Category: Latest Articles

Oracle logo on a sign, as the company pursues a new cloud category

Has Oracle Climbed to #3 in Booming New Cloud Category?

April 21, 2021
As every leading cloud provider surges into industry-specific cloud solutions, Oracle is emerging as a possible Top 3 player by revealing it has 100,000 industry-cloud customers and 16 million users across 120 countries. On my weekly Cloud Wars Top 10 rankings, Oracle is the #6 player. But on my new Industry Cloud Top 10 rankings
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SAP Industries lead Peter Maier talks industry networks

SAP Raises Stakes on Salesforce, Google, Oracle with Huge Bet on Industry Networks

April 19, 2021
Ten months after launching its Industry Cloud, SAP has dramatically ratcheted up its vertical-market vision by launching an “industry network” that will create open “data ecosystems” targeted at all stakeholders along the industry value chain. The move comes as Salesforce is expected to disclose its own industry-wide approach, and it’s highly likely that Google Cloud,
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Logos for the cloud database leaders Snowflake, SAP, AWS, and Google Cloud

Cloud Vendors Confront ‘Highest Risk’ Projects: Database Migration

April 16, 2021
As more businesses move their on-premises databases to the cloud, many face a challenge that may take months or even years to work through. How do they move terabytes, petabytes, and even exabytes of data to the cloud? The issue is one that database administrators and IT pros have long grappled with, but it’s gaining
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Salesforce tower seen from below

Can Salesforce Fight Off Google, Microsoft, SAP for #1 in Industry Clouds?

April 14, 2021
Can Salesforce win the frantic race among the Cloud Wars Top 10 to become the leader in the booming market for industry-specific cloud solutions? With every Top 10 company—and particularly Google, Microsoft and SAP—declaring that industry-specific solutions are an absolute top priority, Salesforce will need to stay lean and hungry to retain its current hold
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Snowflake banner on a building on Wall Street, celebrating its hypergrowth

Snowflake Bets Continued Hypergrowth on Explosive Trend in Cloud

April 9, 2021
Snowflake is intensifying the vertical-industry focus that has been a major part of its early success and that will continue to enhance the relatively small company’s credibility and appeal among large enterprises, says CEO Frank Slootman. Earlier this week, Snowflake hammered its way into my weekly Cloud Wars Top 10 rankings, displacing Adobe in the
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Team members from Infor, which provides vertical apps, stand onstage

Infor Leapfrogs Microsoft, Oracle, SAP: $1 Billion in Vertical Apps

April 8, 2021
With an industry-cloud run rate of $1 billion, low-key and privately held Infor appears to have leapfrogged industry giants Microsoft, Oracle, and SAP in the red-hot market for industry-specific cloud solutions. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, SAP is #5, and Oracle is #6. Infor has not made the Cloud
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Cloud Wars Top 10 rankings for April 5, 2021

Snowflake Blasts into the Cloud Wars Top 10, Replacing #10 Adobe

April 7, 2021
Despite having annual revenue of well under $600 million, high-growth superstar Snowflake has forced its way into the Cloud Wars Top 10 by seizing the data-cloud position that all the major cloud players missed and are now eager to claim. Snowflake replaces #10 Adobe on my weekly Cloud Wars Top 10 rankings. While Adobe’s Digital
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Google Cloud CEO Thomas Kurian

Google Cloud CEO Thomas Kurian: “Where the Cloud Needs to Go”

April 6, 2021
Once more emphasizing that business customers want and expect new types of value from the cloud, Google Cloud CEO Thomas Kurian last week underscored his company’s commitment to the “digitization of industries.” On my Cloud Wars Top 10 weekly rankings, Google Cloud is #3 behind #1 Microsoft and #2 Amazon. Kurian, echoing a strategic priority
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