When Salesforce.com announced its intention several days ago to acquire API vendor Mulesoft for $6.5 billion, the wailing and gnashing of teeth began instantly as the short-sighted nickel-counters fixated on and howled about the price , an had agreed to pay. But those armies of the indignant are overlooking some key realities that I believe
Leveraging his long-game vision and his company’s unmatched database-technology expertise, Oracle founder Larry Ellison said Oracle will beat Amazon in the cloud by releasing over the next few months a sweeping set of “self-driving” cloud solutions that Ellison claims are simply beyond even Amazon’s ability to match. Over the past few years, Ellison has on
Looking to shift attention toward a revolutionary new product and away from its disappointing Q3 cloud results, Oracle founder Larry Ellison said yesterday the company’s newly released Autonomous Database could be “the most important thing Oracle’s ever done” and “will change the profile of our company forever.” In yesterday’s earnings call, several questions from analysts
Hammering home the radical transformation IBM’s undergone during the last few years ago, CEO Ginni Rometty claimed last week that IBM has become the world leader in enterprise AI with 16,000 client engagements, in Blockchain with 400 active client engagements, and in the highly advanced realm of quantum computing with live projects underway with JPMorganChase,
Amid the dazzling Q4 and full-year results they reported late last week, Salesforce.com leaders emphasized two external factors that play beautifully into their hand: CEOs are making digital transformation their top priority, and the recent U.S. tax cuts are giving them the resources to pursue that aggressively. Noting that he’d had dinner with 20 Fortune
Some of Microsoft’s largest customers are moving their production SAP workloads as well as other mission-critical applications to the Azure Cloud, offering conclusive proof that the cloud has become a mainstream enterprise-technology foundation for anything a global corporation chooses to deploy there. Speaking at a recent investors conference, Microsoft corporate vice-president and head of Cloud and
The clearest and most-unequivocal proof that the enterprise-cloud business has grown up and is fully ready for industrial-strength deployments is the recent pledges from top executives at Microsoft, SAP and Oracle to make customer success —not customer satisfaction or loyalty, but customer success—their top priority in 2018. Those tech-industry giants have joined cloud-native SaaS providers
Helping global corporations like Emirates Group undergo massive digital transformations even as it remakes itself for the digital world, SAP is confidently predicting that its cloud revenue will overtake its license revenue this year on the strength of having “the most complete cloud in the enterprise,” according to CEO Bill McDermott. “We believe this is
Riding high on 44% fourth-quarter revenue growth driven by rapidly expanding deals with global corporations, ServiceNow has pushed its way into a tiny group of cloud-software vendors that customers feel are truly strategic partners, ServiceNow’s CEO John Donahoe has claimed. “CIOs are saying to me, ‘Look, we’re embracing cloud—but as I drive this, I need
In the wake of Microsoft’s 56% commercial-cloud revenue growth in its just-completed quarter, some recent public comments from executive vice-president and CFO Amy Hood offer remarkable insights into why everything in Redmond seems to be humming along beautifully these days. The comments from Hood, who’s been with Microsoft for 15 years and was CFO of