Photos of Salesforce CEO Marc Benioff and Oracle Chairman Larry Ellison

Market-Cap Madness: Oracle Leapfrogs Salesforce on Cloud Surge

July 13, 2021
Just 10 months after the market was stating that Salesforce was 40% more valuable than Oracle, Larry Ellison and his revitalized cloud business have pushed Oracle’s market cap almost 10% higher than Salesforce’s.  On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and Oracle is #6. I’d also like to point out that
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Screenshot of Oracle EVP Mike Sicilia explaining industry cloud suites on video

Oracle Challenges SAP, Microsoft, Salesforce over Industry-Cloud Suites

June 25, 2021
As every major SaaS player surges into the red-hot market for industry clouds and industry-specific solutions, Oracle is cranking up the heat by offering complete suites of vertical-market applications. On my weekly Cloud Wars Top 10 rankings, Oracle is #6. But on my Industry Cloud Top 10, Oracle is #3—and this new achievement will likely
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Oracle CEO Safra Catz speaks effusively about Q4 results

Oracle CEO Safra Catz More Bullish Than I’ve Ever Seen: 10 Examples

June 18, 2021
While always intensely prepared and utterly unflappable during Oracle earnings calls, CEO Safra Catz was far more bullish than I can ever recall during Oracle’s Q4 call on June 15. Calling Q4 “fantastic” and “incredible” and reflective of a “global phenomenon, Catz also noted in an understated way at the end of the call that
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Oracle chairman Larry Ellison talks ERP revenue

Larry Ellison Shows His Cards: Oracle ERP Revenue Could Reach $30B

June 16, 2021
Reveling in a blowout fiscal Q4 that saw Fusion ERP revenue soar 46%, Oracle chairman Larry Ellison said Fusion ERP could ultimately become a $20-billion business and Oracle’s NetSuite ERP could eventually reach $10 billion in revenue. On my Cloud Wars Top 10 weekly rankings, Oracle is #6 and certainly strengthened its case with Q4
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Oracle MySQL vs Amazon Aurora

Oracle Unleashes HeatWave on MySQL, Thumps Amazon Redshift & Aurora

May 27, 2021
As businesses surge into the data-powered digital economy, Oracle has enhanced its MySQL cloud database service with a souped-up in-memory query accelerator called HeatWave that gives the Oracle bundle huge price and performance advantages over Amazon’s Redshift and Aurora databases.  For MySQL business users, that means a whole new ballgame for running analytics against transactional
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Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
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Photos of SAP and Oracle leaders, who are locked in ERP battle

Oracle Vs. SAP: Like King Kong Vs. Godzilla, the ERP Battle Rages On

April 26, 2021
CEO Christian Klein said last week SAP’s cloud ERP revenue has an annualized revenue run rate of about $6 billion, which would make its cloud ERP revenue about 50% larger than Oracle’s cloud ERP business. In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6. That big lead for SAP
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Oracle logo on a sign, as the company pursues a new cloud category

Has Oracle Climbed to #3 in Booming New Cloud Category?

April 21, 2021
As every leading cloud provider surges into industry-specific cloud solutions, Oracle is emerging as a possible Top 3 player by revealing it has 100,000 industry-cloud customers and 16 million users across 120 countries. On my weekly Cloud Wars Top 10 rankings, Oracle is the #6 player. But on my new Industry Cloud Top 10 rankings
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Cover image for Cloud Wars Live Industry Cloud Boom: Oracle

Oracle: Huge Industry-Cloud Numbers | EVP Mike Sicilia

April 20, 2021
In this episode of the Cloud Wars Live podcast, I speak with the leader of Oracle's vertical-industries business, executive vice-president Mike Sicilia. Oracle's been creating industry-specific applications for more than 10 years and has aggressively converted them to cloud solutions, while also fusing some elements of its horizontal apps with its industry-specific solutions. Mike and
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designed graphic with text - Oracle APEX Application Development copy

10 Reasons Why Low-Code APEX Cloud Service Appeals to Next-Gen Developers

April 1, 2021
As more companies look to enhance their digital prowess via in-house software development, Oracle is betting its new low-code APEX Cloud Service can become enormously popular due to its power, speed, security, and pricing. On top of those attributes, Oracle APEX is already widely used around the world by more than 50,000 customers. So unlike
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