Bob shares insights on data cloud juggernaut Snowflake FY22 Q4 earnings of $1.2 billion and what this means for Microsoft and Google
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At Workday Rising, the company announced new ERP innovations and partnerships with Microsoft, Salesforce, Snowflake, and Databricks.
Marc Benioff refutes the “SaaS is dead” narrative with data, biblical wisdom, and a vision of AI-enhanced applications at Salesforce.
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
CEO Sridhar Ramaswamy confirms AI as Snowflake’s growth engine, influencing 50% of new customers and becoming central to 25% of deployments, while Q2 revenue climbs to $1.09B amid rising competition.
Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud giants.
The public sector now gains access to Salesforce’s AI innovations as Agentforce achieves FedRAMP High, ensuring secure and compliant technology adoption.
Sam Altman’s Snowflake Summit keynote was clear: curiosity and rapid iteration are key to AI success.
SAP’s growth strategy focuses on simplifying operations, deepening AI capabilities, and aligning with customer needs.
SAP leaders argue that agentic AI will enhance — rather than replace — enterprise applications by integrating seamlessly with data and AI capabilities.
At SAP Sapphire, SAP counters the “apps collapse” narrative by asserting that AI agents will enhance enterprise applications.
SAP’s Jan Gilg highlights the shift to modular cloud apps and unified data to drive automation, insights, and business growth.
With momentum on its side, SAP now faces the harder task: proving at Sapphire that it can turn innovation into lasting leadership.
At SAP Sapphire, the company is expected to address five critical issues, including AI’s role in applications, data strategy, and hyperscaler trends, which will determine whether it can sustain its lead as the world’s fastest-growing enterprise software vendor.
Salesforce launches Agentforce for Field Service to bring agentic AI into the field — boosting productivity, morale, and real-time responsiveness.
SAP is significantly outpacing its major competitors in cloud-based enterprise applications, driven by strong growth across its cloud portfolio and strategic platform integration.
New functionality for agents embedded in workflows leverages Agentforce API, which enables triggered actions to be integrated into backend processes as well as third-party apps and systems.
From faster deliveries to greater ROI, SAP Business Network is redefining success in today’s challenging business environment.