When fiscal Q4 earnings come out on February 25, we’ll be watching to see if the Salesforce growth rate gets back up above 20%.
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On the Jan. 27 earnings call, Satya Nadella casually mention that Microsoft’s security business did more than $10 billion in revenue in 2020.
During one of the greatest enterprise-tech markets ever, why does IBM have 4 zero-growth businesses with weak connections to its strategy?
IBM CEO Arvind Krishna should use Monday’s Q3 earnings announcement to clarify five key issues essential to IBM’s future.
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
Why IBM CEO Arvind Krishna should keep swinging at every part of IBM that is not precisely aligned with their newly streamlined vision.
Salesforce founder Marc Benioff yesterday warned CEOs and top executives that today’s passivity will lead to tomorrow’s irrelevance.
Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions.
Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.
A few reasons why I believe that Satya Nadella and the Microsoft executive team are extremely pleased with continued hyper growth from Azure.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
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.
MuleSoft has had a major impact, but it is Tableau analytics that’s turning Salesforce into a company that can help you see what the future holds.
Few if any companies have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through.
With the news of two new Microsoft acquisitions in the networking and telecom space, traditional players in that industry better step up their game.
Guest author Jiri Kram takes through the last decade or so, to explore how 151-year old Goldman Sachs is becoming a technology company.
To diginomica.com, SAP CEO Christian Klein predicted increasing tension with Microsoft & Google over applications & control over customer transformations.
In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says “sayonara” to Oracle databases.