- Bloomberg reports Microsoft (MSFT +0.1%) and Salesforce (CRM +2.2%) are near a deal that will allow Salesforce's cloud CRM apps to run on Microsoft's Azure cloud infrastructure/app development (IaaS/PaaS) platform. The companies are also reportedly discussing a data-integration deal involving Salesforce's apps and Office.
- The report is particularly notable in light of the rivalry between the companies: Microsoft's Dynamics CRM apps (offered both on-premise and over the cloud) compete against Salesforce's apps, and Azure squares off against Salesforce's Heroku and (to a lesser extent) Force.com PaaS platforms.
- But Satya Nadella has made it clear he's willing to increase Redmond's support for rival products/platforms when customers demand it. Microsoft is also intent on pulling out all the stops to challenge Amazon's public cloud leadership; Azure revenue rose 150% Y/Y in the March quarter.
- Last year, Salesforce struck a data integration deal with another major rival, Oracle. That deal also called for Salesforce to standardize to buy Oracle's Exadata systems and standardize on its databases/middleware. More recently, Salesforce launched a service that lets Heroku apps built by third parties integrate with Salesforce's apps.
From other sites
Video at CNBC.com (Jun 1, 2015)
at CNBC.com (Jun 1, 2015)
at CNBC.com (May 28, 2015)
Video at CNBC.com (May 26, 2015)
at CNBC.com (May 22, 2015)
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