Category: Latest Articles

Satya Nadella speaks about Microsoft competitors Oracle and SAP

Microsoft CEO Nadella Puts Bullseye on SAP, Oracle and Salesforce

August 2, 2021
While CEO Satya Nadella has frequently touted the surging growth of Microsoft’s Dynamics 365 suite of enterprise apps, his zeal for Dynamics 365’s growth potential hit new heights in last week’s Q4 earnings call and is an unmistakable shot across the bows of SAP, Oracle and Salesforce. On my Cloud Wars Top 10 rankings, Microsoft
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Thomas Kurian, Google Cloud CEO

Google Becomes World’s Hottest Cloud Vendor with Q2 Blowout

July 29, 2021
Delivering an astonishing Q2, Google Cloud spiked its revenue by 54% and slashed its losses by 59% to make a powerful case that it is the world’s hottest vendor in the greatest growth market the world has ever seen. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3. But given this performance,
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Cover image for Cloud Wars Perspectives: Seidor MENA sponsored article

How Seidor MENA Challenges Customers to Innovate, Grow, and Thrive

July 29, 2021
In the technology-hungry Middle East, strategic IT solutions partner Seidor MENA has learned that while being an advisor to clients is important, being willing to also  push them is absolutely essential. “For our customers, we certainly play an advisory role but we also find we need to play a challenging role,” said Seidor MENA managing
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SAP exec speaks onstage about ERP and competition with Oracle

SAP Loses Ground to Oracle in Cloud ERP Despite S/4HANA Cloud Up 39%

July 23, 2021
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, Oracle’s competing product grew even faster at 46% for the quarter ended May 31. While the revenue figures involved here are currently not that large relative to some of the whopping numbers generated in more-mature categories for the Cloud Wars
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IBM conference signs show industry-specific cloud offerings

IBM Jumps Salesforce to Join Microsoft, Amazon in Cloud Revenue Top 3

July 20, 2021
With solid if unspectacular Q2 cloud revenue up 13% to $7 billion, IBM has pushed past Salesforce to join Microsoft and Amazon as the world’s top 3 cloud-revenue generators. While that’s an impressive achievement by IBM, on my weekly Cloud Wars Top 10 rankings the company continues to hold the #9 spot, primarily due to
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Google Cloud CEO Thomas Kurian talks hypergrowth and more

Google Cloud Surges Toward Profitability, Propelled by Hypergrowth

July 19, 2021
While Google Cloud did indeed lose $5.61 billion in calendar 2020, the high-flying cloud provider is rapidly narrowing its losses and stands an excellent chance of becoming profitable by this time next year. Driven by revenue hypergrowth averaging 46.4% over the past 5 quarters, Google Cloud is #3 on my weekly Cloud Wars Top 10
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Bernd Leukert of Deutsche Bank talks deal with Google Cloud

How Google Cloud Is Deutsche Bank’s Innovation Engine: 15 Examples

July 15, 2021
On its way to becoming a cloud-based financial-services company that can move at the speed of the digital economy, Deutsche Bank recently disclosed a slew of innovations and goals it has already engineered as part of its 10-year transformational deal with Google Cloud. On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3
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SAP Chief Partners Officer Karl Fahrbach talks cloud IP

The New SAP: Cloud Partners’ Top Priority Becomes IP

July 14, 2021
While SAP’s recent technology and product advances have drawn major headlines, parallel innovations within its partner ecosystem have also become force-multipliers for much-needed expansions of cloud-based IP solutions. On my weekly Cloud Wars Top 10 rankings, SAP is #5, and it holds the same spot on my Industry Cloud Top 10.  In a recent Teams
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Photos of Salesforce CEO Marc Benioff and Oracle Chairman Larry Ellison

Market-Cap Madness: Oracle Leapfrogs Salesforce on Cloud Surge

July 13, 2021
Just 10 months after the market was stating that Salesforce was 40% more valuable than Oracle, Larry Ellison and his revitalized cloud business have pushed Oracle’s market cap almost 10% higher than Salesforce’s.  On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and Oracle is #6. I’d also like to point out that
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