SAP and Salesforce both held investor-day events last month, based on which I made some educated guesses as to their future cloud revenue accomplishments.
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My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
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.
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.
With all of the top cloud vendors delivering remarkable performances in 2019, which leader deserves to be the Cloud Wars Top CEO of 2019?
Stream the new Uphoff on Industry, a Cloud Wars Live podcast. Tony and I discuss the diminishing role of the sales rep and the knowledge of the customer.
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
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 cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.
Salesforce has launched a new ad campaign that will further obliterate the archaic models of B2C and B2B. Here’s how CMO Stephanie Buscemi explained it.
Which cloud vendor or combination of vendors might have the tech depth, customer focus, marketing savvy, & deep pockets to beat Microsoft in the cloud?
Oracle and Salesforce compete head-on in the cloud, but the two couldn’t be more different in how they use earnings calls to showcase customers and wins.
I believe that the SAP challenge to Salesforce for CRM leadership prompted Marc Benioff to develop and/or accelerate his customer-experience vision.
The vibrancy of the dynamic SaaS segment is on full display in new customer-centric initiatives from Cloud Wars leaders Salesforce and Workday.
Sparked by CEO Thomas Kurian’s customer-centric leadership, Google Cloud has moved up to #6 in the Cloud Wars Top 10 on the strength of its recent $2B Q.
Microsoft just announced $11 billion quarterly cloud revenue, besting the combined totals of Salesforce, SAP, Oracle and IBM.
Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.