Category: Latest Articles

Oracle chairman Larry Ellison talks ERP revenue

Larry Ellison Shows His Cards: Oracle ERP Revenue Could Reach $30B

June 16, 2021
Reveling in a blowout fiscal Q4 that saw Fusion ERP revenue soar 46%, Oracle chairman Larry Ellison said Fusion ERP could ultimately become a $20-billion business and Oracle’s NetSuite ERP could eventually reach $10 billion in revenue. On my Cloud Wars Top 10 weekly rankings, Oracle is #6 and certainly strengthened its case with Q4
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Google Cloud OCTO managing director Will Grannis

Meet Google Cloud’s Secret Weapon: OCTO

June 15, 2021
As Google Cloud has surged from the bottom of the Cloud Wars Top 10 rankings to near the top, a major reason has been the customer-first mentality and culture instilled by CEO Thomas Kurian since his arrival in 2019. And while Google Cloud has certainly made some dazzling technological advances during that time, its unique
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Salesforce co-founder Parker Harris, describing Slack as human workflow

Salesforce Targets ServiceNow: Slack Delivers “Human Workflow”

June 14, 2021
Barely a week after Salesforce CEO Marc Benioff promised to overtake SAP as the world leader in enterprise apps, co-founder Parker Harris indirectly called out ServiceNow by describing soon-to-be-acquired Slack as “human workflow.” On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, SAP is #5, and ServiceNow is #7. About two years ago,
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Screenshot of web page headline reading, New Google Cloud innovations to unify your data clouds

Data Clouds: Tech’s Next Big Innovation or Just Another Buzzword?

June 10, 2021
The technology industry increasingly is using a new term – data clouds – to describe the fast-emerging world of big-data management and analytics in the cloud.  However, in a market already crowded with database platforms, data warehouses, data lakes, and other technologies, just how new and different are data clouds?  References to data clouds are
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Screenshot of a video of Julia White of SAP, talking about Modular Cloud ERP

SAP Buries the Past: Calls Out Legacy ERP, Welcomes Modular Cloud ERP

June 9, 2021
Boldly proclaiming that legacy ERP “has failed to satisfy the appetite for real-time information” and “is not keeping up with today’s business and technological demands,” SAP has bullishly committed to a new future of modular cloud ERP. While much-needed and inevitable, it is still a jarring admission from SAP, which sits at #5 on my
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Snowflake CEO Frank Slootman, who recently ripped the data architecture of Microsoft

Snowflake CEO Rips Microsoft, Amazon, Google for Outdated Architecture

June 7, 2021
Snowflake CEO Frank Slootman, feeling feisty after posting Q1 revenue growth of 110%, said a big chunk of that growth is coming from upgrading legacy data warehouses that Microsoft, Amazon and Google can’t handle because they’re “not sitting on good architecture.” This is truly a case of the little guy picking a fight with the
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SAP and IBM logos side by side

As SAP Downgrades Microsoft Relationship, IBM Rushes In

June 4, 2021
With the SAP-Microsoft romance cooling way off as Microsoft has become a significant direct competitor to SAP, a newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, SAP is #5 and IBM is
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Snowflake logo on Wall Street, representing its recent 1 billion queries milestone

Snowflake Hits Another Milestone: 1 Billion Queries in 24 Hours

June 3, 2021
When Snowflake announced its Q1 FY2022 earnings, one metric stood out as a harbinger of where the cloud database market is heading: Snowflake processed one billion queries in a single day, CEO Frank Slootman revealed during the Q1 review.  Why does that matter? A query is a request to access data from a database. It
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Photo of Salesforce CEO Marc Benioff with a protective mask on

The Marc Benioff Show: Inside Salesforce’s Greatest Quarter Ever

June 2, 2021
Describing what he called the greatest quarter in Salesforce’s storied 22-year history, CEO Marc Benioff used his recent fiscal-Q1 earnings call to evangelize how the company’s top-to-bottom transformation has set it on a path to $50 billion in revenue within 4 years. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 behind #1
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Marc Benioff, Salesforce CEO, outlined plans to overtake SAP

Salesforce Vs. SAP: Can Marc Benioff Overtake SAP as #1 in Enterprise Apps?

June 1, 2021
Pushing Salesforce to achieve things no other software company ever has, Salesforce CEO Marc Benioff has proclaimed his company’s got SAP in its sights and will soon overtake it as the world’s #1 provider of enterprise applications. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and SAP is #5. Benioff used the
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