Workday CEO Aneel Bhusri

Workday Battles Oracle, SAP with AI and ML Plus Hot New Products

December 11, 2020
Walmart just went live with an advanced cloud HCM system connecting its 1.7 million employees across the globe in what might be the largest cloud HCM deployment ever. And the enterprise-software vendor serving those 1.7-million Walmart associates is Workday. You can see how and why that happened in our in-depth analysis of where Workday’s headed
ServiceNow CEO Bill McDermott

After ServiceNow Doubles Market Cap to $100 Billion, Where Does it Go in 2021?

December 10, 2020
I wonder if even Bill McDermott—the ultimate eternal optimist and overachiever—could have imagined the extraordinary year that ServiceNow had in 2020 and the high-potential digital-workflow foundation it’s built for 2021 and beyond. To gain some deep insight on where this red-hot company’s headed next year, please check out our comprehensive analysis of ServiceNow’s plans: ServiceNow
IBM CEO Arvind Krishna

Can IBM Soar in 2021? 10 Big Opportunities, 4 Very Tough Challenges

December 9, 2020
IBM’s cloud business is in a terrific position to have a breakout year in 2021, but that all depends on its willingness and ability to fully commit its full resources to the cloud rather than just repeating “Red Hat!” and hoping that does the trick. To get the full story, please check out our in-depth
Oracle Chairman Larry Ellison speaking

Larry Ellison Takes on Amazon in the Cloud: Crazy Dream or Long-Game Upset?

December 8, 2020
Please check out our in-depth analysis of Oracle and where it’s headed in the cloud in 2021. Our analysis is the latest installment in our 10-part Cloud Wars Top 10 Special Report: Which Cloud Vendors Will Thrive in 2021? We analyze Oracle from 5 different perspectives: Opportunities Challenges Differentiation Leadership Big Questions This is the
SAP CEO Christian Klein

SAP Rolls Out 3 High-Potential Weapons to Battle Oracle and Salesforce

December 7, 2020
Ready to turn its dreams of transcending traditional ERP into reality, SAP is ready to bring the full promise of the Intelligent Enterprise to life in 2021 with a range of new end-to-end solutions and capabilities precisely aligned with the emergence of the digital economy. Led by the rise of its rapidly expanding Industry Cloud
Google Cloud CEO Thomas Kurian

How Google’s Become World’s Fastest-Growing Cloud: the Thomas Kurian Effect

December 4, 2020
In early February, Google Cloud CEO Thomas Kurian delivered the quote of the year: “Today, where people want cloud to be is not about [infrastructure and packaged apps]. It’s really about, ‘Can you give me new capabilities that I could not get before?’ ” (On my weekly Cloud Wars Top 10 rankings, Google Cloud is
CEO Andy Jassy gave the keynote speech at AWS re:Invent

6 Takeaways from CEO Andy Jassy’s AWS re:Invent Keynote

December 3, 2020
(By John Foley—background info below) In the opening keynote to the AWS re:invent conference, CEO Andy Jassy said the expansion of digital capabilities by many companies in response to COVID-19 likely “accelerated cloud adoption by several years.”  Now, more organizations are shifting from their initial responses—providing tools for employees working from home and developing new
Salesforce CEO Marc Benioff

Can Slack Help Salesforce Battle Oracle and SAP on Road to $35 Billion?

December 2, 2020
Betting $28 billion that Slack will help Salesforce stay ahead of hard-charging Oracle and SAP, Marc Benioff is redefining his company as businesses seek out the best enterprise-software partners to help them forge their digital futures. (On my weekly Cloud Wars Top 10 rankings, Salesforce is #3, SAP is #5 and Oracle is #6.) While
Microsoft CEO Satya Nadella

Microsoft 2021: As Google and Oracle Attack, Can Satya Nadella Hold #1 Spot?

December 1, 2020
True or False: in 2021, Microsoft’s cloud business—not the whole company, just its commercial-cloud business—will do about $70 billion in revenue, making it bigger than all but about 50 global corporations. If you answered False, you really need to read our in-depth analysis of Microsoft that just went live this morning to kick off our