The primary ingredient in digital transformation is optimizing the customer experience. Read how 2 Microsoft manufacturing customers describe their efforts.
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Hear Cloud Wars Live with Joshua Greenbaum, an industry analyst and consultant who’s been following the enterprise software market for 30 years.
The cloud’s ability to completely revolutionize customer engagement & experience is the dominant topic for CEOs of many leading vendors in the Cloud Wars.
As competition among top cloud vendors intensifies, cloud customer success is rapidly emerging as strategic differentiator more important than snazzy tech.
Some of Microsoft’s largest customers are moving their production SAP workloads as well as other mission-critical applications to the Azure Cloud.
The enterprise AI battleground is shifting from model access to operational context, governance, and differentiated execution infrastructure.
Oracle’s Mike Sicilia explains how the company’s healthcare solutions offer its customers soup-to-nuts automation and privacy unrivaled by its cloud space competitors.
It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
“We’re starting to see things at this tipping point, after which unstoppable change occurs.” I spoke with SVP Steve Daheb about Oracle Cloud breakthroughs.
As SAP prepares to host 22,000 of its nearest and dearest next week in at its annual Sapphire event in…
Since returning as CEO, Aneel Bhusri has reshaped Workday’s agentic AI strategy, eliminating or combining simpler agents while prioritizing sophisticated AI systems capable of solving complex HR and finance problems and delivering measurable customer ROI.
ServiceNow CEO Bill McDermott is positioning cybersecurity as a major growth engine, combining rapid security-business expansion, strategic acquisitions, new leadership, and Autonomous Security while maintaining the company’s broader identity as the AI control tower for business reinvention.
Workday CEO Aneel Bhusri is increasingly bullish as rapid AI adoption, strong revenue growth, trusted enterprise context, and faster innovation strengthen Workday’s competitive advantage.
With AI run rate approaching $600 million and 5,500 customers using AI solutions, Workday is seeing powerful early evidence that its AI strategy is gaining traction.
Google Cloud’s Q2 revenue reached $24.8 billion, up $4.8 billion sequentially. Microsoft Cloud also added $4.8 billion, while AWS added $4.6 billion, suggesting remarkably close competition for incremental customer spending among the three hyperscalers.
While Microsoft generated $59.3 billion in quarterly cloud revenue, Google Cloud’s much faster growth suggests the AI revolution is rapidly reshaping the competitive landscape.
Ahead of Microsoft and AWS earnings, Google Cloud has established a commanding growth advantage, with revenue increasing 82% and backlog soaring 390%, signaling strong customer confidence and significant future revenue opportunities.
Google Cloud’s $4.8 billion sequential revenue increase establishes a new benchmark for Microsoft Cloud and AWS as investors prepare for their upcoming earnings reports.
Google Cloud and Palantir are accelerating faster than many AI competitors because customers value measurable business transformation over technical benchmarks such as model size or context windows, creating exceptional momentum in the rapidly expanding AI economy.
Cecilia Flombaum and John Scandar explain how AI is reshaping enterprise sales cycles, with increased focus on governance, ROI, and the convergence of business applications and modern work platforms.