Workday CEO Aneel Bhusri says that about 50% of the Fortune 100 have subscribed to Workday’s cloud HCM services. Of those 50, 35 are already live.
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The Microsoft & UBS deal is indicative of how the rapid spread of cloud-availability regions is enabling global corps to accelerate digital transformation.
Oracle and Salesforce compete head-on in the cloud, but the two couldn’t be more different in how they use earnings calls to showcase customers and wins.
Why Teens Value the Digital World Over the Physical || Stream the latest episode of Lochhead on Different, about AI, our addiction to screens, and more.
This article is brought to you by Cloudera. || How can CXOs create data-driven companies that out-innovate their competitors and outgrow the market?
By my projections, the world’s top 10 enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019.
The vibrancy of the dynamic SaaS segment is on full display in new customer-centric initiatives from Cloud Wars leaders Salesforce and Workday.
Speaking at a recent investors conference, Aneel Bhusri touched on the Workday + Walmart deal, and how new people-based apps have doubled the HCM market.
Stream a new episode of Ammirati on Innovation, where Sean and I discuss Microsoft + OpenAI, and ask whether AI will truly shape the trajectory of humanity.
Market leader Microsoft and #2 Amazon generated HALF of the $37 billion in Q2 cloud revenue rung up by the Cloud Wars Top 10 vendors.
ServiceNow CEO John Donahoe cited a number of factors in its $3B annual revenue total, a focus on mobile solutions and its Microsoft deals stood out to me.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
What’s the Chief Growth Officer role all about? Why is America losing the AI war to Russia and China? Stream the latest episode of Lochhead on Different.
12 months from now, Microsoft will likely bring in $50 billion in cloud revenue. Here are the three strategic reasons why that matters.
In this podcast episode: ThomasNet.com CEO Tony Uphoff and I discuss the business implications of a changing U.S. workforce made of 50% millennials.
Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
The SAP-Microsoft alliance continues to pile up big wins: one of Asia’s largest healthcare groups, Zuellig Pharma, will be on Azure by 2022.
While IBM has laid out a compelling story for why it’s shelling out $34B for Red Hat, lots of questions remain. Here’s the Cloud Wars status check.
With Q2 earnings about to drop, I’m expecting more hypergrowth driven by the world’s fastest-growing cloud companies: SAP, Microsoft and Amazon.