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What’s Going On With Oracle?

Oracle appears to be undergoing a kind of resurgence during the coronavirus crisis. Financial analysts are saying nice things. Its technology, which always has been good, is seeing an interesting uptick. All of this is buffing the company's image after years of, yes-but responses from the market -- ...

INSIGHTS

Zoom Oracles Its Way to Center Stage

Oracle and Zoom just entered a deal that for once is more about technological audacity than about dollars -- a partnership to host Zoom on Oracle Cloud Infrastructure. In just a few months -- basically since the beginning of the novel coronavirus pandemic -- Zoom has seen demand for its service grow...

Salesforce just announced it would buy Vlocity -- a startup with all the markings of a unicorn including a billion-dollar valuation -- for $1.33 billion. Vlocity was cofounded and led by David Schmaier, who was executive vice president at Siebel Systems in its go-go years. When Oracle bought Siebel ...

That time of year is upon us once again, and stress levels for Amazon vendors are starting to build. The arrival of spring means renegotiating your vendor terms with Amazon, which seem to grow stricter year-after-year. However, with more than 50 percent of all Amazon sales coming from third-party se...

A U.S. District judge has ruled that Sprint and T-Mobile, the nation's third- and fourth-largest mobile carriers, can go forward with a $25 billion merger. The deal will not close until the California Public Utilities Commission approves the transaction, but clearing this latest hurdle moves the two...

Google has inked a deal to acquire 6-year-old Ireland-based firm Pointy for $163 million. Pointy provides a $900 box with built-in cellular connectivity, which lets brick-and-mortar retailers list their stock online. It plugs into the retailer's barcode scanner and automatically obtains accurate pro...

Amazon, Apple, Google and the Zigbee Alliance are teaming up on a new IP-based standard for smart home device connectivity. Connected Home over IP will be an open source project. A working group will define a specific set of networking technologies to enable communication across smart home devices, ...

INSIGHTS

Dreamforce Points to New Disruption

There were more than 170,000 people at Dreamforce a couple of weeks ago, and many more watching from afar. Also, there were well over 2,000 sessions. Numerous announcements sprang from the big Salesforce event. Some announcements and sessions, like the Tim Cook fireside chat, stand out. Of the top s...

INSIGHTS

Salesforce and Microsoft in Another Deal

With Dreamforce approaching, it's no surprise that Salesforce is making a flurry of announcements. What is surprising are two big ones involving partnering with other vendors, mostly on infrastructure -- announcements that I believe make the idea of an information utility more real with each passing...

Google plans to launch checking accounts next year. "We're exploring how we can partner with banks and credit unions in the United States to offer smart checking accounts through Google Pay, helping their customers benefit from useful insights and budgeting tools," a spokesperson said. "Our lead par...

INSIGHTS

Autonomous Linux and the IT Utility

Oracle came late to cloud computing, joining the fray only after competitors like Microsoft and Salesforce had established dominant positions, and newcomer Amazon Web Services leaped from a standing start to a position of dominance. Amazon is so strong in the cloud that it is on the cusp of extingui...

Dish Network and Fox Corporation were able to come to terms last weekend, ending the blackout of Fox owned-and-operated local stations, as well as FS1, FS2, BTN, Fox Soccer Plus and Fox Deportes. The blackout of those channels, which began late last month, was notable for its timing. The fall colleg...

The Trump administration has begun inserting legal protections into trade agreements to shield online platforms like Facebook, Twitter and YouTube from lawsuits. That move could help lock in America's tech-friendly regulations around the world even as they are being questioned at home. The legal pro...

INSIGHTS

Salesforce Q2 Earnings: No Worries

Salesforce continues to grow, albeit a little slower than in prior quarters. At least that's my reading of a $4.0 billion quarter that's 22 percent better than the same quarter a year ago. I am used to seeing growth percentages in the high 20s but I am not concerned about a slowdown. I don't know if...

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