Larry Ellison claims Oracle can rise to the top of the IaaS Market

Larry Ellison’s 10-Point Plan for Oracle to Beat Amazon, Microsoft, Google

September 21, 2020
Amazon’s IaaS revenue is probably about 30x bigger than Oracle’s, Microsoft’s IaaS revenue is probably 15x bigger than Oracle’s, and Google’s IaaS revenue is probably 2x bigger than Oracle’s.  So with Oracle holding such miniscule cloud-infrastructure market share compared to each of the three heavyweights, why are we hearing all this commotion about Oracle becoming
Larry Ellison Reorients Oracle Cloud Strategy

The Audacious Larry Ellison Flips Oracle Cloud Strategy Upside-Down

September 14, 2020
Three years ago, if you said infrastructure would be the primary driver in Oracle’s cloud business, you would have been laughed out of town. (On my Cloud Wars Top 10 rankings, Oracle is #6.) Two years ago, if you had said that Larry Ellison would soon be using world-leading infrastructure technology to snatch huge cloud
Oracle, Microsoft, and IBM battle in the hybrid cloud market

As Salesforce Blows By SAP and Oracle, Cloud Wars Top 10 Market Cap Hits $5.66 Trillion

August 28, 2020
Earlier this week on the morning after Salesforce posted its stunning Q2 results, I wrote that in spite of the 12% after-hours surge in Salesforce’s share price, SAP was still the market cap king over Salesforce and Oracle. But in the full day of trading following Salesforce’s release of its superb quarterly results—revenue up 29%
Slide from Salesforce Q2 earnings presentation showing dominance in CRM

Salesforce Beats SAP, Oracle, Microsoft, Adobe—Combined!—in 2019 CRM Share

August 26, 2020
As Salesforce’s blowout Q2 sent its share price to record heights and pushed future guidance higher, the company’s ongoing and thorough domination of the CRM field—against some very worthy competitors—continues to define Marc Benioff’s company. In the earnings presentation released yesterday afternoon with its blockbuster results, Salesforce included a 2019 CRM revenue market-share chart from
SAP CEO Christian Klein's company has a higher market-cap value than Oracle and Salesforce

Why SAP Is Beating Salesforce and Oracle in the Market-Cap Wars

August 25, 2020
Which cloud powerhouse does the public value most highly: Salesforce, with annualized revenue of about $19 billion; SAP, with annualized revenue of about $32 billion; or Oracle, with annualized revenue of about $40 billion? Market capitalizations can be fleeting things—Apple’s is currently at $2.1 trillion—but in spite of occasional flightiness, they provide a fully objective,
Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like

What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

August 10, 2020
As Salesforce, ServiceNow and IBM have all recently fervently embraced the red-hot “platform company” position in the cloud market, Larry Ellison and Oracle have all but banished “platform” from their public presentations. So what the heck is going on here? My overriding reaction is that it’s great to see the industry moving beyond the early-days
AWS CEO Andy Jassy onstage, talking Amazon and growth

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

August 4, 2020
Oh, to have the problems Jeff Bezos has. You have to feel pretty good if you’ve got a business running at a $43-billion annualized rate and it’s getting knocked for growing “only” 29%. Such is the case with Amazon’s AWS cloud-computing unit, which for the past few years has been not only the fastest-growing business