Qualtrics has become “the crown jewel of the company,” says SAP CEO Bill McDermott—and that the recent acqusition is driving SAP’s transformation.
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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, 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.
Walmart has commited to massive 5-year cloud deal with Microsoft that extends the two companies’ existing partnership, accelerating digital transformation.
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.
SAP is taking direct aim at Salesforce.com, CEO McDermott promises to deliver “next-generation business modeling for the perfect customer experience.”
SAP and AWS launch AI Co-Innovation Program to help enterprises build intelligent applications with ERP and generative AI integration.
With cloud revenue rivaling AWS and Google Cloud combined, Microsoft silences talk of an AI slowdown.
New Snowflake research reveals that 92% of early GenAI adopters are already seeing ROI — but most still face major challenges with data and use-case prioritization.
Salesforce and Google Cloud have expanded their partnership to include integrated AI applications and infrastructure, significantly enhancing their offerings for customers.
SAP’s Q4 and full-year 2024 results showcase remarkable growth, with cloud ERP revenue up 35%, a 43% increase in cloud backlog, and cloud now accounting for 50% of total revenue.
Microsoft’s Charles Lamanna, Corporate VP, Business & Industry Copilot weighs in on the power of agents and copilots working together, the future of application software, and the transformation opportunities AI creates.