Oracle founder Larry Ellison says that his company will best SAP in ERP

Oracle Will Dethrone SAP as World’s #1 ERP Vendor, Vows Larry Ellison

September 13, 2019
Noting that he’s “almost afraid to mention” that Oracle’s cloud ERP market share is about 95%, Oracle founder Larry Ellison said his booming cloud business is starting to peel away huge SAP customers and will eventually unseat SAP as the world’s #1 ERP provider. What we have here is a classic bit of gamesmanship between
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
Salesforce and SAP compete for customer-experience leadership

Salesforce vs. SAP: Who Will Lead the Customer-Experience Revolution?

August 26, 2019
While every Salesforce earnings call is a superlative-loaded celebration of unbridled enthusiasm and buoyant celebration for cofounder and co-CEO Marc Benioff, the one last week announcing the company’s first $4-billion quarter approached messianic rapture. “We’re at the beginning of an enormous wave of digital transformation... And Salesforce is at the center of this massive shift
My thoughts on SAP Q2 revenue miss, and how Bill McDermott will get them back on track.

Relax, SAP Skeptics: China Will Be Fine, and Cloud and XM Are Booming

July 22, 2019
While quarterly revenue misses should be taken very seriously, SAP’s Q2 stumble last week was a short-term aberration. I’m betting Bill McDermott and company will get back on the high-growth track when Q3 numbers come out in October. Clearly, the uneasy trade climate in China was a significant factor in last quarter’s miss. But McDermott
Zuellig Pharma CIO Maikel Kuijpers speaks about digital transformation, Microsoft, and SAP

Microsoft-SAP Juggernaut: Huge Pharma Moving All SAP Workloads to Azure

July 15, 2019
The SAP-Microsoft alliance continues to pile up big wins as a large 100-year-old pharmaceuticals company is moving all SAP workloads to Azure by 2022. One of Asia’s largest healthcare groups, Zuellig Pharma, is undergoing an end-to-end digital transformation that included upgrading its SAP systems to SAP HANA in-memory data management.  In planning for that upgrade,
Microsoft is besting Amazon in cloud thanks in part to partnership deals

Why Microsoft’s Beating Amazon: Cloud Deals with SAP, Oracle and ServiceNow

July 11, 2019
Microsoft is pulling away from Amazon on a new front in the Cloud Wars. The #1 cloud vendor in the world is doing so by forging strategic customer-centric alliances with other top cloud providers, notably SAP and Oracle and also earlier this week with high-flying ServiceNow. To be sure, Amazon has long been a preferred

Arms Race in the Cloud: Google, IBM, Salesforce, SAP Lock In on Data

June 27, 2019
Top cloud vendors are buying, building and partnering their way into the booming business for data analytics, data management and data visualization as business customers demand easy-to-use and modern data solutions that support multi-cloud and hybrid-cloud environments. For those business customers, the rapidly escalating demands of the digital age require enhanced abilities to manage, analyze,
On Oracle's Q4 earnings call, CEO Mark Hurd called Workday "not competitive"

Oracle Hot Takes: Workday “Not Competitive,” SAP a Time Bomb, Microsoft Valued Partner

June 24, 2019
While Oracle was sharing some blowout Q4 results with the investment community last week, it leveraged the occasion to throw some trashy comments at competitors SAP and Workday while nuzzling up to new cloud partner Microsoft. Oracle’s competitive swipes typically contain more bluster than truth, and I was surprised for two reasons to hear company

Salesforce 2018 CRM Market Share Topped SAP, Oracle and Adobe—Combined!

June 19, 2019
In the world’s largest and fastest-growing enterprise-applications category, Salesforce racked up CRM market share of 19.5% in 2018. The combined share for SAP, Oracle and Adobe was 18.9%, Gartner said earlier this week. Pegging the market’s total size for 2018 at $48.2 billion, Gartner said the CRM sector grew 15.6% for the year and remains
SAP CTO Juergen Mueller and COO Christian Klein spoke with Cloud Wars Live

SAP in the Cloud: CTO Juergen Mueller and COO Christian Klein Lay Out Strategy

June 4, 2019
With Q1 cloud-revenue growth of 41%, SAP says it’s fully on track to be generating half of its total revenue from the cloud by 2023. To gain some deeper understanding of SAP’s cloud strategy as part of our Cloud Wars Top 10 Executive Insights series, I spoke with SAP CTO Juergen Mueller and COO Christian