Category Archives: hybrid cloud

AWS, Google, hybrid cloud, IBM, Microsoft, News & Analysis

AWS, Google, Microsoft and IBM pull away from pack in race for cloud market share

racing horses starting a raceNew findings from Synergy Research highlight the cloud market is still dominated by AWS, Google, Microsoft and IBM, as the pack is seemingly struggling to gain ground in the race for market share.

AWS still leads the way in the segment, accounting for roughly 31% of the global market share, with IBM, Google and IBM collectively accounting for the next 22%. The next 20 players in the market, companies such as HPE, VMWare and Alibaba for example, account for a collective 27%. AWS year-on-year growth was estimated at 57% while Google and Microsoft both demonstrated more than 100% growth over the same period.

“This is a market that is so big and is growing so rapidly that companies can be growing by 10-30% per year and might feel good about themselves and yet they’d still be losing market share,” said John Dinsdale, Chief Analyst at Synergy Research Group. “The big question for them is whether or not they are building a sustainable and profitable business. This can be done by focusing on specific regions or specific services, but the bulk of the market demands huge scale, a broad footprint, very deep pockets and a long-term corporate focus.”

Worryingly for the rest of the pack outside of the top four, the gap would appear to be growing as AWS, Google, Microsoft and IBM are pulling further ahead. The 20 companies outside the top four averaged year-on-year growth of approximately 41%, though Synergy claim the cloud segment grew more than 50% over the course of Q1.

The team estimate the quarterly cloud infrastructure service revenues, which include IaaS, PaaS and private & hybrid cloud, has now surpassed the $7 billion milestone, with the US accounting for roughly 50% of the worldwide market share.

 

Growth

Azure, hybrid, hybrid cloud, IoT, Microsoft, News & Analysis, Public Cloud

Microsoft shifts focus to Chinese cloud market

MicrosoftMicrosoft has announced a successful year in the Chinese market, as well as intentions to step-up its expansion plans in the region, according to China Daily.

The company claims it now has more than 65,000 corporate clients, and appetite for its Azure offering in Chinese enterprise organizations is steadily increasing. As part of the expansion plans, Microsoft lowered its prices for Chinese customers earlier this month, seemingly in an effort to undercut its global competitor AWS, as well as local powerhouses such as Alibaba Tencent.

“Though the GDP growth is slowing down, Chinese companies still need to focus on three points to remain relevant and competitive: innovation, productivity and the return of investments,” Ralph Haupter, CEO of Microsoft in China. “And cloud computing can help in all of the above three aspects. We will focus on manufacturing, retail, automotive, media and other industries to further expand market share.”

While China has proved to be one of the top priorities of the majority of the cloud players in recent years, a recent report from BSA highlighted the region was one of the poorest performers in the global IT community. Measuring each country of their cloud policies and legislation, as well as the readiness of its enterprises, China ranked 23 out of the top 24 IT nations worldwide, mainly due to poor performance in the data privacy, cybercrime, promotion of free trade and security categories, though it was one of the worst performers across every category.

Despite concerns from the BSA, Ji Yanhang, an analyst at Analysys International, believes the market has strong potential, stating “China’s national strategies, such as boosting high-end manufacturing, will increase demand for cloud services in the coming years.”

The announcement follows last weeks’ quarterly earnings call, where CEO Satya Nadella reported that Office commercial products and cloud services revenue grew 7%, Office consumer products and cloud services revenue grew 6% and Dynamics products and cloud services revenue grew 9%. Azure revenues grew 120% over the period, though this is down from 140% growth in the previous quarter.

Financial Results, hybrid cloud, Microsoft, News & Analysis

Mixed fortunes for Microsoft cloud business

Microsoft To Layoff 18,000Microsoft has reported mixed fortunes for its cloud business unit during its quarterly earnings call, as while cloud revenues grew across the board, the results are slightly down on the previous quarter.

Office commercial products and cloud services revenue grew 7%, Office consumer products and cloud services revenue grew 6% and Dynamics products and cloud services revenue grew 9%. Revenue in Intelligent Cloud grew 3% to $6.1 billion, with Azure revenue up 120%, though this is down from 5% and 140% respectively in the previous quarter. Despite the slight slow-down, the team remain upbeat for future business. Profits for the Intelligent Cloud business unit fell 14% to $2.19 billion for the quarter.

