During Oracle OpenWorld this week, the longtime leader of Oracle’s applications business Steve Miranda spoke about breaking down traditional SaaS silos.
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Oracle founder Larry Ellison said his booming cloud business is peeling away SAP customers and will eventually unseat SAP as the world’s #1 ERP provider.
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast…
10 key points from last week’s earnings call offer insights into what propelled Google Cloud to its recently announced $2 billion quarter.
In this podcast episode: ThomasNet.com CEO Tony Uphoff and I discuss the business implications of a changing U.S. workforce made of 50% millennials.
At the recent Bank of America Merril Lynch Global Technology Conference, IBM sales exec Martin Schroeter said of cloud: “everyone is thinking about it.”
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
Within the coming year, Workday will likely report its first $1 billion quarter. Read my key takeaways from the company’s recent Q1 earnings call.
I spoke with Under Armour SVP of Global IT TJ Graven at SAP Sapphire 2019. Here are highlights from our conversation about innovation, Qualtrics, and more.
As SAP and Qualtrics usher in a new era of experience management, Bill McDemott told me at Sapphire Now 2019 that his company’s best days are ahead of it.
At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.
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 read through Oracle EVP Steve Miranda’s Miranda blog post released this morning as Oracle kicks off its Modern Customer Experience event in Las Vegas.
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.
Key takeaways from Walmart’s Q4 and full-year earnings results illustrate steps in the Walmart digital transformation journey with Microsoft and beyond.
Hear the Cloud Wars Live interview with Red Wing Shoes CIO and board member Marc Kermisch, who also heads up the company’s innovation center, The Garage.
SAP CEO Bill McDermott vowed that his company’s $8-billion acquisition of Qualtrics will trigger “the biggest growth opportunity I’ve ever seen.”
Earlier this year, SAP and CEO Bill McDermott issued a blunt challenge to CRM kingpin Salesforce.com by launching C/4HANA.
Microsoft’s sweeping transformations of its sales and engineering organizations and its unique focus on intelligent cloud plus intelligent edge.
Microsoft, IBM & SAP posted a combined $13 billion in calendar-Q2 cloud revenue, led by Microsoft’s commercial-cloud growth rate of 53% to $6.9 billion.


















