Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
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SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
At a special SAP Capital Markets Day presentation on Tuesday 11/12, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond.
Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
The Wall Street Journal reports that Bank of America has slashed billions of dollars in IT infrastructure costs during as it migrates to the private cloud.
IBM is exploiting its unmatched financial-services expertise by creating that industry’s first public-cloud platform with Bank of America.
With the imminent arrival of Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to #9 on the Cloud Wars Top 10.
Stream a new podcast episode of Ammirati on Innovation, where Sean and I debate the wisdom of SoftBank’s new investment into the WeWork business, and more.
Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft’s Azure AI biz.
On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
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.
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.
As SAP reports Q3 cloud-revenue growth of 37% to $2 billion, the Microsoft deal “contributed 18 percentage points to the 39% new cloud bookings growth.”
As IBM transforms itself within the cloud-based digital economy, the Red Hat acquisition has boosted IBM Q3 earnings, with cloud revenue up 14%.