“We exceeded $10 billion in commercial cloud annualized revenue run rate,” said Satya Nadella, CEO at Microsoft. “We’re halfway to our FY 2018 goal of $20 billion. This quarter, we surpassed 270 million monthly active devices running Windows 10. We’re proud of our progress and look forward to making more as enterprise deployments accelerate.

“We’re expanding into new markets such as security, analytics and cloud voice, where we see an opportunity and where we can differentiate. For example, the cyber security market is expanding rapidly, and it’s a place where we have unique capabilities, like Advanced Threat Protection, Cloud App Security and Advanced eDiscovery. This combination drove a 35% quarter-over-quarter growth of monthly active users of our premium information protection services in Office 365. A key driver of this growth is our new premium Office 365 suite, E5.”

While the figures show revenues slowing slightly, the company has still demonstrated growth in the cloud computing segment and overall consensus throughout the industry would generally attribute Microsoft as the number two player in the market. Share price took a slight dip following the news, however Nadella leadership and guidance into new markets has seen positive growth in market performance since his appointment in 2014. Share price has increased from just below $40 to roughly $55 during Nadella’ tenure as CEO.

“The cloud is being built into every organization’s quest to optimize and grow,” said Nadella. “With our results this quarter, it remains clear we are one of the two leaders in this market. Azure revenue increased 120% in constant currency, with revenue from premium services growing triple digits for the seventh consecutive quarter. We are innovating in new areas to help organizations digitally transform. We’re expanding our competitive strength in hybrid computing. We’re generating opportunity for developers and partners.”

In terms of moving forward, the company has prioritized the hybrid cloud market as a means of growth. By utilizing the Azure Stack offering, Microsoft claims customers are able to process certain workloads in Azure data centres, while also keeping mission critical workloads in-house on the Azure Stack itself. The company believes the scale of the data centre and Azure Stack offering is number one in the industry.

“That I think is where the world is going to go to, where distributed computing will remain distributers,” said Nadella. “So Azure’s stack is completely unique to Microsoft. No one else who is in the public cloud business at any scale has that kind of capability. So I would say that’s another point of differentiation.”

Cost Reduction, Deloitte, Enterprise IT, hybrid cloud, Opinion

Understanding the economics of the cloud – its more than just a money saver

Businessman drawing business planA recent survey from Spiceworks highlighted 93% of enterprise organizations are now using at least one cloud based service within their operations, but there does seem to be a general feeling within the community that the benefits are not clearly understood.

While most early adopters of such platforms, as well as other future tech, have focused on the performance capabilities which cloud can offer, the mainstream market believes the cloud is a cost reduction tool, a point which professional services giant Deloitte disagrees with.

“The image of the cloud projected by the market is sometimes that all forms of cloud are cheaper, but it is a question of using the right tool for the right job,” said Gwil Davies, Director & Cloud Lead in the EMEA IT Infrastructure at Deloitte. “What decision makers at these organizations need to realize is that the cloud is not necessarily cheaper.”

“I think it’s more important for organizations get a real understanding of how to use the cloud and perhaps not automatically assume that moving all of their current IT into cloud is going to be the cheaper solution.”

The concept of the cloud being a cheaper alternative to traditional IT is sometimes a case of a lack of understanding of the technology itself, but also the journey on which organizations need to undertake to ensure cloud computing is being used in an effective manner. Selecting a cloud provider is only a small facet of the cloud itself, a fact which can be under-appreciated by enterprise decision makers.

“Technology is a small part of the challenge, business transformation of the organization is key to the success of the cloud,” said Davies. “You have to be really clear on the why, the what and the how. Specifically you have to have a keen eye on value. Some of the most successful cloud implementation projects generate value in new ways. These decision makers have specifically identified where clear business value can be generated. If the answer is to reduce costs, the cloud is not always the right option.”

Speaking at Cloud World Expo, Davies highlighted that a successful journey to the cloud is not one which focuses on reducing CAPEX and OPEX throughout the organization, but identifies where value can be achieved through a cloud-enabled business. Identifying where the value is, but also monitoring the progress of the project can be the difference between effective investment and throwing money away.

“There are sometimes surprises – and most organisations will need to invest in some base capabilities, before a migration of systems into the cloud can begin,” said Davies. “The business case needs to be defined around what the value of the transition is to the business – huge benefits can be realised, and often it’s not just about reducing the current cost of your IT systems.”

