Highlights
01:08 — There are more earnings reports rolling in from Cloud Wars Top 10 companies. Bob looks at SaaS companies Workday and Salesforce.
01:46 — Workday’s growth has accelerated over the past four quarters. Salesforce experienced similar growth, equating to more than $7 billion per quarter.
02:40 — Both companies raised their guidance for the coming period.
03:05 — Both Workday and Salesforce have displayed powerful demand across all product lines and regions of the world.
03:25 — Fewer companies are seeing IT as cost centers. Instead, tech investments have become essential to moving business into the future.
