Larry Ellison Reorients Oracle Cloud Strategy

The Audacious Larry Ellison Flips Oracle Cloud Strategy Upside-Down

September 14, 2020
Three years ago, if you said infrastructure would be the primary driver in Oracle’s cloud business, you would have been laughed out of town. (On my Cloud Wars Top 10 rankings, Oracle is #6.) Two years ago, if you had said that Larry Ellison would soon be using world-leading infrastructure technology to snatch huge cloud
Read More
Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020
A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its
Read More
SAP CEO Christian Klein's company has a higher market-cap value than Oracle and Salesforce

Why SAP Is Beating Salesforce and Oracle in the Market-Cap Wars

August 25, 2020
Which cloud powerhouse does the public value most highly: Salesforce, with annualized revenue of about $19 billion; SAP, with annualized revenue of about $32 billion; or Oracle, with annualized revenue of about $40 billion? Market capitalizations can be fleeting things—Apple’s is currently at $2.1 trillion—but in spite of occasional flightiness, they provide a fully objective,
Read More
Oracle founder Larry Ellison, who is shuffling top execs

How Larry Ellison Is Shuffling Top Execs to Spark Next-Gen Oracle Cloud

August 14, 2020
The startling revival of Oracle’s cloud business has taken an intriguing twist as Larry Ellison has reassigned former cloud-infrastructure chief Don Johnson to reimagine how all of Oracle’s cloud capabilities can be deployed to drive greater value for customers. In a well-written news article yesterday, Geekwire revealed that Ellison has given Johnson’s former role as
Read More

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
Read More
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
Read More
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
Read More
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
Read More