Cloud Wars analyzes Workday in 2020: its challenge will be to extend its lead over SAP and Oracle.

Workday’s Beating Oracle and SAP in Fortune 100—Can It Continue?

January 16, 2020
(Latest in our series on the top challenges facing the Cloud Wars Top 10 in 2020.)   With Workday’s quarterly revenue getting awfully close to $1 billion, its demonstrated ability to win big HR deals within the world’s largest corporations has set it apart from primary rivals SAP and Oracle. But the big challenge for Workday
Oracle's 2020 challenge: can it win against all the competitors it is attacking?

As Oracle Attacks SAP, Amazon, and Salesforce, Can Larry Ellison Beat Them All?

January 9, 2020
(Another installment in our series exploring the primary challenges faced by the Cloud Wars Top 10 vendors in 2020.)   While Larry Ellison has always eagerly sought out relevant marketplace confrontations, the lineup of cloud adversaries he’s called out here in 2020 is challenging even by Oracle’s lofty standards. Ellison has promised to dethrone SAP
Steve Daheb talks with Cloud Wars Live about Oracle Autonomous Database

Oracle: Why Autonomous Database Will Change Everything

January 9, 2020
This episode is brought to you by Oracle. For this sponsored Cloud Wars Live conversation, I spoke with Steve Daheb, Senior Vice President, Oracle Cloud, about the company's Autonomous Database. Steve says Autonomous DB is growing by 100%, quarter by quarter, and thousands of customers are running on it. He highlights how the product eliminates
Cloud Wars analyzes the biggest challenge for AWS in 2020

Amazon Vs. Oracle: AWS’s #1 Challenge Is Larry Ellison’s Autonomous Database

January 3, 2020
In a highly publicized cutover, Amazon recently completed a multi-year mission to migrate its massive consumer business from Oracle databases to AWS databases, complete with a snappy minute-long celebration video on YouTube. As it shut off the final Oracle database for its consumer business, Amazon announced that it’s thrilled with all of the results from
Marc Benioff of Salesforce speaks on SaaS cloud growth

Oracle Versus Salesforce: Who’s the Growth Leader in SaaS Clouds?

December 18, 2019
Salesforce is the world’s undisputed leader in SaaS revenue and Oracle aspires to be the world’s leading ERP vendor. But which one is growing more rapidly? Since both recently posted earnings results, we’ve got some fresh data to compare. And while there’s no question that Salesforce and Oracle are focused primarily on different audience sets,
Oracle Autonomous Database sign: Think Autonomous

Attack of the Killer Database: Oracle Autonomous DB “Will Replace Everything”

December 17, 2019
While Oracle’s Autonomous Database won’t make a significant impact on revenue until a year from now, Larry Ellison’s predicting it will “triple” the size of Oracle’s database business and render all other Oracle databases obsolete. In last week’s FY20 Q2 earnings call, Ellison continued his effusive praise of the one-of-a-kind database. But he also noted
Larry Ellison speaks at Oracle Open World

Oracle Against the World: Ellison Trashes SAP & Workday but Grows Only 1%

December 16, 2019
Belittling the capabilities of peers that are beating Oracle in some key markets, Oracle chairman Larry Ellison is playing a high-risk game of trashing the competition to mask his own company’s lengthy and low-growth transition to the cloud. While Ellison’s taunts—a blend of truth, half-truths, and flat-out fantasies—can be entertaining and a little catchy, Oracle’s
Top 3 2020 tech battles: the Cloud Wars preview

Top 3 Tech Battles in 2020: Microsoft vs. Google, Salesforce vs. SAP, Amazon vs. Oracle

December 2, 2019
As cloud computing becomes the dominant platform for digital business in 2020 and beyond, the world’s six most-influential cloud vendors will engage in three separate and intense competitive tech battles in 2020. Each has huge implications for the vendors' business customers. These high-stakes clashes will impact hundreds of thousands of businesses across the globe, as

How Salesforce Plans to Defeat Oracle and SAP While Scaling to $35B

November 22, 2019
Supremely confident that its revenue will top $20 billion in calendar 2020, Salesforce this week laid out how it intends to stay far ahead of rivals Oracle and SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024. At its Dreamforce Investor Day presentation, Marc Benioff’s company laid out in
Is SAP or Oracle #1 in ERP?

SAP and Oracle’s Larry Ellison Just Can’t Agree: Who’s #1?

November 14, 2019
In case you thought one of the tech industry’s most bitterly contested rivalries was slowing down, both SAP and Oracle are making it perfectly clear that they’re just getting warmed up in their mutual quests to be the world’s #1 apps provider. At SAP’s Capital Markets Day with financial analysts earlier this week, newly named