40-year-old Christian Klein gave a confident performance on the SAP Q2 earnings call of which a CEO of any age would be proud.
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As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
On the Cloud Wars Live podcast, Charles Araujo breaks down the meaning of “empathic design” and how it can help business leaders make it through crises.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
Stream the Cloud Wars Live podcast to hear Wayne Sadin explain why COVID has flattened some companies, while others will come out of the crisis stronger.
In the launch of new cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle’s plan to beat Amazon.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
First in a 10-part series on the biggest challenge facing each of the Cloud Wars Top 10: Microsoft has forged lots of partnerships. Can it keep them?
Through Workday Launch, it expects to shorten go-live time for HCM apps to 6 months or less and reduce expenses by up to 35%. Your move, Oracle.
Amazon’s new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.
Stream the first episode of “Tinder on Customers,” a new Cloud Wars Live podcast series with Raven Insights founder and customer expert Bonnie Tinder.
Building on an alliance launched half a century ago, IBM and SAP are calling their new initiative “the evolution partnership.”
Last week in Oracle’s Q4 earnings call, Larry Ellison said not a single word about SAP customers defecting to Oracle that he had twice promised.
Stream this episode of the Cloud Wars Live podcast to hear Charles Araujo on “the new resilience,” and why leaders need to think beyond business continuity.
One of the customer wins that Larry Ellison mentioned on the Oracle Q4 earnings call was Goldman Sachs, which he says had a failed Workday implementation.
Larry Ellison & Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings call to highlight HCM momentum, Autonomous Database revenue growth, and more.