As things in every industry are changing incredibly fast, all leaders can learn from the outlook McDermott cultivates inside ServiceNow.
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I’m puzzled by 3 comments Marc Benioff made on Salesforce’s recent Q4 earnings call. Read more from Cloud Wars.
The Microsoft leader clearly alluded to AWS when he said cloud providers that compete with customers in other biz will never establish trust.
The expanded Amazon deal with TCS gives AWS more of a presence in the mainframe world it has sought for 15 years to replace.
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%.
On the Jan. 27 earnings call, Satya Nadella casually mention that Microsoft’s security business did more than $10 billion in revenue in 2020.
To truly understand the ServiceNow phenomenon, the best place to start is inside the relentlessly quotable mind of CEO Bill McDermott.
During the Microsoft fiscal Q2 earnings call, Satya Nadella and Amy Hood revealed how Microsoft has become the world’s #1 cloud provider.
Workday is the only 2-CEO vendor among cloud leaders —and co-founder and co-CEO Aneel Bhusri is thrilled with his new working arrangement.
SAP CEO Christian Klein on the company’s future – reimagined business models, co-innovation with customers, and vertical-industry solutions.
Oracle claims that its Autonomous Data Warehouse has three significant advantages over category-king Amazon and shiny new object Snowflake.
Six takeaways from CEO Andy Jassy’s opening keynote to the AWS re:invent conference, including the impact COVID-19 has had on cloud adoption.
If these companies migrate to Oracle Exadata Cloud Service X8M, that would represent a huge boost for Oracle’s rising fortunes in the cloud.
It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
Will infrastructure leader Amazon acquire Zoom, in preparation for the digital future and to grab back the microphone in the Cloud Wars?
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
How Oracle is invigorating its Oracle Analytics business and leadership under the direction of group vice president Bruno Aziza.
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.