Microsoft is besting Amazon in cloud thanks in part to partnership deals

Why Microsoft’s Beating Amazon: Cloud Deals with SAP, Oracle and ServiceNow

July 11, 2019
Microsoft is pulling away from Amazon on a new front in the Cloud Wars. The #1 cloud vendor in the world is doing so by forging strategic customer-centric alliances with other top cloud providers, notably SAP and Oracle and also earlier this week with high-flying ServiceNow. To be sure, Amazon has long been a preferred
in episode 3 of ammirati on innovation, we discuss why microsoft and oracle are strange bedfellows

Microsoft and Oracle: Strange Bedfellows | Ammirati on Innovation

June 28, 2019
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 3 In this episode, Sean and I talk about decision-making,

#5 Oracle Jumps Ahead of #6 IBM in Cloud Wars Top 10 Rankings

June 25, 2019
Sparked by impressive quarterly results showing strong customer demand for its Autonomous Database, Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5. In a more subtle but deeply significant factor, Oracle’s rise in the rankings is also tied to its recent stunning agreement with Microsoft. Their
On Oracle's Q4 earnings call, CEO Mark Hurd called Workday "not competitive"

Oracle Hot Takes: Workday “Not Competitive,” SAP a Time Bomb, Microsoft Valued Partner

June 24, 2019
While Oracle was sharing some blowout Q4 results with the investment community last week, it leveraged the occasion to throw some trashy comments at competitors SAP and Workday while nuzzling up to new cloud partner Microsoft. Oracle’s competitive swipes typically contain more bluster than truth, and I was surprised for two reasons to hear company

How Oracle Is Becoming a Cloud Powerhouse: Larry Ellison’s All-In Bet on Autonomous Database

June 21, 2019
When Oracle’s stock hit an all-time high Wednesday, a major driver behind the company’s impressive fiscal fourth-quarter results and subsequent share-price surge was its revolutionary “self-driving” Autonomous Database. And along with that revelation come some essential questions: Why is this product, which has a decidedly unusual name and as of right now exactly zero competitors,
New insights about Autonomous Database from Larry Ellison on the Oracle Q4 earnings call

Oracle’s Blowout Q4: Autonomous Database Looks Like a Huge Success

June 20, 2019
After a year of relentless hype about its Autonomous Database, Oracle yesterday said booming demand for the self-driving database was a huge factor behind the company’s blowout numbers for the final quarter of its fiscal year. In just the 3 months ending May 31, Oracle customers and prospects ran 5,000 trials of the Autonomous Database,

Salesforce 2018 CRM Market Share Topped SAP, Oracle and Adobe—Combined!

June 19, 2019
In the world’s largest and fastest-growing enterprise-applications category, Salesforce racked up CRM market share of 19.5% in 2018. The combined share for SAP, Oracle and Adobe was 18.9%, Gartner said earlier this week. Pegging the market’s total size for 2018 at $48.2 billion, Gartner said the CRM sector grew 15.6% for the year and remains
The Cloud Wars Top 10 Report Card for June 2019

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

June 10, 2019
As the enterprise cloud becomes without question the foundation for digital business, how are the world’s top cloud-computing vendors stacking up? Let’s pass out some grades for the vendors making up the Cloud Wars Top 10. #1 Microsoft. Its Azure cloud continues to grow at breathtaking rates (for the 3 months ended March 31, Azure

Microsoft-Oracle Shocker: Customers Win as #1 and #6 Vendors Pair Up

June 6, 2019
In announcing a stunning new partnership that conjures up “not until hell freezes over,” #1 cloud vendor Microsoft strengthens and extends its leadership position while #6 Oracle wins big new customer opportunities by setting aside its fierce independence. This landmark agreement goes far beyond the standard tech-industry pair-ups of convenience precisely because of the companies