Salesforce delivered $41.5B in annual revenue and $11.2B in Q4, with Marc Benioff calling it one of the best performances in software history as AI offerings like Agentforce drive renewed growth momentum.
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Returning CEO Aneel Bhusri used Workday’s Q4 earnings call to dismantle claims that AI will replace ERP and HR systems, outlining instead a hybrid future where deterministic enterprise apps and probabilistic AI work together.
The label “legacy” no longer fits Oracle, Microsoft, or SAP, each surpassing 50% cloud revenue. Their rapid cloud growth and AI investments demonstrate that experience, scale, and deep enterprise relationships are powerful assets in today’s AI Era.
Palantir delivered stunning Q4 results, with revenue up 70% and U.S. commercial growth surging 137%, as CEO Alex Karp credited differentiated AI implementation and “magical” frontline outcomes for accelerating enterprise and government adoption.
Rather than selling features, Palantir aims to operationalize AI to drive measurable business outcomes at speed.
Unilever and Google Cloud are building an AI-first marketing and fulfillment engine that signals a new era of agentic commerce.
Google Cloud and Unilever signal a major shift as AI moves from technical fascination to business outcome delivery across marketing, fulfillment, and consumer engagement.
Oracle’s new AI agents automate supply chain tasks including planning cycles, sourcing, inventory management, and logistics coordination, helping organizations improve resilience, efficiency, and operational visibility.
AWS is seeing stronger-than-expected growth in non-AI workloads as enterprises accelerate cloud migrations. Jassy says both core infrastructure and AI services are driving demand, requiring rapid capacity expansion across data centers and power infrastructure.
ServiceNow CEO Bill McDermott says AI is “devouring” low-value software vendors as enterprises demand AI embedded directly into workflows. He insists ServiceNow is not SaaS but a platform company positioned to lead the Agentic AI Era.
Workday cofounder Aneel Bhusri has returned as CEO following Carl Eschenbach’s departure, vowing to lead the company through what he calls its “most pivotal moment” as AI reshapes enterprise software and competitive dynamics.
The Publisher Content Marketplace aims to solve both monetization and credibility challenges in AI by enabling structured licensing agreements between publishers and AI developers.
Hyperscalers are facing soaring AI demand, with Microsoft, Oracle, AWS, and Google Cloud reporting a massive $1.63 trillion backlog in contracted business not yet recognized as revenue.
The hyperscalers’ record-breaking CapEx surge reflects real AI demand, not a bubble, as backlog growth across the Cloud Wars Top 10 hits historic highs.
AI innovation is outpacing security readiness, and new data shows why governance and unified security approaches are now mission-critical.
Enterprises are shifting from AI insights to automated actions that adapt continuously and operate at real-time speed.
Despite a record-setting $35.6B quarter, AWS slid to #7 in the Cloud Wars as Google, Oracle, and Microsoft gained ground.
AWS posted its best quarter in years, yet still ranks third behind Google Cloud and Microsoft in growth momentum.
AI tools like ChatGPT and Copilot are making SEO obsolete. Microsoft’s guide introduces AEO and GEO as the next evolution in digital discovery, built on clarity, trust, and machine-readable content.
With a 48% Q4 surge, Google Cloud has overtaken Microsoft Cloud in incremental growth, demonstrating strong AI leadership via innovations like Gemini 3 and a future-ready cloud stack.