Microsoft and Honeywell join forces to deploy new cloud and AI innovations to modernize the industrial landscape here on planet Earth.
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Thomas Saueressig, SAP executive board member, shares the differences between SAP’s CX model and Salesforce’s traditional CRM.
Market-cap madness: the market cap of ServiceNow rose to $101 billion while that of its new AI partner IBM slumped to $104.5 billion.
During one of the greatest enterprise-tech markets ever, why does IBM have 4 zero-growth businesses with weak connections to its strategy?
IBM CEO Arvind Krishna should use Monday’s Q3 earnings announcement to clarify five key issues essential to IBM’s future.
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
The Citrix Cloud Summit features strategic overviews of digital transformation and the vital role of the cloud in the global digital economy.
Why IBM CEO Arvind Krishna should keep swinging at every part of IBM that is not precisely aligned with their newly streamlined vision.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
Microsoft is joining Google Cloud and SAP in offering a new generation of AI-powered industry-specific solutions.
Adobe CEO Shantanu Narayen continues to back the company’s Digital Experience enterprise business despite minimal growth.
On the Cloud Wars Live podcast, Tony Uphoff and I talk about the gift of speed and how technology is making companies much more agile.
My rationale for giving credence to Larry Ellison’s claim—and, more important, his belief—that Oracle can rise to the top of the IaaS market.
Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
On the Cloud Wars Live podcast, Bonnie Tinder talks negotiations with the C-Suite (and especially the CFO) on digital transformation and more.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.