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In today’s Cloud Wars Minute, I explore Workday’s shift to public cloud services with AWS and Google, and the potential for future partnerships with Microsoft and Oracle to drive more innovation and value for their customers.
Highlights
00:14 — I want to talk about Workday’s recent public cloud moves. For a long time, Workday used its own data centers to run its applications business. Recently, it’s moved to the public cloud with both AWS and Google. I wonder if Workday will extend this hyperscaler partnership trend to Microsoft and Oracle. These two are competitors to Workday in the enterprise application space.
01:20 — Workday Senior Vice President Campbell Webb said this about the move to the public cloud: “We are substantially expanding our public cloud offering because that helps us deliver unique value to our customers and gives our customers more opportunities for innovation.”
Ask Cloud Wars AI Agent about this analysis
03:01 — Despite the intense software-as-a-service (SaaS) competition they pose to Workday, or in the spirit of some of these multi-cloud deals that have come up lately, will Workday choose to add Microsoft and Oracle as hyperscalers to deliver yet more innovation to their customers?