News Analysis: @Adobe Chooses @Microsoft #Azure For Cloud #MSIgnite
Adobe Move To Azure Signals Closer Partnerships Ahead On September 26th, 2016 at the Microsoft Ignite conference in Atlanta, Adobe CEO Shantanu Narayen, and Microsoft CEO, Satya Nadella, announced a strategic partnership between the two companies. Constellation sees the announcement from three points of view: Adobe makes Microsoft Azure the preferred cloud platform. Adobe intends […]
Oracle: Time to push the pedal on cloud apps
Larry Ellison joked at Oracle OpenWorld he was told Fusion applications would be developed in 4 years. They have taken over a decade. Snicker all you want. The flip side of that is Oracle started developing cloud apps years before most others. While IaaS and Amazon got a lot of attention during OOW, the winner […]
Workday Rising: Sneak Preview from Leighanne Levensaler
Workday’s annual user conference, Rising is in Chicago this week. The European version is in Barcelona in a few weeks. It’s always an enjoyable event with “The Citizens of the Cloud” – some of the happiest customers in the world. Founders Dave Duffield and Aneel Bhusri showcase an entertaining keynote, and this year I am […]
Seven Ways Microsoft Redefined Azure For The Enterprise And Emerged A Leader
As of Q2, 2016 Microsoft Azure has achieved 100% year-over-year revenue growth and now has the 2nd largest market share of the Cloud Infrastructure Services market according to Synergy Research. Microsoft’s FY16 Q4 earnings show that Azure attained 102% revenue growth in the latest fiscal year and computing usage more than doubling year-over-year. 451 Research […]
Oracle IaaS opportunity is much bigger than Amazons
Three things were striking about Larry Ellison’s kickoff keynote at Oracle OpenWorld last night a) he was at his late night host best – I must have been a sight as I burst out in humor every few minutes b) he must have spent the week reading all the press releases Oracle issues during this […]
Roundup Of Analytics, Big Data & BI Forecasts And Market Estimates, 2016
Big Data & business analytics software worldwide revenues will grow from nearly $122B in 2015 to more than $187B in 2019, an increase of more than 50% over the five-year forecast period. The market for prescriptive analytics software is estimated to grow from approximately $415M in 2014 to $1.1B in 2019, attaining a 22% CAGR. […]
News Analysis: Plex Adds Supply Chain Planning With DemandCaster Acquisition
Key Supply Chain Planning Functionality Bolsters Manufacturing Cloud Offering On August 9, 2016, Manufacturing Cloud pioneer Plex, announced the acquisition of DemandCaster, a cloud based sales forecasting and inventory planning software provider based outside of Chicago, Illinois. Founder Ara Surenian built DemandCaster from his operational consulting experiences in demand planning, supply planning, and sales and […]
5 Ways Brexit Is Accelerating AWS And Public Cloud Adoption
Deutsche Bank estimates AWS derives about 15% of its total revenue mix or has attained a $1.5B revenue run rate in Europe. AWS is now approximately 6x the size of Microsoft Azure globally according to Deutsche Bank. These and other insights are from the research note published earlier this month by Deutsche Bank Markets Research […]
Oracle’s Latest “Deal”
Which one of these statements is true? If you play “Stairway to Heaven backwards it’s a prayer to Satan” Oracle buys Netsuite. If you swallow gum it takes 7 years to digest. You guessed it? Well, this morning the wires are a buzz with tales of the next big Oracle acquisition, Netsuite. This is an […]
News Analysis: Oracle’s $9.3B Acquisition Of Netsuite Is About Cloud Consolidation
Oracle Bring Netsuite Back Into The Fold Oracle’s 9.3B acquisition of Netsuite came as no surprise to valley insiders. The rumors have surfaced for weeks. The surprise came as how badly Oracle sought cloud revenue and to bring a friendly partner back into the family. Constellation sees the following for the buy side: Battle […]