One conclusion which can be drawn from the aforementioned survey as well as others, is the concept of cloud computing has penetrated into the mainstream market. But the question as to whether the benefits of scalability, compute power, agility, flexibility etc. have been effectively received is less clear.

“It varies very widely (whether benefits beyond cost reduction are understood), as customers are in different stages of their cloud journey,” said Davies. “In my opinion, the cloud as a technology is one of the most transformative opportunities available to enterprise organizations in recent years. The cloud is unlocking a huge amount of value throughout the organization, which wouldn’t have been possible even two years ago. There is a huge potential to reach new customers, create new opportunities and experiences, as well as become more competitive in the market place.

Different organizations are in different places though. The starting point for organizations, who are at the investigating the cloud, and haven’t identified what the cloud means to the wider business, is mostly cost saving.”

Financial Results, hybrid cloud, News & Analysis, Quarterly Earnings, VMware

Leadership restructure has little impact as VMWare reports 5% growth

VMWare campus logoVMWare has reported healthy growth during its Q1 earnings call despite disruptions in the management team over the period.

Revenues for the first quarter were reported at $1.59 billion, an increase of 5% in comparison to the same period in 2015, though license revenues saw a drop of 1% to $572 million. The company now expects second-quarter revenue of $1.66 billion to $1.71 billion, compared with analysts’ average estimate of $1.66 billion.

“Q1 was a good start to 2016, both for results and against our strategic goal of building momentum for our newer growth businesses and in the cloud,” said Patrick Gelsinger, CEO at VMWare. “Our results were in line with our expectations for the period and support our outlook for the full year.”

Over the course of the period, there may have been concerns surrounding changes in the leadership team, and how a restructure would impact the performance of the business on the whole. Carl Eschenbach announced last month he would be leaving his post as VMWare President and COO to join venture capital firm Sequoia Capital as a Partner. CFO Jonathan Chadwick also left the business in January.

Eschenbach joined the firm in 2002 as VP of Sales, was appointed as co-President and COO in 2011 and eventually as the stand-alone President in 2012. During Eschenbach’s time at VMWare, revenues grew from $31 million in 2002, to more than $6 billion in 2015. The changes in leadership would not have appeared to have stifled the company’s performance, as its cloud business units performed healthily over the first quarter.

“We think on the executive side, it really is the combination of being able to attract new players than – I mentioned Rajiv (Rajiv Ramaswami, GM, Networking and Security) we brought in a leader for China, Bernard (Bernard Kwok, Greater China President); we’ve been able to continue to attract talent,” said Gelsinger. “We’ve also had commented on our very strong bench, and – like Maurizio (Maurizio Carli, VP Worldwide Sales), we had brought him over from Europe a year plus ago to prepare for this eventuality, and so we had been grooming and preparing for these transitions.”

The company also reported healthy growth for its cloud business unit, including NSX, VSAN, End-User Computing and vCloud Air Network. The company highlighted standalone vSphere license bookings were less than 35% of total bookings, a figure which was more than 50% two years ago. The team claim this reduction demonstrates the product offering has been successfully diversified.

“Turning to hybrid cloud. Total bookings for vCloud Air Network grew over 25% year-over-year,” said Zane Rowe, CFO at VMWare. “We see significant interest from cloud and service providers around the world wanting to utilize our hybrid cloud technologies. For example, as Pat mentioned earlier, IBM will be delivering a complete SDDC offering based on VMware’s technologies across their expanded footprint of cloud data centres worldwide. vCloud Air also performed well in Q1 with large enterprise customer adoption.”

In terms of long-term strategy, Gelsinger outlined a three-point plan to facilitate VMWare’s growth in the cloud market segment. Firstly, the business will consolidate its position in the private cloud space, a segment which it describes as the ‘foundation of our business’. Secondly, through the vCloud Air service and vCloud Air Network, the company aims to encourage its customers extend their private cloud into the public cloud. And finally, connecting, managing and securing end points across a range of public clouds, including Amazon Web Services and Microsoft Azure.

hybrid, hybrid cloud, News & Analysis, telstra

Telstra launches one-to-many Cloud Gateway offering

GatewayAustralian telco Telstra has bolstered his position in the growing cloud market with the launch of Cloud Gateway.

The Cloud Gateway is Telstra’s new solution which enables businesses to connect to multiple public cloud environments, acting as a one-to-many “gateway” model via Telstra’s IP network.

