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.
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As SAP prepares to host 22,000 of its nearest and dearest next week in at its annual Sapphire event in…
We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
Microsoft quarterly cloud revenue is likely to crack an unprecedented $10B when the company posts its results on April 24. Here’s my look at the numbers.
At its Next ’19 conference, Google Cloud announced Anthos, a hybrid platform will put Microsoft and Amazon to the test and raise customer expectations.
New, parallel efforts by SAP & Microsoft to drive innovation within digital manufacturing: the Open Industry 4.0 Alliance & the Open Manufacturing Platform.
As challenging as it is to change enterprise tech, it’s harder to change human behavior. Here’s how Dean Del Vecchio cultivates a culture of innovation.
Check out my Cloud Wars Live interview with Andreas Larsson of Electrolux, who is overseeing dramatic customer-centric transformations.
At Hanover Messe, Microsoft targets manufacturing sector with nine Azure-based startup partners, another example of its revolutionary “co-sell” model.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
Read my interview with Murad LLC Senior Director Rishabh Sinha. We discussed how internal digital transformation impacts employee and customer satisfaction.
I pulled 5 thoughts from Satya Nadella’s first email to his Microsoft colleagues that are likely to resonate with every leader in today’s high-change world.
Hear Cloud Wars Live with Joshua Greenbaum, an industry analyst and consultant who’s been following the enterprise software market for 30 years.
The biggest surprise to me on the top 10 cloud vendors revenue list is Accenture, a big-time player with 2018 cloud revenue of $9 billion, up 23% from 2017.
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.