While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
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New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
As COVID-19 emerged as a pandemic, Microsoft, Amazon & Salesforce were among the first to establish WFH to protect employees & offer free tech solutions.
ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
Eager to move from underperformer to world-class competitor, Google Cloud and CEO Thomas Kurian have outlined some key themes at the Next ’19 conference.
The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.
Blockchain has enormous potential, that might be just what Oracle needs to reignite its sprawling cloud business, which has has lower performance.
Salesforce highlighted product announcements and expanded partnerships at its Dreamforce event.
Salesforce data shows financial services, retail, and hospitality leading in AI agent deployment, driving major operational efficiencies.
Microsoft debuts its first in-house AI models — MAI-Voice-1 and MAI-1-preview — signaling a shift away from OpenAI reliance.
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
Google Cloud partners with the UK Government to modernize outdated systems, aiming to cut costs by $50 billion while enhancing public service delivery.
Since taking over during the pandemic, Christian Klein led SAP through massive growth, tripling market cap and driving innovation in AI and cloud while advising Europe to partner smartly rather than replicate US tech infrastructure.
Deloitte and Salesforce expand their AI alliance with Agentforce to deliver personalized, industry-specific front-office solutions powered by generative AI.
As federal agencies embrace cloud technology, Workday aims to lead the charge with its financial and HCM applications, tapping into a vast opportunity for modernization.
Oracle exec takes aim at Biden Administration’s proposed AI regulations as overreaching, unrealistic, and poised to give the upper hand to other nations including China.
Subscription revenue grows 15.8% in Q3, but Workday faces competitive pressures and slower FY26 growth projections.
Interview with SAP CEO Christian Klein provides perspective on the regulatory differences and approaches between Europe and the US.