“Most organisations don’t realise the full value of cloud out of a single service,” said Philip Jones, Global Products and Solutions at Telstra. “Instead, our customers are investing in sophisticated hybrid cloud environments, which come with their own range of fragmented networking challenges.

“These include managing multiple vendors, portals and contracts, while trying to maintain a high level of security, performance and operational efficiency. We believe that just because these solutions are sophisticated, doesn’t mean that they should also be complex. Cloud Gateway is Telstra’s simple way to connect multiple clouds, and create hybrid environments.”

The product offering will enable Australian customers to connect to Microsoft Azure, Office365, AWS, IBM SoftLayer, and VMware vCloud Air, while international customers can only connect to AWS and IBM SoftLayer for the moment.

“Telstra is very well positioned to help customers with hybrid and multi-cloud strategies, as we bring the cloud and the network together,” said Jones. “The network is the fundamental piece of the puzzle that helps provide a secure and reliable application experience. Having a single touchpoint also helps reduce IT complexity, enabling our customers to maximise the benefits of investing in cloud.”

Telstra has been making moves within the cloud space in recent months, following the announcement of a cloud innovation centre in February. The centre was launched alongside partners AWS and Ericsson with the focus of accelerating the adoption of cloud technologies.

“Telstra’s vision is to build a trusted network service for mission critical cloud data, and we are excited to explore the opportunity of bringing this vision to life with Ericsson and AWS,” said Vish Nandlall, CTO of Telstra, at the time of the announcement. “The Cloud Innovation Center at Gurrowa intends to bring together cloud experts from Ericsson, AWS and Telstra to encourage cloud adoption and the development of new business opportunities for Telstra and our customers.”

hybrid, hybrid cloud, Met Office, News & Analysis

Met Office launches weather app on hybrid cloud platform

SkyThe Met Office has launched its latest app on its new hybrid cloud platform, Weather Cloud, in an effort to increase the speed of delivery and accuracy of its weather data to customers.

The platform itself enables the company to processes meteorological data for mobile, at scale, across all Met Office platforms, to ensure the team can deliver information to the public at times of extreme weather events. In designing the app, the team took a DevOps orientated approach, releasing a Minimum Viable Product (MVP) in the first instance, while monitoring customer feedback to refine the proposition.

“We know that more and more people are choosing mobile devices to access their weather information from the Met Office and it’s vital we continue to address this changing behaviour so we can deliver our world-class weather service,” said Owen Tribe, Head of Digital at the Met Office. “The new app technology will enable us to evolve our digital presence and the ways in which people want to access their weather information in the future.”

During Storm Katie in March, the Met Office received a 200% increase in traffic and with over 8 million visits over the course of the weekend. The team claim the new Weather Cloud platform will better enable them to deal with increased traffic and facilitate better planning for short-term weather events. The company also highlighted the ability to scale down in times of lesser demand to reduce public funds spent on the platform.

Weather Cloud was implemented in AWS with assistance from CloudReach, though the DevOps journey has been maintained as the team continue to make updates to the app based on customer feedback.

“The Met Office now has AWS Cloud infrastructure supporting its services, which can respond to changes in demand quickly, is highly resilient in case of any failures and supports stringent security requirements,” said James Monico, Founder at CloudReach. “Using AWS means that the Met Office does not have to maintain hardware that would otherwise be unused for large parts of the year, but it can instead add and remove resources quickly and dynamically as demand fluctuates.”

data integration, Database, Features, hybrid cloud

Overcoming the data integration challenge in hybrid and cloud-based environments

Vivo, the Brazilian subsidiary of Spanish telco Telefónica deployed TOA Technologies' cloud-based field service management softawre

Industry experts estimate that data volumes are doubling in size every two years. Managing all of this is a challenge for any enterprise, but it’s not just the volume of data as much as the variety of data that presents a problems. With SaaS and on-premises applications, machine data, and mobile apps all proliferating, we are seeing the rise of an increasingly complicated value-chain ecosystem. IT leaders need to incorporate a portfolio-based approach and combine cloud and on-premises deployment models to sustain competitive advantage. Improving the scale and flexibility of data integration across both environments to deliver a hybrid offering is necessary to provide the right data to the right people at the right time.

