I expect Microsoft to post excellent fiscal Q1cloud results and dispense with the notion that the sky above the cloud is falling.
Search Results: digital transformation (1311)
Microsoft and Honeywell join forces to deploy new cloud and AI innovations to modernize the industrial landscape here on planet Earth.
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.
Amazon and Carrier Global Corp. partner up to transcend transactional relationships and help customers unleash vertical-industry expertise.
Can Microsoft and Google compete fiercely enough to win in revenue and collaboratively enough to keep peace with their major partners?
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.
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.
Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
In this time of rampant disruption, change, and digital-everything, Bill McDermott and ServiceNow are promising to give businesses the gift of speed.
As Microsoft cloud revenue soared to $51B on the strength of $14.3B in fiscal Q4, Azure led the way as usual with 50% hypergrowth. But there’s more!
From January when his appointment was announced until April 6 when became CEO, Arvind Krishna did 5 things very well in his debut quarter.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
Having driven ServiceNow to its first billion-dollar quarter, CEO Bill McDermott has said he neds to triple its workforce by 2025 to keep up with growth.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
I expect that when Microsoft releases fiscal-Q4 earnings next month, it will total enterprise-cloud revenue for fiscal 2020 above $50 billion.