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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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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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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Oracle founder Larry Ellison, who just struck a deal with 8x8

Larry Ellison Picks Amazon’s Pocket—Again—as Cloud Momentum Builds

May 14, 2020
Yes, Amazon’s AWS $10 billion in Q1 cloud revenue is probably 20X and perhaps 40X larger than Oracle’s. Yes, AWS has been and remains the undisputed category king and reigning champ in public-cloud infrastructure, while Oracle only recently has pulled together a credible IaaS business after a series of rumblin’, bumblin’ and fumblin’ missteps. Cloud
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