IBM conference signs show industry-specific cloud offerings

IBM Jumps Salesforce to Join Microsoft, Amazon in Cloud Revenue Top 3

July 20, 2021
With solid if unspectacular Q2 cloud revenue up 13% to $7 billion, IBM has pushed past Salesforce to join Microsoft and Amazon as the world’s top 3 cloud-revenue generators. While that’s an impressive achievement by IBM, on my weekly Cloud Wars Top 10 rankings the company continues to hold the #9 spot, primarily due to
Photos of Salesforce CEO Marc Benioff and Oracle Chairman Larry Ellison

Market-Cap Madness: Oracle Leapfrogs Salesforce on Cloud Surge

July 13, 2021
Just 10 months after the market was stating that Salesforce was 40% more valuable than Oracle, Larry Ellison and his revitalized cloud business have pushed Oracle’s market cap almost 10% higher than Salesforce’s.  On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and Oracle is #6. I’d also like to point out that
Broken heart photograph representing Google Cloud and Salesforce

Google Squeezed Out by Amazon & Microsoft in Battle for Salesforce Love

June 28, 2021
While the sizzling Salesforce-Amazon cloudmance drew plenty of attention last week, Salesforce is simultaneously being appropriately promiscuous with Microsoft Azure even as it appears to be turning a cold shoulder to Google Cloud. Boy oh boyzee, talk about an A-list soap-opera scenario! Here in one steamy menage a quatre, we’ve got the world’s four largest
Screenshot of Oracle EVP Mike Sicilia explaining industry cloud suites on video

Oracle Challenges SAP, Microsoft, Salesforce over Industry-Cloud Suites

June 25, 2021
As every major SaaS player surges into the red-hot market for industry clouds and industry-specific solutions, Oracle is cranking up the heat by offering complete suites of vertical-market applications. On my weekly Cloud Wars Top 10 rankings, Oracle is #6. But on my Industry Cloud Top 10, Oracle is #3—and this new achievement will likely

Microsoft CEO Satya Nadella Is World’s #1 CEO: 5 Reasons Why

June 21, 2021
While Satya Nadella will almost certainly do an outstanding job in his additional new role as chairman at Microsoft, I believe that high-fallutin’ new title will always be completely overshadowed by the extraordinary record Nadella has put together as CEO of Microsoft. When Nadella was named CEO of Microsoft on Feb. 4, 2014, Microsoft’s market
Google Cloud OCTO managing director Will Grannis

Meet Google Cloud’s Secret Weapon: OCTO

June 15, 2021
As Google Cloud has surged from the bottom of the Cloud Wars Top 10 rankings to near the top, a major reason has been the customer-first mentality and culture instilled by CEO Thomas Kurian since his arrival in 2019. And while Google Cloud has certainly made some dazzling technological advances during that time, its unique
Snowflake CEO Frank Slootman, who recently ripped the data architecture of Microsoft

Snowflake CEO Rips Microsoft, Amazon, Google for Outdated Architecture

June 7, 2021
Snowflake CEO Frank Slootman, feeling feisty after posting Q1 revenue growth of 110%, said a big chunk of that growth is coming from upgrading legacy data warehouses that Microsoft, Amazon and Google can’t handle because they’re “not sitting on good architecture.” This is truly a case of the little guy picking a fight with the
SAP and IBM logos side by side

As SAP Downgrades Microsoft Relationship, IBM Rushes In

June 4, 2021
With the SAP-Microsoft romance cooling way off as Microsoft has become a significant direct competitor to SAP, a newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, SAP is #5 and IBM is
Photo of Salesforce CEO Marc Benioff with a protective mask on

The Marc Benioff Show: Inside Salesforce’s Greatest Quarter Ever

June 2, 2021
Describing what he called the greatest quarter in Salesforce’s storied 22-year history, CEO Marc Benioff used his recent fiscal-Q1 earnings call to evangelize how the company’s top-to-bottom transformation has set it on a path to $50 billion in revenue within 4 years. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 behind #1
Marc Benioff, Salesforce CEO, outlined plans to overtake SAP

Salesforce Vs. SAP: Can Marc Benioff Overtake SAP as #1 in Enterprise Apps?

June 1, 2021
Pushing Salesforce to achieve things no other software company ever has, Salesforce CEO Marc Benioff has proclaimed his company’s got SAP in its sights and will soon overtake it as the world’s #1 provider of enterprise applications. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and SAP is #5. Benioff used the