#5 Oracle Jumps Ahead of #6 IBM in Cloud Wars Top 10 Rankings

June 25, 2019
Sparked by impressive quarterly results showing strong customer demand for its Autonomous Database, Oracle has jumped ahead of IBM in the Cloud Wars Top 10 rankings, moving from #6 to #5. In a more subtle but deeply significant factor, Oracle’s rise in the rankings is also tied to its recent stunning agreement with Microsoft. Their
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How Oracle Is Becoming a Cloud Powerhouse: Larry Ellison’s All-In Bet on Autonomous Database

June 21, 2019
When Oracle’s stock hit an all-time high Wednesday, a major driver behind the company’s impressive fiscal fourth-quarter results and subsequent share-price surge was its revolutionary “self-driving” Autonomous Database. And along with that revelation come some essential questions: Why is this product, which has a decidedly unusual name and as of right now exactly zero competitors,
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New insights about Autonomous Database from Larry Ellison on the Oracle Q4 earnings call

Oracle’s Blowout Q4: Autonomous Database Looks Like a Huge Success

June 20, 2019
After a year of relentless hype about its Autonomous Database, Oracle yesterday said booming demand for the self-driving database was a huge factor behind the company’s blowout numbers for the final quarter of its fiscal year. In just the 3 months ending May 31, Oracle customers and prospects ran 5,000 trials of the Autonomous Database,
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Salesforce 2018 CRM Market Share Topped SAP, Oracle and Adobe—Combined!

June 19, 2019
In the world’s largest and fastest-growing enterprise-applications category, Salesforce racked up CRM market share of 19.5% in 2018. The combined share for SAP, Oracle and Adobe was 18.9%, Gartner said earlier this week. Pegging the market’s total size for 2018 at $48.2 billion, Gartner said the CRM sector grew 15.6% for the year and remains
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IBM global sales executive Martin Schroeter spoke about cloud at a recent global technology conference

IBM Sales Leader: “Every Discussion Is About Cloud”

June 18, 2019
Expressing optimism about the future prospects for IBM’s $19.5-billion cloud business, top global sales executive Martin Schroeter said at a recent investors conference that “every [customer] discussion is about cloud” and “everyone is thinking about it.” And while those customers are aggressively exploring various ways to weave cloud technologies more deeply into their businesses, said
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Cloud Wars Q2 Revenue Predictions

World’s Top Cloud Vendors Will Crush $35 Billion in Q2

June 17, 2019
Continuing to fuel the dynamic transformation of the global economy, the Cloud Wars Top 10 vendors will post cloud revenue totaling $36 billion in Q2. I’m projecting Microsoft will post the lion’s share of that with about $10 billion in cloud revenue for the three months ending June 30. Still, most of the Cloud Wars
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How Microsoft is influencing the SaaS revolution

Microsoft Is Helping Turn the SaaS Market Upside-Down

June 14, 2019
While Microsoft’s not one of the leading enterprise-applications vendors, its massive influence as the world’s #1 cloud-computing provider is making it a major player in the quiet but unmistakable revolution in the SaaS business. I’ve written about this upheaval in a number of places recently, including in this week's Cloud Wars Newsletter, titled “The SaaS
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Leighanne Levensaler spoke with Cloud Wars Live about Workday and the digital-transformation boom

Inside Workday: Digital-Transformation Boom Triggers New Opportunities

June 13, 2019
Quietly but intensely amassing a $47-billion market cap on the strength of 2,700 customers, Workday’s very likely to post its first $1-billion quarter later this year. In spite of its rapidly expanding revenue, customer count and product portfolio, Workday has remained deeply committed to core principles that have been indispensable parts of that success since
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Why Google Cloud and Salesforce Are Pumping $18 Billion into Analytics and BI

June 11, 2019
Spending aggressively to enable data-driven customer success, Google Cloud and Salesforce are investing $18 billion through acquisitions to help their business customers deliver better experiences to their consumers by making those businesses smarter about how they use and leverage data. In another clear indicator that the business world is digitalizing rapidly and comprehensively, the bookend
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