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I wanted to like Kara Swisher's recent piece about Facebook's attempt to wrestle with its demons, but I can't. It feels too much like self-delusion. To cut to the chase, Facebook announced it was forming an oversight board with responsibilities for policing its domain and reducing or even eliminatin...

I have been writing about Salesforce for 20 years. That's incredible for me because aside from marriage, there's nothing in my life I've done so consistently for so long. Perhaps like a marriage, the thing that's been attractive about Salesforce is its constantly changing nature. The company went th...

The software development lifecycle reminds me of the proverb of the three blind people confronting an elephant. One grabs the trunk and says it's a snake, another touches a tusk and says it's a spear, while the third feels its side and calls it a wall. The moral is that perception has a lot to do wi...

I was speaking to an Oracle executive about some of the company's announcements at OpenWorld, and my impression that the company has changed so much that it is difficult to recognize it from the entity it was just a few years ago. On the macro side it's easy to see that Oracle has transitioned from ...

Q1 in any business is the toughest for generating revenue and Oracle is no exception. In its Q1 earnings call it admitted missing by about $70 million on a $9.2 billion nut: small but consequential. No need to run for the smelling salts though, Oracle has been here before and it's got this. It shoul...

It has been my belief for several years that our industry is trending toward the formation of an information utility. I draw this conclusion carefully based on my understanding of how markets develop and commoditize. I consider the beginning of the modern IT era as the early 1970s. You can graph a r...

So now Oracle is appealing the Pentagon's award to Amazon of its $10 billion JEDI contract to provide cloud computing solutions. "The Court of Federal Claims opinion in the JEDI bid protest describes the JEDI procurement as unlawful, notwithstanding dismissal of the protest solely on the legal techn...

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...

In a world where information is expected to be free, G2 just made its research reports available to the public gratis. Sure, you have to be a registered user, but how hard is that? From what I know so far, these are interesting reports, but they may not be the last word because they're primarily hig...

What's the big deal, I thought? Last week Salesforce announced it was paying in the range of $1.35 billion for ClickSoftware, a private field service automation and workforce management company. At first, I attributed it to a slow summer news cycle when many people in the industry are off trout fish...

Oracle just published some commissioned research that gives us insights into both CRM generally and the times we live in. A study of more than 1,100 people across several generations found the following: Almost half of consumers have blacklisted a brand as the result of a bad experience; more than o...

The DoJ is opening antitrust investigations into some of the biggest tech companies around, including Facebook, Google, Amazon and others. This is nothing that either the public or the companies involved should fret about. It is part of the evolution of the tech sector. We've been through this kind ...

It was bound to happen. Salesforce was going to China at some point, and it announced that action this week saying it was partnering with Alibaba. There are so many ways to read this, but I don't have the filters to resist comparing the announcement to what Robin Williams once said about cocaine: "C...

I've been spending time this summer barnstorming Barnes & Noble bookstores in New England signing copies of my book on repairing climate change, The Age of Sustainability. These were my first visits to bookstores as a seller, not a customer -- and I previously hadn't visited a store in a while.

Oracle has announced plans to combine its more than 18 related analytics products under a single banner, Oracle Analytics, making it easier for customers to figure out what they need. It's not unusual for a company to innovate a string of offerings before consolidating them into a single product lin...

If you're one of the geniuses who advised selling Oracle shares ahead of this week's earnings call, you might want to recheck your calculations. On your slide rule. The headline on Oracle's statement is all you need to begin the self-recriminations: "Q4 FY19 GAAP EPS UP 36% TO $1.07 and NON-GAAP EPS...

Salesforce has a genius way of putting people at ease and opening their minds before any of the company's representatives say a word about product. People who study neuropsychology point to the importance of ensuring that the audience's prefrontal cortexes are wide open and ready to transact ideas.

Salesforce has announced an all-stock deal to acquire analytics powerhouse Tableau Software. Salesforce will pay 1.103 of its shares for one Tableau share. The deal is expected to finalize by the end of October, about a month before Dreamforce. A number of questions arise from this deal. For instanc...

Salesforce has used its Trailhead learning system to teach developers how to program on its Lightning platform for more than five years. The company last week completed its fourth highly successful TrailheaDX conference, which attracted 14,000 people to the Moscone Center in San Francisco. There ar...

Many of us think of blockchain as the technology that prevents counterfeiting digital currencies like bitcoin. However, the so-called cryptocurrencies have hit the rocks recently, losing value or at least fluctuating wildly, making them look more like the stocks of startups than stores of value. Sti...