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.
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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.
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.
Dive into my wide-ranging conversation with UL CDO Christian Anschuetz, a former Marine Corps Captain and current leader at product testing and safety firm.
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.
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.
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.
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, 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.