SAP outperformed competitors like Oracle and Salesforce, growing its cloud business by 200% more than some rivals.
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SAP’s Q4 results showed powerful cloud momentum, with total cloud backlog up 30% to $88 billion, cloud revenue up 26%, and CEO Christian Klein outlining a five-point growth plan for 2026 and beyond.
SAP’s cloud-first pivot delivers record performance, with growth nearly double that of Workday and triple that of Salesforce.
Google Cloud’s rise to the top reflects disciplined focus on customers, industries, and applied AI across infrastructure, data, security, and agent-based solutions.
During the recent earnings call, CEO Marc Benioff emphasized a growth mindset for Salesforce and shared details and commentary from Q3.
CEO Carl Eschenbach says Workday is becoming the “new front door to work” by addressing fragmented systems with AI.
Mahesh Thiagarajan, Executive Vice President of Oracle Cloud Infrastructure (OCI), discusses Oracle’s vision for fulfilling customer expectations and ambitions in the AI Era.
Palantir’s success comes from powering unprecedented growth for its customers.
Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.
Salesforce data shows financial services, retail, and hospitality leading in AI agent deployment, driving major operational efficiencies.
With 48% revenue growth and a $4 billion run rate, Palantir enters the Cloud Wars Top 10, reflecting its unique software model and rising influence in the AI era.
Oracle’s leadership shakeup spotlights a bold growth formula — AI plus OCI plus industry expertise — aimed at forging cross-industry ecosystems and reshaping how enterprises create value.
A deep look at AI agent usage by Google Cloud reveals telecom and manufacturing firms setting the pace, while security and customer service use cases are benefiting a range of industries.
Matt Hobbs shares PwC perspective on the need for agentic AI orchestration, how agents can help address technical debt, and continued investment in cloud infrastructure to support AI rollouts.
Satya Nadella identified three drivers of Azure’s Q4 growth: on-prem migrations, native app scaling, and AI expansion.
In Q2, IBM showcased how AI is expanding — not replacing — its legacy products, with strong adoption of AI-assisted tools for mainframes.
SAP posted strong Q2 results with 24% cloud growth, but backlog growth slowed to 22%, down from 28% in Q1, raising questions about market uncertainty, especially in the U.S. public sector.
Oracle shares soar as company eyes $30B annual cloud deal, redefining its revenue future.
Oracle Cloud Infrastructure revenue surged 62% in Q4, showcasing significant demand growth and validating Oracle’s position as a hyperscaler.