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
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Snowflake IPO Made Salesforce and Warren Buffett Bullish

Snowflake: IPO That Made Salesforce and Warren Buffett Bullish

September 12, 2020
(Editor’s note: This article by Jiri Kram was originally published on LinkedIn on Sept. 10. Jiri has published several articles here at Cloud Wars over the past six months, and as with all of his other insightful and compelling pieces, this article reflects Jiri’s informed views and does not necessarily reflect the views of Cloud Wars. In
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Snowflake CEO Frank Slootman predicted the power of the cloud, now Snowflake receives $500 million in investments

Snowflake CEO: Cloud Is ‘Biggest Thing Ever in the World of Computing’

September 9, 2020
With Salesforce and Warren Buffet yesterday investing about $500 million in cloud-storage superstar Snowflake, bear in mind that 7 months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the computer industry has ever seen. Bolstered by the infusion from Salesforce--#3 on the Cloud Wars Top 10 and arguably the
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Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020
A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its
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Salesforce company logo on a physical sign

Can Salesforce Become the Next Trillion-Dollar Company?

September 5, 2020
(Editor’s note: This article by Jiri Kram was originally published on LinkedIn on Aug. 30. Jiri has published several articles here at Cloud Wars over the past six months, and as with all of his other insightful and compelling pieces, this article reflects Jiri’s informed views and does not necessarily reflect the views of Cloud
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Workday Revives co-CEO Model with Aneel Bhusri and Chano Fernandez

What Did Oracle, Salesforce and SAP All Scrap But Workday Just Revived?

September 4, 2020
The co-CEO model might be dead and gone at fellow cloud powerhouses Oracle, Salesforce and SAP, but Workday last week revived the unconventional management structure to allow co-founder and now-co-CEO Aneel Bhusri more time to focus on products and strategy. Bhusri’s new partner in leading Workday into the challenging future is Chano Fernandez, who prior
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