Image of a financial growth line pointing up, representing the SAP ERP dominance over Oracle

Mocked by Oracle, SAP Cloud ERP Revenue Jumps 46%; Backlog Up 60%

October 14, 2021
Amid resurgent growth for its overall cloud business, SAP’s S/4HANA revenue jumped 46% in Q3 and backlog soared 60% for the cloud ERP suite that archrival Oracle has trashed repeatedly. On my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6 as the longtime opponents battle for leadership in the booming
Table showing the 10 largest industry cloud vendors, Salesforce as #1 and Oracle and SAP behind

How Oracle and SAP Could Put a Big Hurt on Salesforce

October 11, 2021
While everything is possible and while Oracle and SAP could theoretically topple Salesforce as CRM kingpin, where Oracle and SAP could really put a hurt on Salesforce’s latest booster rocket is in the booming industry-cloud market. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, SAP is #5 and Oracle is #6. But
Cover image for Cloud Wars Live podcast with guest Rob Enslin

Google Cloud’s Rob Enslin: Touching Billions of People

September 28, 2021
After a stellar 27-year career at SAP culminating in being head of global field operations and then president of SAP's cloud business, Rob Enslin joined Google Cloud about 2-1/2 years ago as president and head of sales. Enslin's arrival came just a few months after Thomas Kurian joined Google Cloud as CEO, and Kurian's hiring
ServiceNow CEO Bill McDermott sits in a chair onstage

ServiceNow CEO Bill McDermott Playing Dangerous Game w/ SAP, Oracle

August 16, 2021
Looking to sharply differentiate his cloud-native company from Oracle and SAP, ServiceNow CEO Bill McDermott is categorizing those traditional vendors as little more than sunk costs that ServiceNow can salvage, while ServiceNow itself is an investment in the future. On my weekly Cloud Wars Top 10 rankings, Service Now is #7, SAP is #5, and
Cover image for Cloud Wars Live with SAP's Jan Gilg

SAP S/4HANA Product Chief Jan Gilg

August 11, 2021
As President of SAP S/4HANA, Jan Gilg oversees development of SAP's flagship ERP product, digital supply chain, and industry solutions. In this conversation, Jan discusses how the shift to a digital economy is driving unprecedented changes in how businesses operate, and the new types of software solutions businesses require to thrive in such an environment.
SAP CEO Christian Klein speaks in a video presentation about Q2 numbers, Oracle and more

SAP Slaps Back at Larry Ellison: ‘Hundreds’ of Q2 Wins Over Oracle

August 9, 2021
If it’s true that the biggest winners in the Cloud Wars are the customers who benefit from all that savage competition, then businesses evaluating SAP and Oracle are grabbing the gold as SAP claims to have whipped its longtime rival for hundreds of Q2 competitive wins. On my weekly Cloud Wars Top 10 rankings, SAP
Satya Nadella speaks about Microsoft competitors Oracle and SAP

Microsoft CEO Nadella Puts Bullseye on SAP, Oracle and Salesforce

August 2, 2021
While CEO Satya Nadella has frequently touted the surging growth of Microsoft’s Dynamics 365 suite of enterprise apps, his zeal for Dynamics 365’s growth potential hit new heights in last week’s Q4 earnings call and is an unmistakable shot across the bows of SAP, Oracle and Salesforce. On my Cloud Wars Top 10 rankings, Microsoft
SAP exec speaks onstage about ERP and competition with Oracle

SAP Loses Ground to Oracle in Cloud ERP Despite S/4HANA Cloud Up 39%

July 23, 2021
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, Oracle’s competing product grew even faster at 46% for the quarter ended May 31. While the revenue figures involved here are currently not that large relative to some of the whopping numbers generated in more-mature categories for the Cloud Wars
SAP Chief Partners Officer Karl Fahrbach talks cloud IP

The New SAP: Cloud Partners’ Top Priority Becomes IP

July 14, 2021
While SAP’s recent technology and product advances have drawn major headlines, parallel innovations within its partner ecosystem have also become force-multipliers for much-needed expansions of cloud-based IP solutions. On my weekly Cloud Wars Top 10 rankings, SAP is #5, and it holds the same spot on my Industry Cloud Top 10.  In a recent Teams
Headshot of Adaire Fox-Martin, now EMEA president at Google Cloud

Google Cloud Owes Huge Debt to SAP and Oracle

July 7, 2021
Since Google Cloud is among the prototypical “cloud native” companies on the planet, it’s surely a sign of how crazy the Cloud Wars have become that the company’s headed by a 22-year veteran of “legacy” vendor Oracle, CEO Thomas Kurian, and a 27-year-veteran of “legacy” vendor SAP, president of global sales Rob Enslin. And that