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Medical Moonshot: How Novartis and Microsoft Are Using AI to Reimagine Medicine

September 17, 2020

While pharmaceutical companies have traditionally had to devote $2.5 billion and 12 years of to bring a single therapy to market, the stark reality is that only 1 out of 10,000 compounds makes it through clinical trials and into the hands of patients. Determined to take these challenges head on, Novartis and Microsoft have created

Oracle CEO Safra Catz discusses future of Oracle Cloud

Oracle CEO Safra Catz: Blockbuster Quarter Shows Surge to Oracle Cloud Has Begun

September 16, 2020

While Oracle’s stunning emergence as a cloud-infrastructure player might well be due to a range of complex factors, it might also be the result of this uncomplicated dynamic cited by CEO Safra Catz: “More and more of our customers want to bring their Oracle databases to the Oracle Cloud.” On my Cloud Wars Top 10

Larry Ellison Reorients Oracle Cloud Strategy

The Audacious Larry Ellison Flips Oracle Cloud Strategy Upside-Down

September 14, 2020

Three years ago, if you said infrastructure would be the primary driver in Oracle’s cloud business, you would have been laughed out of town. (On my Cloud Wars Top 10 rankings, Oracle is #6.) Two years ago, if you had said that Larry Ellison would soon be using world-leading infrastructure technology to snatch huge cloud

Snowflake IPO Made Salesforce and Warren Buffett Bullish

Snowflake: IPO That Made Salesforce and Warren Buffett Bullish

September 12, 2020

(Editor’s note: This article by Jiri Kram was originally published on LinkedIn on Sept. 10. Jiri has published several articles here at Cloud Wars over the past six months, and as with all of his other insightful and compelling pieces, this article reflects Jiri’s informed views and does not necessarily reflect the views of Cloud Wars. In

Salesforce-SAP Showdown: SAP Exits Mainstream CRM for ‘Focused’ Segments

September 11, 2020

Two years after former CEO Bill McDermott vowed that SAP would take the CRM market by storm and spent $8 billion on Qualtrics to help do so, SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific segments. That revelation came earlier this week from SAP CFO Luka Mucic

SAP CFO Shoots Down Larry Ellison Claim of Oracle Snatching SAP Customers

September 10, 2020

SAP CFO Luka Mucic has unequivocally shot down claims made by Oracle chairman Larry Ellison during the past year that a huge SAP ERP customer was on the verge of defecting to Oracle, with many more certain to follow. “I have checked and we have not lost a single [ERP] customer” to Oracle, Mucic said

Snowflake CEO Frank Slootman predicted the power of the cloud, now Snowflake receives $500 million in investments

Snowflake CEO: Cloud Is ‘Biggest Thing Ever in the World of Computing’

September 9, 2020

With Salesforce and Warren Buffet yesterday investing about $500 million in cloud-storage superstar Snowflake, bear in mind that 7 months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the computer industry has ever seen. Bolstered by the infusion from Salesforce--#3 on the Cloud Wars Top 10 and arguably the

Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020

A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its

Can Salesforce Become the Next Trillion-Dollar Company?

September 5, 2020

(Editor’s note: This article by Jiri Kram was originally published on LinkedIn on Aug. 30. Jiri has published several articles here at Cloud Wars over the past six months, and as with all of his other insightful and compelling pieces, this article reflects Jiri’s informed views and does not necessarily reflect the views of Cloud

Workday Revives co-CEO Model with Aneel Bhusri and Chano Fernandez

What Did Oracle, Salesforce and SAP All Scrap But Workday Just Revived?

September 4, 2020

The co-CEO model might be dead and gone at fellow cloud powerhouses Oracle, Salesforce and SAP, but Workday last week revived the unconventional management structure to allow co-founder and now-co-CEO Aneel Bhusri more time to focus on products and strategy. Bhusri’s new partner in leading Workday into the challenging future is Chano Fernandez, who prior

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