SAP President DJ Panoni

SAP Rejects Larry Ellison Claims of Customer Turmoil: ‘Demand Is Exploding’

March 17, 2021
Citing “exploding demand” for SAP cloud products and RISE program, North America president DJ Paoni brushed aside the intense criticism leveled recently by Oracle’s Larry Ellison and said customer momentum is stronger than at any point in his 25-year career.   (In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6.)
Oracle EVP Steve Miranda

How Oracle Won 100+ Cloud Deals from SAP: a Chat with Steve Miranda

March 16, 2021
While Larry Ellison last week reveled in revealing a stunning list of Oracle apps wins versus archrival SAP, there hasn’t been much discussion of how and why those businesses decided to move some or all of their applications to Oracle Fusion. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and SAP is
Oracle Chairman Larry Ellison during Oracle Cloud CX Virtual Summit

Larry Ellison Wants It All—Can Oracle Get It?

November 11, 2020
In what was billed as an introduction to Oracle’s new CX strategy, Larry Ellison instead revealed his desire to build a single “closed-loop system” of interconnected end-to-end SaaS apps handling every business process a modern business might have. (On my weekly Cloud Wars Top 10 rankings, #6 Oracle competes in enterprise apps with #3 Salesforce,
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
Cover image for Cloud Wars Live: SAS EVP Oliver Schabenberger

SAS and Microsoft: The Operating System for Digital Transformation | Cloud Wars Live

August 10, 2020
For this episode of Cloud Wars Live, I talked with Oliver Schabenberger, EVP, COO, and CTO at SAS Software.   The Big Themes: SAS and Microsoft have an important strategic partnership. Microsoft’s mission is to empower every person and every organization. SAS’ vision is to transform the world of data into a world of intelligence.
The logo for Microsoft Teams, which is growing by millions of users per day

WFH Revolution Making Microsoft Teams Global Phenomenon; Millions Added Daily

March 24, 2020
As the work-from-home and learn-from-home revolutions take hold across the globe in the wake of COVID-19, Microsoft Teams collaboration software could be growing more rapidly than any enterprise application in history. Let me state the perfectly obvious up front. A global pandemic is an incredibly unwelcome and unwanted trigger for such a phenomenon. No one
CEO Aneel Bhusri, who is turning up the heat vs. Oracle at Workday

Workday Vs. Oracle and SAP: Turning Up Heat in Red-Hot Financials Market

March 10, 2020
While Workday has long been synonymous with the HR market, its fast-growing Financials business and greatly enhanced product lineup have made it a very serious competitor for traditional heavyweights Oracle and SAP. For its fiscal started Feb. 1, Workday said it expects revenue for its Financials portfolio to grow in the “low 40’s percent” while
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