Oracle reported strong Q3 results with $5.1 billion in total cloud revenue, up 25%, but acknowledged falling short of meeting customer demand due to data-center capacity constraints.
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SignUp Software CEO Olof Hedin provides insights on market trends and describes how those trends impact the Office of the CFO today.
Businesses exhibit strong confidence in cloud and AI, reflected in soaring RPO and backlog figures from Workday, Snowflake, and Salesforce. Substantial long-term commitments highlight aggressive investments in these companies’ software.
Workday’s co-founder Aneel Bhusri transitions to executive chairman, and cites six key strategic areas, including AI integration, industry-specific solutions, and cybersecurity, as the company aims to double revenue to $15 billion.
Workday’s Q4 results showcase a robust fiscal performance with a 19% surge in subscription revenue, hitting $6.6 billion for fiscal 2024.
Has Microsoft surpassed AWS as the leader in the enterprise cloud? Financial figures show Microsoft’s cloud revenue consistently outpacing AWS.
Highlighting optimistic subscription-revenue trends for Workday, decoding Salesforce’s cautiously optimistic signals for a potential growth turnaround, and expecting continued strong growth for Snowflake driven by AI and expanding data initiatives.
Partnering with Soracom, Couchbase makes it easier for customers to connect IoT devices in diverse geographical locations and remote areas where connectivity is often difficult.
Snowflake, Workday, and Salesforce experience the greatest market cap percentage gains among the Cloud Wars Top 10. The index reflects customer confidence in these firms.
The Cloud Wars Cloud and AI Confidence Index reaches an all-time high, led by Microsoft, Google, and Amazon, which all gained well over $1 trillion in market cap.
Supermicro’s recent stock surge is fueled by innovative tech solutions, strategic AI focus, and a commitment to customization and sustainability.
IBM has expanded the list of countries — to include four in Europe — in which partners can sell IBM applications listed in the AWS Marketplace to customers.
SAP CEO Christian Klein is making a substantial commitment to Business AI, investing $1.1 billion and shifting 8,000 positions amid the GenAI Revolution.
Google Cloud and Kyndryl bring their respective platforms and services together to help customers drive GenAI results and do so responsibly.
The elevation of Carl Eschenbach and Rob Enslin to sole CEOs of Workday and UiPath likely points to the end of the co-CEO model and important new strategic directions for both firms.
ServiceNow CEO Bill McDermott discusses the transformative power of GenAI and the cloud, urging business leaders to reimagine their companies’ futures and embrace digital transformation with a focus on customers.
Google Cloud claims the #1 spot in the Cloud Wars growth chart with a 25.7% growth rate and $9.2 billion in revenue, amid shifting industry dynamics.
Google Cloud CEO Thomas Kurian discusses the company’s growth, attributing it to customer trust and a focus on delivering innovation.
Thomas Kurian discusses how Google Cloud supports its customers, the application of AI, and its Gemini offering in this exclusive CEO Outlook 2024 discussion.
A reflection on Microsoft CEO Satya Nadella’s tenure, which has seen the remarkable transformation from a ‘Cloud-First’ vision to Microsoft’s dominance in the cloud.