The evolution of hybrid integration approaches creates requirements and opportunities for converging application and data integration. The definition of hybrid integration will continue to evolve, but its current trajectory is clearly headed to the cloud.

According to IDC, cloud IT infrastructure spending will grow at a compound annual growth rate (CAGR) of 15.6 percent each year between now and 2019 at which point it will reach $54.6 billion.  In line with this, customers need to advance their hybrid integration strategy to best leverage the cloud. At Talend, we have identified five phases of integration, starting from the oldest and most mature right through to the most bleeding edge and disruptive. Here we take a brief look at each and show how businesses can optimise the approach as they move from one step to the next.

Phase 1: Replicating SaaS Apps to On-Premise Databases

The first stage in developing a hybrid integration platform is to replicate SaaS applications to on-premises databases. Companies in this stage typically either need analytics on some of the business-critical information contained in their SaaS apps, or they are sending SaaS data to a staging database so that it can be picked up by other on-premise apps.

In order to increase the scalability of existing infrastructure, it’s best to move to a cloud-based data warehouse service within AWS, Azure, or Google Cloud. The scalability of these cloud-based services means organisations don’t need to spend cycles refining and tuning the databases. Additionally, they get all the benefits of utility-based pricing. However, with the myriad of SaaS apps today generating even more data, they may also need to adopt a cloud analytics solution as part of their hybrid integration strategy.

Phase 2: Integrating SaaS Apps directly with on-premises apps

Each line of business has their preferred SaaS app of choice: Sales departments have Salesforce, marketing has Marketo, HR has Workday, and Finance has NetSuite. However, these SaaS apps still need to connect to a back-office ERP on-premises system.

Due to the complexity of back-office systems, there isn’t yet a widespread SaaS solution that can serve as a replacement for ERP systems such as SAP R/3 and Oracle EBS. Businesses would be best advised not to try to integrate with every single object and table in these back-office systems – but rather to accomplish a few use cases really well so that their business can continue running, while also benefiting from the agility of cloud.

Phase 3: Hybrid Data Warehousing with the Cloud

Databases or data warehouses on a cloud platform are geared toward supporting data warehouse workloads; low-cost, rapid proof-of-value and ongoing data warehouse solutions. As the volume and variety of data increases, enterprises need to have a strategy to move their data from on-premises warehouses to newer, Big Data-friendly cloud resources.

While they take time to decide which Big Data protocols best serve their needs, they can start by trying to create a Data Lake in the cloud with a cloud-based service such as Amazon Web Services (AWS) S3 or Microsoft Azure Blobs. These lakes can relieve cost pressures imposed by on-premise relational databases and act as a “demo area”, enabling businesses to process information using their Big Data protocol of choice and then transfer into a cloud-based data warehouse. Once enterprise data is held there, the business can enable self-service with Data Preparation tools, capable of organising and cleansing the data prior to analysis in the cloud.

Phase 4: Real-time Analytics with Streaming Data

Businesses today need insight at their fingertips in real-time. In order to prosper from the benefits of real-time analytics, they need an infrastructure to support it. These infrastructure needs may change depending on use case—whether it be to support weblogs, clickstream data, sensor data or database logs.

As big data analytics and ‘Internet of Things’ (IoT) data processing moves to the cloud, companies require fast, scalable, elastic and secure platforms to transform that data into real-time insight. The combination of Talend Integration Cloud and AWS enables customers to easily integrate, cleanse, analyse, and manage batch and streaming data in the Cloud.

Phase 5: Machine Learning for Optimized App Experiences

In the future, every experience will be delivered as an app through mobile devices. In providing the ability to discover patterns buried within data, machine learning has the potential to make applications more powerful and more responsive. Well-tuned algorithms allow value to be extracted from disparate data sources without the limits of human thinking and analysis. For developers, machine learning offers the promise of applying business critical analytics to any application in order to accomplish everything from improving customer experience to serving up hyper-personalised content.

To make this happen, developers need to:

  • Be “all-in” with the use of Big Data technologies and the latest streaming big data protocols
  • Have large enough data sets for the machine algorithm to recognize patterns
  • Create segment-specific datasets using machine-learning algorithms
  • Ensure that their mobile apps have properly-built APIs to draw upon those datasets and provide the end user with whatever information they are looking for in the correct context

Making it Happen with iPaaS

In order for companies to reach this level of ‘application nirvana’, they will need to have first achieved or implemented each of the four previous phases of hybrid application integration.

