Oracle founder Larry Ellison, who is shuffling top execs

How Larry Ellison Is Shuffling Top Execs to Spark Next-Gen Oracle Cloud

August 14, 2020
The startling revival of Oracle’s cloud business has taken an intriguing twist as Larry Ellison has reassigned former cloud-infrastructure chief Don Johnson to reimagine how all of Oracle’s cloud capabilities can be deployed to drive greater value for customers. In a well-written news article yesterday, Geekwire revealed that Ellison has given Johnson’s former role as
people walk around at Salesforce Dreamforce conference 2019

Will Salesforce Be First Cloud Apps Vendor to Top $5 Billion in a Quarter?

August 11, 2020
As Marc Benioff’s company bears down on its first $5-billion quarter, will Salesforce become the first cloud-applications vendor to hit that mark? I hate to do this to you, but the answer is... it depends. I know, I know, that’s a dirty trick. I truly wish I could give you a clear answer one way

What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

August 10, 2020
As Salesforce, ServiceNow and IBM have all recently fervently embraced the red-hot “platform company” position in the cloud market, Larry Ellison and Oracle have all but banished “platform” from their public presentations. So what the heck is going on here? My overriding reaction is that it’s great to see the industry moving beyond the early-days
Conference sign that says Oracle Cloud Infrastructure and Autonomous Database

Why Larry Ellison and Oracle Are Reinventing the Language of the Cloud

July 20, 2020
In his opening remarks on an IBM earnings call 18 months ago, IBM CFO Jim Kavanaugh used the word “hybrid” an astonishing 28 times to try to prove that IBM is betting its entire future on the hybrid cloud. In a major Oracle announcement two weeks ago, chairman Larry Ellison spoke for almost an hour
Microsoft will likely top $50 billion in cloud revenue at this time next year.

If #1 Microsoft Isn’t “Real” Cloud, Why Are World’s Largest Companies Buying It?

February 25, 2019

The ridiculous premise that Microsoft’s industry-leading commercial-cloud business isn’t “real” cloud got even more absurd last week as two massive corporations—ExxonMobil and Albertsons—picked Azure, Dynamics 365 and Microsoft 365 to accelerate their digital transformations and drive innovation and revenue. For reasons I cannot fathom and that have no basis in reality, some pundits and supposed