Microsoft CEO Satya Nadella speaks in a YouTube video about industry cloud solutions

Microsoft Faces Off with Google, SAP, Oracle in Industry Cloud Blitz

February 26, 2021
In a huge expansion of its industry-cloud portfolio, Microsoft is preparing to compete directly against partners SAP and Oracle as well as rival Google in what could be the hottest cloud segment of 2021: industry-specific solutions. (In my weekly Cloud Wars Top 10 rankings, Microsoft is #1, Google Cloud is #3, SAP is #5, and
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Infographic offering a snapshot of Oracle WMS

AWS and Rackspace Lose 700 PostgreSQL Databases to Oracle Autonomous Database

February 25, 2021
A hypergrowth warehouse-management app owned by Oracle has moved 700 PostgreSQL databases from AWS and Rackspace servers and replaced them all with Oracle Autonomous Transaction Processing running on Oracle Cloud Infrastructure. The move from AWS and Rackspace to Oracle has enabled the warehouse-management business to perform at levels never before possible, allowed it to leverage
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Simple graphic with the words Cloud Database Report centered on a blue background

Who’s #1 Cloud Database: Oracle, AWS, Microsoft? Cockroach, Databricks, Mongo?

February 24, 2021
Cloud databases have become the hottest segment of the surging cloud-computing industry as businesses large and small look to move full-speed into the digital economy with new data-driven capabilities never before possible. In his superb new ongoing analysis of this market, the Cloud Database Report,  Cloud Wars contributing editor John Foley describes the enormous upheaval
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Designed graphic representing the Microsoft cloud

Microsoft Cloud Looks Unstoppable as RPO Blows Past $110 Billion

February 23, 2021
While Microsoft Q4 cloud revenue was surging 34% to $16.7 billion, the company was also laying the foundation for massive ongoing growth by reporting that its as-yet-unearned cloud revenue reached a total of $112 billion, up 24%. That enormous number fills a category that Microsoft calls “commercial remaining performance obligation” and has broadly defined as
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Logos for the cloud database leaders Snowflake, SAP, AWS, and Google Cloud

Surging Cloud Databases Will Blow Past Legacy Databases in Mega Platform Shift

February 22, 2021
The database market is in the throes of its biggest change of the last 50 years.  Cloud databases will soon overtake traditional on-premises databases—the ones long used for transactions and analytics in corporate data centers—as the preferred data-management platforms for many use cases.  The transition is happening so fast that Gartner, in a strategic planning
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Graphic showing the connection between Microsoft Cosmos cloud database and Microsoft Azure

Microsoft Again Puts Bullseye on Oracle; Cloud Database Wars Escalate

February 19, 2021
Microsoft is expecting major growth in its cloud-native Cosmos database as customers rip and replace their more-expensive and less-flexible “legacy” databases, a Microsoft executive said last week. And since Oracle is far and away the dominant supplier of on-premises databases, this projection from Microsoft is squarely aimed at Oracle, and marks the second time in
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Slide from Google Cloud Goldman Sachs presentation showing backlog growth

The Google Cloud Surge: 5 Slides from Thomas Kurian Tell the Story

February 18, 2021
Google Cloud CEO Thomas Kurian was a featured speaker at last week’s Goldman Sachs technology investors conference, and I’d like to share 5 slides from his presentation how it’s become the world’s fastest-growing major cloud company. (On my weekly Cloud Wars Top 10 rankings, Google Cloud is #3.) Kurian opened his 40-minute session with a
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Oracle chairman Larry Ellison

The Disruptive Larry Ellison: Shatters Tradition to Reflect New Cloud Realities

February 16, 2021
Recognizing that decades-old categories fail to reflect modern business realities, Oracle chairman Larry Ellison has tossed one of those anachronisms overboard and replaced it with a radically different term capturing the modern business processes ushered in by the cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6—just behind #5 SAP and just
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Logos for Amazon Web Services and TCS next to each other

Amazon Addresses Critical Blind Spot in Big Mainframe Deal with TCS

February 15, 2021
If Amazon’s AWS cloud unit has an Achilles Heel, it is that the company’s singular and enormously successful focus on the cloud has kept it from developing deep expertise with legacy mainframe systems that still run massive portions of the global economy. (On my weekly Cloud Wars Top 10 rankings, Amazon has held the #2
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