ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end.
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New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.
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.
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.
“The Greatest Time in History to be Smart” || In this episode of Lochhead on Different, we explore the new Mary Meeker report, Cutco vs. Facebook, and more.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
There’s little chance that Salesforce is getting into HCM, but after a week of stunning announcements in Cloud Wars, it’s probably best to never say never.
As the digital-transformation phenomenon shifts from boardroom theory to full-blown execution, Salesforce is doubling down on its Customer 360 strategy.
My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.
As SAP prepares to host 22,000 of its nearest and dearest next week in at its annual Sapphire event in…
On ServiceNow Q1 earnings call, the digital-workflow leader announced that it’s preparing to release a new employee-experience SaaS product. Here’s my take.
It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.
Tech industry veteran Wayne Sadin talked to me about digital transformation, C-Suite responsibilities, IT spending in the cloud, and more.
Within ServiceNow’s Q4 revenue growth, the most interesting story is how ServiceNow is creating a new category within SaaS by connecting siloed workflows.
Amazon actually lost ground in its efforts to overtake Microsoft as the world’s leading enterprise-cloud provider as Satya Nadella’s company reported.
ServiceNow has pushed its way into a tiny group of cloud-software vendors that customers feel are truly strategic partners, says ServiceNow’s CEO Donahoe.
An exploration of why future agility, rather than future-proofing, is becoming the defining characteristic of successful digital businesses.
At Paragon Films, MCP enables AI agents to do everything from pinpointing invoice discrepancies to making employee knowledge ‘immortal.’
OpenAI’s latest Codex upgrades show the company rapidly evolving from standalone AI tools toward a unified “super app” where persistent AI agents can work across apps, retain memory, automate workflows, and increasingly act on behalf of users.