Oracle and Salesforce compete head-on in the cloud, but the two couldn’t be more different in how they use earnings calls to showcase customers and wins.
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I believe that the SAP challenge to Salesforce for CRM leadership prompted Marc Benioff to develop and/or accelerate his customer-experience vision.
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
The vibrancy of the dynamic SaaS segment is on full display in new customer-centric initiatives from Cloud Wars leaders Salesforce and Workday.
Speaking at a recent investors conference, Aneel Bhusri touched on the Workday + Walmart deal, and how new people-based apps have doubled the HCM market.
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast…
Details are emerging about how Red Hat might make IBM’s $19-billion cloud business an engine of growth once again. Here are some insights into the plan.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud has moved up to #6 in the Cloud Wars Top 10 on the strength of its recent $2B Q.
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.
10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
In this podcast episode: ThomasNet.com CEO Tony Uphoff and I discuss the business implications of a changing U.S. workforce made of 50% millennials.
Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.
The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.
“Wayne Sadin on Digital Strategy” episodes will explore the fast-changing and high-stakes world of digital business. We’ll focus on what…
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
The recent announcement of a new partnership between Microsoft and ServiceNow shows how Microsoft is besting Amazon in cloud: customer-centric deals.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.