Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
In this Cloud Wars Minute, Bob explains Salesforce passing SAP in the enterprise apps business and what it means for both cloud vendors moving forward.
Highlights
00:01 — SAP has led and at times dominated the sphere of enterprise apps business for nearly its entire 50-year existence.
00:48 — Just this week, Salesforce reportedly leapfrogged SAP as the world’s largest provider of enterprise apps.
01:13 — For the period ending July 31, Salesforce reported revenue of $7.72B compared to SAP’s $7.52B.
01:47 — Co-CEO Marc Benioff noted on Salesforce’s recent sales call how significant the milestone was for his company, and how much respect he has for SAP.
02:18 — “First you’re ahead, then you’re behind.” SAP’s cloud business is still going strong with 34% cloud growth rate in Q2.
02:55 — This isn’t a case of SAP stumbling, but an indication of Salesforce’s powerful influence on the cloud wars growth market.
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