Can Microsoft and Google compete fiercely enough to win in revenue and collaboratively enough to keep peace with their major partners?
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On the Cloud Wars Live podcast, Sean Ammrati and I discuss the latest in disruptions, including if Oracle or Salesforce will buy Slack.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
It’s both ironic and fitting that three so-called “legacy” vendors are battling for leadership in the modern and massive hybrid-cloud market.
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.
Novartis and Microsoft created an AI Innovation Lab with the audacious goal of shattering the barriers of pharmaceutical clinical trials.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
Guest author Jiri Kram explores the huge potential of Salesforce, and what if anything might stop it from becoming a trillion-dollar company.
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.
On the Cloud Wars Live podcast, Sean Ammrati and I walk through a few less-than-normal developments, including Oracle going after TikTok.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
On the Cloud Wars Live podcast, Charles Araujo explains how business leaders can and should be preparing to “manage” robots in the workforce.
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue (for Q2), a preview of its 8/25/20 earnings call.
On the Cloud Wars Live podcast, Tony Uphoff and I talk how business may change when everyone knows how to code. That’s data culture.
Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.