Amazon Oracle logos side by side to represent the database wars between the two

Database Wars: Oracle Attacks Amazon with High-Speed Upgrade

September 16, 2021
Claiming “stupendous” customer reaction for Oracle’s new version of the MySQL open-source database, Larry Ellison said his company’s new MySQL cloud service is 100X faster than Amazon Aurora and 10X faster than Amazon RedShift. On my weekly Cloud Wars Top 10 rankings, Oracle is #6 and Amazon is #2. What I found fascinating about Ellison’s
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DataStax Chief Product Officer Ed Anuff

DataStax Adds Multi-Region Flexibility to Its Serverless Cloud Database

September 15, 2021
Apache Cassandra has emerged over the past 10 years as one of the world’s leading open source databases, used across industries for everything from IoT data management to personalization to e-commerce and other retail applications. With its roots in work at Amazon, Facebook and Google, Cassandra is extremely capable of managing data at scale, but
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Oracle founder Larry Ellison talks about the company's Q1 earnings

Dear Larry Ellison: Kudos on $10B Cloud Pace, but Can You Answer 3 Questions?

September 14, 2021
Savoring his role as David to the cloud’s 3 Goliaths, Larry Ellison proclaimed yesterday that his Oracle Cloud has reached a $10-billion annualized run rate and is committed to overtaking competitors whose cloud businesses are 8X bigger than Oracle’s (Microsoft), 6X bigger (Amazon), and 2X bigger (Google). On my weekly Cloud Wars Top 10 rankings,
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Alysa Taylor of Microsoft talks the collapse of the front vs. back office business model

Microsoft Crushes Antiquated Business Model: Bravo!

September 13, 2021
Busting a move that every enterprise-tech company should follow, Microsoft has pounded a stake into the antiquated and harmful notion that businesses today still have “front offices” and “back offices” that operate in disconnected silos. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, followed by #2 Amazon and #3 Google
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Cloud rankings by Lydia Leong of Gartner

Larry Ellison Strikes Back: Oracle Leapfrogs Google in Major Cloud Ranking

September 10, 2021
Oracle’s remarkable emergence as a major cloud-infrastructure provider accelerated this week as its Oracle Cloud Infrastructure leapfrogged Google Cloud Platform on an influential scorecard published by Gartner’s Lydia Leong. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3 and Oracle is #6. I came across a copy of Leong’s Cloud Integrated IaaS
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ServiceNow CEO Bill McDermott

Market Cap Madness: ServiceNow Roars by IBM, $134 Billion to $125B

September 7, 2021
In the latest installment of Market Cap Madness, high-flying ServiceNow with its $6-billion run rate is now valued more highly than iconic IBM and its $75 billion in annual revenue. On my weekly Cloud Wars Top 10 rankings, ServiceNow is #7 and IBM is #9. As I’ve mentioned before, my use of the term “Market
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Workday CEO Aneel Bhusri talks CVS Health on the Mad Money show

Workday Wins Huge HCM Deal from Oracle at CVS Health

September 2, 2021
In the wickedly competitive cloud HCM market, Workday has been chosen to replace a large on-premises HCM system from Oracle or PeopleSoft, Workday co-CEO Aneel Bhusri said. Speaking on Jim Cramer’s Mad Money show late last week after Q2 earnings were out, Bhusri said CVS was “on a legacy system—I don’t know if it was
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Salesforce CEO Marc Benioff talks industry cloud revenue

Salesforce Industry Cloud Revenue Soars 58% to $790 Million

September 1, 2021
With fiscal-Q2 industry-cloud revenue up 58% to almost $800 million, Salesforce’s vertical-market solutions now account for 12.44% of Salesforce’s total revenue, underscoring their emergence as a mainstream part of the business. On my Industry Cloud Top 10 rankings, Salesforce has been #1 since I established the rankings 6 months ago. On that list, Google Cloud
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Amy Weaver, Salesforce CFO, recently spoke about the Slack acquisition deal

10 Reasons Why Salesforce Buying Slack Is the Deal of the Decade

August 30, 2021
Based on the rapturous commentary from multiple Salesforce executives about Slack, I get the feeling that Marc Benioff would have been willing to pay $40 billion rather than “just” $27 billion for what he and his team are portraying as a generational chance to reset the trajectory of the enterprise software industry. On my weekly
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