New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.
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As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.
There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.
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.
Bill McDermott is stepping down as co-CEO of SAP. As someone who worked at SAP in 2011, I experienced McDermott’s courageous leadership firsthand.
As IBM prepares to release Q3 results on Oct. 15, let’s take a look at the much-needed boost it expects to get from the infusion of Red Hat revenue.
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
Q3 cloud revenue: for the 3 months ended Sept. 30, I expect that the Cloud Wars Top 10 vendors should combine for more than $40 billion.
At Oracle OpenWorld 2019, Larry Ellison introduced Autonomous Linux and offered his perspectives on the unique value it offers to business customers.
It was fascinating to hear Azure exec Jason Zander describe Microsoft’s billion-dollar cloud deals, and how the company has been able to land them.
Since we’ve taken a close look at Oracle and its Autonomous Database, I asked Microsoft for its take on self-tuning, self-securing databases.
This article is brought to you by Cloudera. || Insights about the data-powered future from a new Harvard Business Review Analytic Services report.
During Oracle OpenWorld this week, the longtime leader of Oracle’s applications business Steve Miranda spoke about breaking down traditional SaaS silos.
Larry Ellison announced at OpenWorld that Oracle is expanding its partnership w/ Microsoft and promised to vault past Amazon in key infrastructure category.
Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.
Oracle founder Larry Ellison delivered extreme buildup for the industry’s first and only self-driving autonomous database during last week’s earnings call.
Stream the latest episode of Uphoff on Industry, where Tony and I talk the changing nature of change management, “new collar” jobs, and more.
Salesforce has launched a new ad campaign that will further obliterate the archaic models of B2C and B2B. Here’s how CMO Stephanie Buscemi explained it.
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?