“We can actually bring our manufacturing closer to that customer, which by definition changes the supply chain.” – Tony Uphoff on Cloud Wars Live
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On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.
With Workday Rising opening today, let’s preview 3 key questions Workday faces as it embarks on a journey toward becoming a $10-billion global powerhouse.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
LinkedIn choosing to move its 645 million users to Azure poses some interesting questions. Ex: what features of the Microsoft cloud convinced LinkedIn?
Google Cloud and Salesforce each announced multi-billion dollar acquisitions about 72 hours apart. Here’s what’s behind the Looker and Tableau deals.
“We’re starting to see things at this tipping point, after which unstoppable change occurs.” I spoke with SVP Steve Daheb about Oracle Cloud breakthroughs.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
During IBM’s quarterly earnings call this week, CFO Jim Kavanagh mentioned “hybrid” 28 times, focusing on the IBM Future Hybrid Cloud,
Salesforce, SAP, and Oracle’s CRM battle will continue to escalate in 2019. Read why Salesforce is in a great position to dominate the race.
Satya Nadella’s cloud business, Microsoft, is growing at a stunning 58%–and the enterprise cloud hasn’t even begun to reach the fat part of the market.
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”