That’s where we see a key role for integration platform-as-a-service (iPaaS), which is defined by analysts at  Gartner as ‘a suite of cloud services enabling development, execution and governance of integration flows connecting any combination of on premises and cloud-based processes, services, applications and data within individual or across multiple organisations.’

The right iPaaS solution can help businesses achieve the necessary integration, and even bring in native Spark processing capabilities to drive real-time analytics, enabling them to move through the phases outlined above and ultimately successfully complete stage five.

Written by Ashwin Viswanath, Head of Product Marketing at Talend

cloud orchestration, Enterprise IT, hybrid cloud, Intel, News & Analysis

Intel backs software-defined-infrastructure to bolster position in hybrid cloud market

IntelIntel has backed the growth of software-defined infrastructure to bolster its management and orchestration position in the hybrid cloud market segment.

The company announced the launch of Xeon processor E5-2600 v4 product family, and the SSD DC D3700 and D3600 Series, alongside industry partnerships with VMware and the Cloud Native Computing Foundation. To boost its open-source credentials, Intel will also be collaborating with open-source players CoreOS and Mirantis.

“Enterprises want to benefit from the efficiency and agility of cloud architecture and on their own terms – using the public cloud offerings, deploying their own private cloud, or both,” said Diane Bryant, GM of Intel’s Data Center Group. “The result is pent-up demand for software-defined infrastructure. Intel is investing to mature SDI (software-defined infrastructure) solutions and provide a faster path for businesses of all sizes to reap the benefits of the cloud.”

It would appear Intel is backing the growth of SDI as a means of building its position the management and orchestration market. As part of the Cloud for All initiative, Intel is investing in others in the industry to accelerate SDI-enabled clouds. A survey from 451 Research also provides weight to the Intel position as 67% of enterprises plan on increasing spend on SDI over the course of 2016.

The E5-2600 v4 product family also includes Resource Director Technology which it claims will aid customers to move to fully automated SDI-based clouds. The updated product offering will provide 20% more cores and cache than the prior generation, which could provide an improved orchestration position, according to the company.

As part of the collaboration with CoreOS and Mirantis, Intel will assist in merging together the technologies to create an open-source solution to orchestrate container and virtual machine-based applications. It would appear that alongside the move to differentiate the brand through a SDI product offering, Intel are seemingly joining the charge on open-source propositions, a growing trend throughout the cloud industry.

Enterprise IT, hybrid cloud, News & Analysis, Oracle

Oracle expands cloud offering into customer datacentres

Oracle CloudOracle launched Cloud at Customer, a new service designed to extend Oracle’s cloud into a customer’s datacentre.

The service allows companies to place an Oracle cloud server within their own datacentre to create a hybrid environment where customers can choose whether to run workloads on the Oracle cloud or on premise. Oracle claims the new offering will remove a number of barriers to cloud adoption, as the customer will retain control on what data is stored where, removing any residency or security concerns for business critical data.

“We are committed to helping our customers move to the cloud to help speed their innovation, fuel their business growth, and drive business transformation,” said Oracle’s President of Product Development Thomas Kurian. “Today’s news is unprecedented. We announced a number of new Cloud Services and we are now the first Public Cloud Vendor to offer organizations the ultimate in choice on where and how they want to run their Oracle cloud.”

The company claims it is the first in the industry to offer such a service and aims to address security and regulatory barriers for cloud adoption. Oracle stressed the service complies with many security and data regulations including FedRAMP for the US federal government, Germany’s Federal Data Protection Act and the United Kingdom’s Data Protection Act.

Data security and residency has been a topic of healthy discussion in recent months following the EU decision to dismiss Safe Harbour and the introduction of its successor Privacy Shield. Oracle could be capitalizing on the concerns of cloud buyers as it claims the offering answers business, legislative and regulatory obstacles enterprise organizations face when considering the transition to a cloud platform.

The new product launch forms part of Oracle’s general cloud offensive. “Oracle is now selling more new SaaS and PaaS annually recurring cloud revenue than any other company in the world including Salesforce.com,” said Executive Chairman Larry Ellison, during the quarterly earnings call.

“We are growing much faster than Salesforce.com, more than twice as fast. Because we sell into a lot more SaaS and PaaS market than they do. We compete directly with Salesforce.com in every segment of the SaaS customer experience market including sales, service and market.”