Meaghan McGrath

Technology professional. Proud New Englander. Miami Hurricane alumna.

All views my own.

[DJ Paoni @PaoniDJ]

On Tues at 5pm, @SAP’s Richard Primm got a text from a client asking for help to find 500 hospital beds. With @SAPAriba he connected the company with a vendor within 30 min. An amazing example of the power of #tech in times of crisis: https://t.co/ELdKyI4aSB

[Meaghan McGrath @McgrathMeaghan]

As #Alibaba Cloud continues to prove itself as a relevant public #cloud PaaS & IaaS challenger, @TBRinc is launching a new report focused on the vendor to provide subscribers with ongoing insights into the business’ performance https://t.co/bT79cIxK5Z

[Meaghan McGrath @McgrathMeaghan]

@Phil_Dunn1 Yes, that majority of analysts & press aren't digging into the published supplements that separate Azure growth from the other products you listed.

[Meaghan McGrath @McgrathMeaghan]

More changes to #Oracle's reporting structure... this time hiding cloud and license dynamics within aggregate segments. Ambiguity could very well be indicative of performance issues.

[Meaghan McGrath @McgrathMeaghan]

@Phil_Dunn1 Not saying BYOL isn't successful; IMHO it will be a KEY to ORCL long-term success. But as it stands, the bulk of support rev is not BYOL-related and it's not a valid reason for the aggregation. If legacy IaaS is going away & NetSuite gaining traction, aaS was about to improve.

[Meaghan McGrath @McgrathMeaghan]

My take on #Oracle's earnings: once-important cloud segments hidden in recurring revenue aggregation; no value or insight added in doing so. More thoughts here: https://t.co/OdPJH7n5Zb

[Meaghan McGrath @McgrathMeaghan]

@Phil_Dunn1 Yes, a bit more verbal clarity from the call so far, but overall still less transparent, especially on the various cloud segments. Good success noted in many areas, but the SaaS goals that were so important to Oracle a year ago now can't be measured

[Meaghan McGrath @McgrathMeaghan]

@Phil_Dunn1 Yes, they're not alone in aggregating segments, but MSFT gives supplemental info that goes much deeper and identifies commercial cloud revenue. Odd timing for Oracle as SAP becomes more transparent and Oracle recently pinned exec goals to SaaS, PaaS&IaaS performance..

[Meaghan McGrath @McgrathMeaghan]

#AWS’ revenue expansion outpaces peers like #Microsoft #Azure with widespread #machinelearning and database uptake https://t.co/gCdlOYkc9o #cloud

[Meaghan McGrath @McgrathMeaghan]

#Oracle #cloud growth softens between acquisitions and platform maturation https://t.co/HhaBaRS0pU

[Meaghan McGrath @McgrathMeaghan]

#AWS’ innovation propels more #cloud growth and still manages to expand profits https://t.co/MLBOciRiGT

[Meaghan McGrath @McgrathMeaghan]

#Enterprise messaging takes root to propel #GoogleCloud to $1 billion https://t.co/Shj8aHBXky

[Meaghan McGrath @McgrathMeaghan]

#ServiceNow refines #customersuccess to further land and expand efforts https://t.co/2UWTRv7pkf

[Meaghan McGrath @McgrathMeaghan]

w/ few prod anncmts ahead of re:Invent, #AWS still manages to dominate #AMZN fin. performance, eclipsing $1B profit https://t.co/3If6pkxxu0

[Elaina Stergiades @SW_Support]

Most of my conferences this year have focused on automation as security play; I can see the benefits but question market readiness #OOW17

[Meaghan McGrath @McgrathMeaghan]

"more automation means higher security, but you've got 2 B willing to pay less... automation costs less & does a better job" -Ellison #oow17

[Meaghan McGrath @McgrathMeaghan]

#Oracle's Ellison 2 keynotes hammer a) AWS to get across autonomous #DB benefits & b) Equifax hack to build relevancy of automated #security

[Meaghan McGrath @McgrathMeaghan]

@CMooshian personally have bad connectivity, but otherwise things are a bit less hectic this year -- biggest announcements: autonomous DB & security