Evan Goldberg and Larry Ellison sit onstage together

How Evan Goldberg and Larry Ellison Made Magic—Twice—with NetSuite and Oracle

August 27, 2021
Across his 30-year odyssey with Oracle then NetSuite and now Oracle NetSuite, founder Evan Goldberg has not only had a legendary business career but also an unparalleled relationship with Larry Ellison that’s come full circle from employee to cofounder to cofounder and back to employee. Credited with starting the world’s first cloud-applications company, NetSuite, back
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Oracle chairman Larry Ellison

The Remarkable Larry Ellison: Oracle’s Legendary Disruptor Turns 77

August 23, 2021
I’m not into astrology in any way, but last week marked the birthdays of two extraordinary people who revolutionized their industries, were misunderstood by many, were foolishly underrated by some and never did things the way others did.  Roberto Clemente was the most dynamic, unique, charismatic and disruptive baseball player I’ve ever seen, and he
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ServiceNow CEO Bill McDermott sits in a chair onstage

ServiceNow CEO Bill McDermott Playing Dangerous Game w/ SAP, Oracle

August 16, 2021
Looking to sharply differentiate his cloud-native company from Oracle and SAP, ServiceNow CEO Bill McDermott is categorizing those traditional vendors as little more than sunk costs that ServiceNow can salvage, while ServiceNow itself is an investment in the future. On my weekly Cloud Wars Top 10 rankings, Service Now is #7, SAP is #5, and
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Bar graph contrasting Oracle HeatWave with competitors

Oracle Whips Snowflake, Amazon Redshift & Aurora with Enhanced HeatWave for MySQL

August 10, 2021
Fueled by new enhancements driven by customer requests, Oracle’s HeatWave query accelerator for its MySQL Database Service now offers 35X better price-performance and is 7X faster than Snowflake A (see chart below), and 13X better price-performance and is 6.5X faster than Amazon Redshift AQUA. In addition, relative to Amazon Aurora for mixed workloads, the improved
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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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