SAP’s big 2020 challenge is this: can it convince a marketplace that thinks in terms of ERP-HCM-ERP that experience management is the new model?
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Salesforce co-CEO Marc Benioff has been the world’s primary driver of the CRM category’s ascendancy, so he is in a perfect position to redefine it for 2020.
The cloud vendor’s phenomenal growth will crumble if Microsoft Azure and its reputation for reliability is anything less than superb in 2020.
Workday says its Financials biz will become its biggest revenue driver, underscoring the vendor’s ability to be a broad-based supplier of enterprise apps.
Why Salesforce executives are lavishing praise on MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player.
SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)
“We’ve always talked about predictive analytics, but they’re now a reality,” said Workday CEO Aneel Bhusri said in a recent exclusive Cloud Wars interview.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.
Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
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…
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.
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.
Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
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.
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.
Stream the latest episode of Cloud Wars Live to hear VC Sean Ammirati’s thoughts on WeWork’s fishy metrics and the departure of CEO Adam Neumann.
Stream the latest episode of Uphoff on Industry, a series from Cloud Wars Live, about the need for software companies to focus on “customer success.”
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.