What Does Larry Ellison Know that Salesforce, ServiceNow & IBM Don’t?

August 10, 2020
As Salesforce, ServiceNow and IBM have all recently fervently embraced the red-hot “platform company” position in the cloud market, Larry Ellison and Oracle have all but banished “platform” from their public presentations. So what the heck is going on here? My overriding reaction is that it’s great to see the industry moving beyond the early-days
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Conference sign that says Oracle Cloud Infrastructure and Autonomous Database

Why Larry Ellison and Oracle Are Reinventing the Language of the Cloud

July 20, 2020
In his opening remarks on an IBM earnings call 18 months ago, IBM CFO Jim Kavanaugh used the word “hybrid” an astonishing 28 times to try to prove that IBM is betting its entire future on the hybrid cloud. In a major Oracle announcement two weeks ago, chairman Larry Ellison spoke for almost an hour
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Outdoor sign with Oracle logo

SKY Brasil Boosts Productivity, Speed & Morale with Oracle Autonomous Warehouse

July 17, 2020
Even before the COVID-19 pandemic triggered a global economic slowdown across many industries, telecommunications giant SKY Brasil was facing some challenging decisions tied to the turbulent Brazilian economy.  Today, that disruptive combination serves to underscore the wisdom of SKY Brasil’s decision to turn to autonomous solutions from Oracle to lower costs, boost productivity and allow
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A conference stage with a banner for Oracle Cloud, which was recently praised by Lydia Leong

Oracle Cloud Is So Hot Even Legendarily Cynical Gartner Analyst Likes It!

July 14, 2020
As Larry Ellison continues to turn the Cloud Wars upside-down by making Oracle Cloud the big innovator in not just technology but also go-to-market plans, Ellison has even made a fan out of a Gartner analyst who hates just about everything. In a blog post written late last week following Oracle’s launch of two high-impact
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Larry Ellison speaks on Zoom about Oracle's plan to beat Amazon

Larry Ellison’s 3-Point Plan to Beat Amazon: Autonomous, Performance, Security

July 13, 2020
In launching some wildly ambitious and highly praised—dare I say revolutionary?—cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle's long-term plan to beat Amazon. In an hour-long Zoom presentation (gotta showcase those great customers, right?), Ellison delivered one of his most compelling and comprehensive narratives about Oracle’s prospects
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Larry Ellison and Christian Klein, who have been fighting over Oracle stealing SAP customers

Oracle and Larry Ellison Go Silent on Snatching Huge SAP Customers

June 24, 2020
Six months ago, Larry Ellison publicly promised that in March, some of SAP’s largest ERP customers would rip and replace those mission-critical systems and replace them with Oracle Cloud ERP. In March, Ellison once again declared very publicly that loads of SAP’s biggest customers were in the final stages of replacing SAP’s on-premises ERP systems
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Oracle founder Larry Ellison, who says that analysts prefer Fusion HCM to Workday

Oracle-Workday Showdown: Larry Ellison Says Analysts Prefer Fusion HCM—Do They?

June 22, 2020
With Oracle declaring its intentions to displace Workday as the world leader in cloud HCM, Larry Ellison last week claimed that industry analysts rate his Fusion HCM applications as superior to Workday’s HCM solutions. (See Oracle Calls Out Workday on HCM Growth, Customer-Sat Scores, Loss of Goldman Sachs.) That’s not a surprising claim from Ellison—every
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Oracle CEO Safra Catz, who spoke on yesterday's fiscal-Q4 earnings call

10 Reasons Larry Ellison Believes Oracle Can Beat Amazon and Microsoft

June 17, 2020
After several quarters of simply talking about how Oracle will someday become a player in the massive IaaS business, Larry Ellison yesterday offered an extensive list of customer wins that will surely have grabbed the attention of Amazon and Microsoft. On top of that, Ellison and Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings
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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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