on Salesforce’s latest booster rocket is in the booming industry-cloud market. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, SAP is #5 and Oracle is #6. But
Market Cap Growth bar graph, with Google at the top

Market Cap Madness: Google, Salesforce, Microsoft, Oracle Soar in 2021

October 4, 2021
If tech-sector market caps are indications of future growth opportunities, then for the first 9 months of 2021 the investment community has been particularly bullish on Google, Salesforce, Microsoft and Oracle. On my weekly Cloud Wars Top 10 rankings, Google is #3, Salesforce is #4, Microsoft is #1 and Oracle is #6. As the nearby
Oracle and Salesforce founders square off on CRM

Oracle Calls Out Salesforce Yet Again—Can Larry Ellison Succeed This Time?

September 28, 2021
Over the past decade, Larry Ellison and Oracle have mounted several “we’re gonna whip Salesforce in CRM” initiatives, and to date the results have been so flimsy that Oracle rarely if ever mentions its Fusion CX revenue-growth figures on earnings calls. On my weekly Cloud Wars Top 10 list, Oracle is #6 and Salesforce is
Designed image with quote about Oracle from Medallia EVP Steve Vierra

Medallia Picks Oracle to Drive Growth and Scale, Deliver Great Experiences

September 22, 2021
Facing spiraling data-center costs, a pressing need to continue to expand internationally, and a relentless need for better performance, Medallia has chosen Oracle as a preferred cloud infrastructure partner to enable greater experiences for Medallia’s customers. Medallia is a leading player in the surging market for customer and employee experience, and the strategic partnership with
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