Google Cloud and SAP logos, highlighting their partnership

Hey Microsoft: Google Cloud Is Pushing You Out as SAP’s #1 Cloud Partner

July 1, 2020
While promiscuity is a given among top SaaS vendors and the big hyperscalers, it looks to me like Google Cloud has cut in aggressively on Microsoft as the infrastructure heartthrob SAP likes best. First of all, SAP CEO Christian Klein recently stated quite assertively that while it’s all nice and wonderful that the big hyperscalers—Amazon,
IBM and SAP logos matched up to represent their partnership

SAP and IBM Team Up to Help Customers Avoid Extinction

June 26, 2020
As the pace of change continues to soar and the timetable to transformation shrinks, SAP and IBM are rolling out a broad array of data-driven services to help customers innovate and thrive rather than stagnate and go away. Building on a partnership launched half a century ago, IBM and SAP are calling this new initiative
Larry Ellison and Christian Klein, who have been fighting over Oracle stealing SAP customers

Oracle and Larry Ellison Go Silent on Snatching Huge SAP Customers

June 24, 2020
Six months ago, Larry Ellison publicly promised that in March, some of SAP’s largest ERP customers would rip and replace those mission-critical systems and replace them with Oracle Cloud ERP. In March, Ellison once again declared very publicly that loads of SAP’s biggest customers were in the final stages of replacing SAP’s on-premises ERP systems
Ahead of its Q4 earnings call, the Oracle logo appears on a large conference center window

Oracle Q4 Earnings: Larry Ellison Will Focus on 5 Things (Including SAP)

June 10, 2020
When Oracle’s Q4 earnings come out on June 16, Larry Ellison will be sure to focus on his two bet-the-company cloud products, his efforts to shake up cloud definitions and his looming promise to snatch some big SAP customers. Oracle’s fiscal Q4, ended May 31, is always Oracle’s largest. It also often reveals some developing
SAP CEO Christian Klein, who recent predicted growing tension with Microsoft and Google in cloud

SAP Will Battle Microsoft & Google for Customer Control, Says CEO Christian Klein

May 12, 2020
In a recent interview with’s Den Howlett, SAP CEO Christian Klein predicted increasing tension with hyperscalers Microsoft and Google as they move more deeply into applications and gain more control over customer transformations. The pivotal issue is the radically different technology stack in the cloud versus in traditional on-premises IT. In the old world,
Google Cloud is helping companies like Macy's with industry-specific apps

Google and SAP Fusing Cloud and AI in Next-Gen Apps for Industries

May 11, 2020
While SAP and Google Cloud currently enjoy an excellent relationship as strategic partners in the cloud, their shared desire to lead the emerging market for industry-specific solutions could cast them as competitors in the near future. Both companies have expressed strong intentions to create for their customers a new type of data-driven application powered by
Cover image for Cloud Wars Live: the Disney+ strategy

Disney+ vs. Netflix: 50M Subscribers Can’t be Wrong | Ammirati on Innovation

April 29, 2020
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 12 In this episode: Sean and I talk about business
SAP CEO Christian Klein takes questions from media

As SAP CEO Flies Solo, 10 Insights into Christian Klein and SAP’s Future

April 23, 2020
Thirty-nine-year-old Christian Klein is now CEO of SAP, one of the most strategic and influential software companies in the world, on his own. His comments during this week’s Q1 earnings call offered some powerful insights into his thinking. Klein’s in both a fabulous and a pretty darn tough spot. Fabulous because he’s running a proud
SAP co-CEOs Christian Klein and Jen Morgan, whose departure was announced this week

SAP, Oracle and Salesforce Agree on One Thing: co-CEO Model Is Dead

April 22, 2020
In the past 9 months, three of the world’s most powerful and successful software companies have all dropped the co-CEO model. And while each of those companies has offered a different reason for making that high-level change, I believe they all did it for exactly the same reason: it’s a bad idea and doesn’t really
Cover image for Cloud Wars Live: Peter Steube on COVID-19, cloud, CEOs and more

If Your Stomach’s Turning, You’re Not Alone | Steube on Spending

April 21, 2020
"Steube on Spending" episodes provide timely windows into enterprise-IT buying trends from a guy who's got the data to back it up. Peter Steube, managing director of Enterprise Technology Research (ETR), joins us to discuss what his company is learning from surveys of big-company CIOs and IT decision-makers around the world. Today, Peter shares insights