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.
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Qualtrics has become “the crown jewel of the company,” says SAP CEO Bill McDermott—and that the recent acqusition is driving SAP’s transformation.
SAP today predicted that its SAP cloud revenue will triple by 2023, thanks to its Qualtrics acquisition and the emerging “experience economy.”
My list of the world’s top 5 cloud vendors, including both cloud-natives and “legacy” veterans, and what they’ve done to earn the lofty spots.
The most important highlights about the Oracle apps revenue and overall business from its December 17, 2018 earnings call
Cloud heavyweights Oracle, SAP and Workday continue to compete savagely in terms of mission-critical cloud ERP growth going into 2019.
The cloud is becoming the engine of the global digital economy. Read Cloud Wars Outlook 2019 to understand enterprise cloud trends for 2019.
What were the most important trends, vendor moves, and innovations for the cloud-computing industry in 2018? Read my 10 picks.
Microsoft has unleashed an AI technology strategy that’s as complete and ambitious as any you’ll find from any company in the world.
As SAP & Salesforce compete, the biggest winners will be business customers who’ll stand to gain huge value from fruits of this bare-knuckles competition.
Satya Nadella’s cloud business, Microsoft, is growing at a stunning 58%–and the enterprise cloud hasn’t even begun to reach the fat part of the market.
Oracle is using “adaptive intelligence” capabilities for its entire NetSuite family of integrated applications aimed at small and mid-sized businesses.
Brad Haupt explains how Workday empowers caregivers with better tools and data, shifting focus from expense reduction to quality enhancement.
HSO’s Kelly Holwagner shares insights on AI enabling rapid transformations across various industries and highlights Summit NA sessions.
Expect the unexpected from Larry Ellison at this year’s Oracle AI World as he has made remarkable moves over the past few years.
SAP is unifying its applications, data, and AI agents under one intelligent platform, marking a shift from product-led to data-driven enterprise innovation for better business outcomes.
Data lake, graph correlations, and support for MCP standard advance Sentinel toward becoming a single AI-powered source for security insights, and action.
AWS and SAP are investing $30B in European cloud infrastructure, but Klein insists smart AI use is Europe’s real path to sovereignty.
Anthropic disclosure of several AI-powered security threats, including a ransomware development operation, shows how even non-technical users can now build and launch attacks.
Since taking over during the pandemic, Christian Klein led SAP through massive growth, tripling market cap and driving innovation in AI and cloud while advising Europe to partner smartly rather than replicate US tech infrastructure.