Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
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SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
The Wall Street Journal reports that Bank of America has slashed billions of dollars in IT infrastructure costs during as it migrates to the private cloud.
IBM is exploiting its unmatched financial-services expertise by creating that industry’s first public-cloud platform with Bank of America.
Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet…
Stream a new podcast episode of Ammirati on Innovation, where Sean and I debate the wisdom of SoftBank’s new investment into the WeWork business, and more.
This sponsored episode is brought to you by Cloudera. || Stream my conversation w/ Cloudera CMO Mick Hollison about enterprise data & their Cloud Platform.
Stream the new Uphoff on Industry, a Cloud Wars Live podcast. Tony and I discuss the diminishing role of the sales rep and the knowledge of the customer.
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
Its most recent earnings announcement marks the first time that Microsoft cloud revenue exceeds one-third of the company’s total revenue, at 35%.
ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.
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%.
Stream a new episode of Cloud Wars Live, with Wayne Sadin talking about the CIO role and how it’s changed. CIOs should really be the Chief Process Person.
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.
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.