Satya Nadella speaks about Microsoft competitors Oracle and SAP

Microsoft CEO Nadella Puts Bullseye on SAP, Oracle and Salesforce

August 2, 2021
While CEO Satya Nadella has frequently touted the surging growth of Microsoft’s Dynamics 365 suite of enterprise apps, his zeal for Dynamics 365’s growth potential hit new heights in last week’s Q4 earnings call and is an unmistakable shot across the bows of SAP, Oracle and Salesforce. On my Cloud Wars Top 10 rankings, Microsoft
SAP exec speaks onstage about ERP and competition with Oracle

SAP Loses Ground to Oracle in Cloud ERP Despite S/4HANA Cloud Up 39%

July 23, 2021
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, Oracle’s competing product grew even faster at 46% for the quarter ended May 31. While the revenue figures involved here are currently not that large relative to some of the whopping numbers generated in more-mature categories for the Cloud Wars
Photos of Salesforce CEO Marc Benioff and Oracle Chairman Larry Ellison

Market-Cap Madness: Oracle Leapfrogs Salesforce on Cloud Surge

July 13, 2021
Just 10 months after the market was stating that Salesforce was 40% more valuable than Oracle, Larry Ellison and his revitalized cloud business have pushed Oracle’s market cap almost 10% higher than Salesforce’s.  On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and Oracle is #6. I’d also like to point out that
Headshot of Adaire Fox-Martin, now EMEA president at Google Cloud

Google Cloud Owes Huge Debt to SAP and Oracle

July 7, 2021
Since Google Cloud is among the prototypical “cloud native” companies on the planet, it’s surely a sign of how crazy the Cloud Wars have become that the company’s headed by a 22-year veteran of “legacy” vendor Oracle, CEO Thomas Kurian, and a 27-year-veteran of “legacy” vendor SAP, president of global sales Rob Enslin. And that
Screenshot of Oracle EVP Mike Sicilia explaining industry cloud suites on video

Oracle Challenges SAP, Microsoft, Salesforce over Industry-Cloud Suites

June 25, 2021
As every major SaaS player surges into the red-hot market for industry clouds and industry-specific solutions, Oracle is cranking up the heat by offering complete suites of vertical-market applications. On my weekly Cloud Wars Top 10 rankings, Oracle is #6. But on my Industry Cloud Top 10, Oracle is #3—and this new achievement will likely
Oracle CEO Safra Catz speaks effusively about Q4 results

Oracle CEO Safra Catz More Bullish Than I’ve Ever Seen: 10 Examples

June 18, 2021
While always intensely prepared and utterly unflappable during Oracle earnings calls, CEO Safra Catz was far more bullish than I can ever recall during Oracle’s Q4 call on June 15. Calling Q4 “fantastic” and “incredible” and reflective of a “global phenomenon, Catz also noted in an understated way at the end of the call that
Oracle chairman Larry Ellison talks ERP revenue

Larry Ellison Shows His Cards: Oracle ERP Revenue Could Reach $30B

June 16, 2021
Reveling in a blowout fiscal Q4 that saw Fusion ERP revenue soar 46%, Oracle chairman Larry Ellison said Fusion ERP could ultimately become a $20-billion business and Oracle’s NetSuite ERP could eventually reach $10 billion in revenue. On my Cloud Wars Top 10 weekly rankings, Oracle is #6 and certainly strengthened its case with Q4
Oracle MySQL vs Amazon Aurora

Oracle Unleashes HeatWave on MySQL, Thumps Amazon Redshift & Aurora

May 27, 2021
As businesses surge into the data-powered digital economy, Oracle has enhanced its MySQL cloud database service with a souped-up in-memory query accelerator called HeatWave that gives the Oracle bundle huge price and performance advantages over Amazon’s Redshift and Aurora databases.  For MySQL business users, that means a whole new ballgame for running analytics against transactional
Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
Table showing the Industry Cloud Top 10 rankings for April 28, 2021

The Industry Cloud Top 10: #1 Salesforce, #2 Google, #3 Oracle, #4 SAP

April 28, 2021
As industry-specific solutions have unquestionably become the cloud’s Next Big Thing, we here at Cloud Wars are delighted to introduce our new weekly rankings of the leading providers in that dynamic space: the Industry Cloud Top 10. This new Industry Cloud Top 10 list, plus our new biweekly news and analysis report called the Industry