Cloud Wars analysis: can Salesforce redefine CRM in 2020?

Salesforce Vs. SAP: Can Marc Benioff Win the Battle to Redefine CRM?

January 6, 2020
(Third in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Since the buyer-seller relationship today is managed primarily and sometimes exclusively by the customer, does the term “Customer Relationship Management” mean anything anymore? Yes, that question contains a bit of mushiness—after all, who cares
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Cloud Wars analyzes the biggest challenge for AWS in 2020

Amazon Vs. Oracle: AWS’s #1 Challenge Is Larry Ellison’s Autonomous Database

January 3, 2020
In a highly publicized cutover, Amazon recently completed a multi-year mission to migrate its massive consumer business from Oracle databases to AWS databases, complete with a snappy minute-long celebration video on YouTube. As it shut off the final Oracle database for its consumer business, Amazon announced that it’s thrilled with all of the results from
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Cloud Wars analyzes Microsoft Azure reliability, a challenge for 2020

Microsoft’s Most-Dangerous Challenge in 2020

January 2, 2020
While my #1 Cloud Wars story from 2019 is Microsoft’s excellent chance of topping $50 billion in cloud revenue for its fiscal 2020, the biggest threat to that achievement is an internal issue the company’s working hard to address. And that near-existential threat is the level of reliability of its Azure cloud. Six months ago,
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Microsoft under Satya Nadella will soon exceed 50 billion in cloud revenue

Why Microsoft Will Blow Past $50 Billion in Cloud Revenue: 5 Reasons

December 30, 2019
This simple but astonishing detail perfectly exemplifies the Cloud Wars’ runaway dynamism: Microsoft’s enterprise-cloud revenue will very likely exceed $50 billion for its fiscal year ending June 30, 2020. That’s $50 billion in cloud revenue. For one 12-month period. From one company.  Taken entirely on its own, Microsoft’s $50-billion cloud business would make it one
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Cloud Wars Top 10 stories of 2019

The Top 10 Cloud Wars Stories of 2019

December 23, 2019
In a year crammed with bold moves into new categories, high-profile executive changes, extraordinary customer transformations, and energetic new approaches from “legacy” players, 2019’s biggest overall story of all is the enterprise cloud becoming the world’s leading platform for innovation, growth, and digital rebirth. Across industries, geographies, and strategic imperatives, the cloud this year blew
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Cloud Wars Perspectives: The Journey to the Cloud Can Be Tricky—Should an MSP Be Your Guide?

The Journey to the Cloud Can Be Tricky—Should an MSP Be Your Guide?

December 20, 2019
A new research study reveals that a whopping 94% of IT decision-makers who are running Oracle cloud applications have not yet optimized the deployments of those apps. And those IT decision-makers (ITDMs) are facing two primary challenges in pursuing the optimization of their Oracle cloud apps, the research revealed: they want to automate diagnostics and
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Marc Benioff of Salesforce speaks on SaaS cloud growth

Oracle Versus Salesforce: Who’s the Growth Leader in SaaS Clouds?

December 18, 2019
Salesforce is the world’s undisputed leader in SaaS revenue and Oracle aspires to be the world’s leading ERP vendor. But which one is growing more rapidly? Since both recently posted earnings results, we’ve got some fresh data to compare. And while there’s no question that Salesforce and Oracle are focused primarily on different audience sets,
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Oracle Autonomous Database sign: Think Autonomous

Attack of the Killer Database: Oracle Autonomous DB “Will Replace Everything”

December 17, 2019
While Oracle’s Autonomous Database won’t make a significant impact on revenue until a year from now, Larry Ellison’s predicting it will “triple” the size of Oracle’s database business and render all other Oracle databases obsolete. In last week’s FY20 Q2 earnings call, Ellison continued his effusive praise of the one-of-a-kind database. But he also noted
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Larry Ellison speaks at Oracle Open World

Oracle Against the World: Ellison Trashes SAP & Workday but Grows Only 1%

December 16, 2019
Belittling the capabilities of peers that are beating Oracle in some key markets, Oracle chairman Larry Ellison is playing a high-risk game of trashing the competition to mask his own company’s lengthy and low-growth transition to the cloud. While Ellison’s taunts—a blend of truth, half-truths, and flat-out fantasies—can be entertaining and a little catchy, Oracle’s
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Workday CEO Aneel Bhusri talks the financials business

Workday Says High-Flying Financials Business Will Surpass Flagship HCM

December 13, 2019
Despite continued strong growth from its flagship HCM product line that’s the dominant player among the Fortune 500, Workday says its high-flying Financials business will become the company’s biggest revenue driver over the next several years. That crossover event is still some ways down the road, but it’s highly significant. It clearly underscores Workday’s ability
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