Frame from a Microsoft teams TV ad, part of its recent marketing blitz

Microsoft Launches Marketing Blitz as Teams Blows Past 20 Million Users

February 20, 2020
Eager to capitalize on the “phenomenal” adoption of its Teams collaboration suite, Microsoft has kicked off an aggressive TV-advertising campaign for Teams to overcome low awareness for both the category and the suite itself. In the context of the Cloud Wars, this is a powerful move. Teams and Office 365 Commercial have become high-volume on-ramps
Cover photo of Cloud Wars Live episode with Wayne Sadin on Shadow IT and more

Shadow IT Goes Legit as ‘Query from Hell’ Gets Defanged | Sadin on Digital

February 18, 2020
“Sadin on Digital” episodes explore the fast-changing and high-stakes world of digital business. Wayne Sadin and I focus in particular on what CEOs and boards must do to lead their companies successfully into the Digital Age. Today, we talk "shadow IT" and the why Wayne wants to rename it. Episode 12 In this episode: Wayne
CEO Bill McDermott is helping ServiceNow redefine enterprise software

ServiceNow’s Big Secret: Bill McDermott Redefining Software Business

January 31, 2020
Its record revenues, record stock price, and soaring expectations aside, perhaps the most-disruptive initiative at high-flying ServiceNow is the way new CEO Bill McDermott is helping to redefine and redirect the enterprise-software business. Here at Cloud Wars, we’ve recently made the case on a few occasions that the traditional structure of the enterprise-software business—ERP, CRM,
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,
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
Amazon Q3 growth rate

As #2 Amazon Falls Farther Behind #1 Microsoft, Will it Expand into SaaS?

November 4, 2019
Most CEOs the world over would swap serious parts of their anatomy for the “problems” that Amazon’s AWS cloud unit is confronting: Q3 revenue up “only” 35% to $9 billion. But life in the Cloud Wars is definitely not like it is in most other industries. And Amazon has only its stellar performances of the
Oracle and Workday leaders are talking about SaaS growth

Archrivals Oracle and Workday Agree on One Thing: SaaS Market Booming

October 15, 2019
It’s surely a great understatement to say there’s no love lost between Oracle and Workday. But the leaders of both companies are in violent agreement over the voracious appetite for SaaS applications among large organizations. At a recent investors conference, Workday cofounder and CEO Aneel Bhusri spoke on this trend. “The cloud is now viewed
Steve Miranda speaks about Oracle and the SaaS revolution at OpenWorld 2019

Is Oracle Triggering a SaaS Revolution?

September 19, 2019
Proving that the traditional and siloed application categories of ERP and CRM and HCM are simply not suited for the modern digital economy, Oracle is claiming that modern business processes require a deeply integrated suite of applications. The monolithic and isolated pillars of CRM, ERP and HCM were fully adequate for the enterprise-centric model of
Workday Adaptive Insights logos

Workday’s Secret Weapon Has “Phenomenal” First Year

September 9, 2019
While Workday’s flagship HCM franchise and high-growth Financials business get most of the attention, the company’s acquisition a year ago of planning hotshot Adaptive Insights appears to be the catalyst for Workday’s ongoing success. Workday did not break out the financial performance of its Adaptive Insights Planning business in its recent earnings call. But CEO
CEO Aneel Bhusri speaks at Workday Rising 2018

Workday CEO: Oracle and SAP Can’t Match Us in Fortune 100

September 4, 2019
With half of the Fortune 100 having bought Workday HCM and 35 of those 50 customers in production, Workday CEO Aneel Bhusri said last week that Oracle and SAP just can’t cut it in competition for the world’s largest corporations. These highly successful incursions into some of the world’s largest and most-influential corporations are enormously