Microsoft corporate VP Rohan Kumar, who recently spoke about replacing Oracle database

Hey Larry Ellison: Microsoft’s #1 Priority Is Replacing Oracle Database

June 15, 2020
Exactly one year after longtime rivals Microsoft and Oracle paired up on a cloud-interconnect deal, Microsoft is now saying that replacing Oracle on-prem databases with Microsoft cloud databases has become an absolute top priority. First let me share the exact comment, and then I’ll offer some fascinating perspective on how and why Microsoft believes it
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Tableau CEO Adam Selipsky, who is helping Salesforce with analytics

Marc Benioff’s Secret Weapon: Tableau Turning Salesforce into Analytics Powerhouse

June 11, 2020
To me, the 2x4-across-the-face disclosure in Salesforce’s latest earnings release was not that they almost reached $5 billion in quarterly revenue but rather that “Platform & Other” has become Marc Benioff’s #1 revenue-producing business. Bigger than Service Cloud, bigger than Sales Cloud and Marketing cloud and all the others. And growing at a wicked clip
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Ahead of its Q4 earnings call, the Oracle logo appears on a large conference center window

Oracle Q4 Earnings: Larry Ellison Will Focus on 5 Things (Including SAP)

June 10, 2020
When Oracle’s Q4 earnings come out on June 16, Larry Ellison will be sure to focus on his two bet-the-company cloud products, his efforts to shake up cloud definitions and his looming promise to snatch some big SAP customers. Oracle’s fiscal Q4, ended May 31, is always Oracle’s largest. It also often reveals some developing
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A laptop, representing the digital future and hybrid cloud

IT Leaders Go All-in on Hybrid Cloud, Accelerating the Digital Future

June 8, 2020
Over the past few years, digital transformation made “customer experience” an absolute top business priority and forced massive changes in what IT is and does. Over the past couple of months, the global WFH mandate is revolutionizing the “employee experience” around when, where and how hundreds of millions of people work and live their everyday
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The CEOs of Oracle, IBM, and Amazon - which will acquire Zoom?

Who Will Acquire Zoom: Amazon, Oracle, or IBM?

June 5, 2020
As the story of Zoom’s phenomenal growth spreads, and as the video-conferencing services it provides become not just mainstream but essential, which company in the Cloud Wars Top 10 will snap up Zoom to become more relevant in the digital future? Cloud Wars Top 10 Rankings — June 1, 2020 1. Microsoft — Its Top 10
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Zoom CEO Eric Yuan talks about the company's huge first quarter earnings

The Zoom Revolution: 10 Eye-Popping Stats from Tech’s New Superstar

June 4, 2020
Few if any companies in any industry and under any circumstances have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through. We’ve all heard some of the stories and some of the numbers, but I want to share some details here. Because Zoom’s not only a
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Empty desks, emblematic of the need for business recovery that Aneel Bhusri recently talked about

Global Recession Exposing Deep Flaws in Traditional IT: Workday CEO Aneel Bhusri

June 3, 2020
While you’d expect Workday CEO Aneel Bhusri to tout cloud technology over traditional IT, Bhusri said yesterday that the limitations of on-premises systems are hampering the recovery efforts of companies that haven’t moved to the cloud. Last week, as Workday reported that quarterly revenue topped $1 billion, Bhusri mentioned on the earnings call that the
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Lowe's CEO Marvin Ellison talks to Mad Money about Google Cloud

Google Cloud Helps Drive Triple-Digit Online Growth at Lowe’s

June 2, 2020
Google Cloud has scored a major victory in showcasing its transformational prowess as the CEO of Lowe’s recently said GC has been indispensable in helping Lowe’s double its online revenue in April and May. Speaking with Jim Cramer on Mad Money in late May, Lowe’s CEO Marvin Ellison offered broad context for his company’s outstanding
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Slide from Salesforce Q1 earnings presentation

Salesforce Shocker: Its #1 Revenue Business Is “Platform and Other”

June 1, 2020
While Salesforce has been known as a SaaS powerhouse for its entire 21-year existence, its largest and fastest-growing business is now “Platform and Other” as the shape of the enterprise cloud continues to evolve. As shown in the graphic above from Salesforce’s fiscal-Q1 earnings presentation (it’s slide #8), the business unit called Platform and Other
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Salesforce CEO Marc Benioff, who delivered inspiration on a recent earnings call

Marc Benioff Delivers: “The Best I’ve Ever Seen Salesforce Perform”

May 29, 2020
Whether procuring and delivering 50 million pieces of PPE, launching an extraordinary new pandemic-driven product, or generating $4.87 billion in revenue during the COVID-19 crisis, Marc Benioff’s had a quarter like no other. And during yesterday’s fiscal-2021 Q1 earnings call, Benioff made it perfectly clear in his inimitable fashion that Salesforce’s performance during the quarter
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