Can Grow Into a $10 Billion Company?

It can, if it can grow its service and marketing clouds into billion-dollar businesses, one analyst says.

Oracle May Be Flat in Q2, but It May Be Warming Up for a Strong 2014

Sales may even fall when it reports earnings on Wednesday. But new products could fuel good news next year.

As NetSuite Beats Expectations on Earnings, Fireworks Erupt With SAP

“A tale of two companies,” CEO Zach Nelson says.

Convercent, Compliance Software in the Cloud, Lands $10 Million From SAP Ventures

Tracking the nitty-gritty business of compliance in the cloud.
istockphoto_581154-pile-of-money and Workday Team Up in the Cloud

With so many shared customers already, it makes sense.

Okta’s $27 Million Series D Comes as Europe and Asia Embrace the Cloud

Who knew the identity business was so big?

Bessemer Venture Partners Launches $100 Billion Cloud Index

The cloud is definitely no longer a fad.

NetSuite Q2 Earnings Beat Street Estimates Handily

Sales were up 35 percent year on year.

Anticipating IPO in 2014, Ping Identity Raises $44 Million Series F

A vision in which enterprise security pivots around the identity.

News Byte

Outbrain Exec Guttman Hired to Oversee SoftBank’s $51 Million NY-Focused Startup Fund

Josh Guttman, who has most recently been an exec at content discovery platform Outbrain, has become a partner at Softbank Capital to manage its New York-focused startup fund. Guttman, who is an active angel investor in the region, will oversee the $51 million fund that the venture firm recently announced that will be aimed at high-growth opportunities in social, e-commerce, digital media and software-as-a-service startups in New York. (You can read a sharp post Guttman recently penned for AllThingsD on native advertising here.)