Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
Table showing the Industry Cloud Top 10 rankings for April 28, 2021

The Industry Cloud Top 10: #1 Salesforce, #2 Google, #3 Oracle, #4 SAP

April 28, 2021
As industry-specific solutions have unquestionably become the cloud’s Next Big Thing, we here at Cloud Wars are delighted to introduce our new weekly rankings of the leading providers in that dynamic space: the Industry Cloud Top 10. This new Industry Cloud Top 10 list, plus our new biweekly news and analysis report called the Industry
Salesforce tower seen from below

Can Salesforce Fight Off Google, Microsoft, SAP for #1 in Industry Clouds?

April 14, 2021
Can Salesforce win the frantic race among the Cloud Wars Top 10 to become the leader in the booming market for industry-specific cloud solutions? With every Top 10 company—and particularly Google, Microsoft and SAP—declaring that industry-specific solutions are an absolute top priority, Salesforce will need to stay lean and hungry to retain its current hold
Team members from Infor, which provides vertical apps, stand onstage

Infor Leapfrogs Microsoft, Oracle, SAP: $1 Billion in Vertical Apps

April 8, 2021
With an industry-cloud run rate of $1 billion, low-key and privately held Infor appears to have leapfrogged industry giants Microsoft, Oracle, and SAP in the red-hot market for industry-specific cloud solutions. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, SAP is #5, and Oracle is #6. Infor has not made the Cloud
graphic representing Salesforce Industry Clouds

10 Reasons Salesforce Expects to Rule Booming Industry-Cloud Market

April 5, 2021
Already the world’s largest provider of cloud applications for the enterprise, Salesforce is racing to claim the #1 spot in the booming market for industry-specific cloud solutions. In my weekly Cloud Wars Top 10 rankings, Salesforce is #4, behind #1 Microsoft, #2 Amazon, and #3 Google. And later this month, when I launch my new
Cover image for Industry Clouds Boom podcast from Cloud Wars Live

Salesforce EVP Jujhar Singh: Industry Clouds Booming!

March 25, 2021
On this episode of the Cloud Wars Live podcast, I speak with Salesforce EVP Jujhar Singh, who heads up Salesforce's Industry Clouds business. We discuss why so many businesses are eager to acquire and deploy these industry-specific applications and what new types of value the apps are delivering. Will also talk about how Industry Clouds
Salesforce EVP Jujhar Singh

Has Salesforce Beaten Microsoft, Oracle & SAP to #1 in Industry Clouds?

March 23, 2021
As the world’s top software companies race to build full portfolios of cloud-based industry-specific solutions, Salesforce has probably grabbed the #1 spot from rivals Microsoft, SAP and Oracle with its annualized revenue run-rate of $2 billion. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, Microsoft is #1, SAP is #5 and Oracle
Salesforce CEO Marc Benioff, who recently lashed out at Microsoft on Twitter

As Marc Benioff Torches Microsoft, the Cloud’s Unique Value Is Revealed

March 22, 2021
Proving that even top performers are still far from perfect, Microsoft has rolled out a new set of vaccine-management solutions after its first iteration failed miserably and triggered a very public beatdown from Salesforce CEO Marc Benioff. Microsoft has held the #1 spot on my weekly Cloud Wars Top 10 rankings for more than 2
Salesforce CEO Marc Benioff

Memo to Marc Benioff: 3 Questions for You from Q4 Earnings Call

March 2, 2021
Dear Marc: While Salesforce recently reported very solid Q4 and terrific full-year results, I’m a bit puzzled by 3 comments you made regarding data centers, the world’s largest software companies and Salesforce’s new strategic position. (On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 after a long run in the #3 spot, which
Salesforce CEO Marc Benioff

Salesforce Q4 Earnings: Can Marc Benioff Reverse Sharp Slide in Growth Rate?

February 12, 2021
As Salesforce battles intensifying competition on one side and the Law of Big Numbers on the other, can Marc Benioff push his company’s growth rate back above 20% when fiscal-Q4 earnings come out on February 25? On my weekly Cloud Wars Top 10 rankings, Salesforce was the longtime holder of the #3 spot but earlier