SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.
CEO
Strong customer demand and record backlog numbers make SAP a top cloud performer, projecting continued double-digit growth.
Marc Benioff’s 30%-50% AI impact statement puts Salesforce in the spotlight — but also under scrutiny. Are these numbers realistic, or do they reveal gaps in communication about AI’s real role?
With CEOs leading the charge, AI is redefining how businesses function across all sectors, and Oracle’s market surge is just the beginning of a seismic economic shift.
Market perceptions are shifting, valuing those who leverage AI effectively, with Oracle leading by example.
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.
EY’s leaders discuss how their partnership with ServiceNow is transforming compliance and AI deployment across industries like finance and manufacturing.
Oracle’s Q4 results stunned the market, with Safra Catz projecting $35B in cloud revenue and 100% RPO growth in FY26.
Oracle Cloud Infrastructure revenue surged 62% in Q4, showcasing significant demand growth and validating Oracle’s position as a hyperscaler.
Sam Altman’s Snowflake Summit keynote was clear: curiosity and rapid iteration are key to AI success.
The AI Revolution demands rapid iteration and bold leadership, says Altman.
SAP leaders argue that agentic AI will enhance — rather than replace — enterprise applications by integrating seamlessly with data and AI capabilities.
Under Arvind Krishna’s leadership, IBM has reinvented itself as a global tech powerhouse by doubling market cap, leading in AI and quantum computing, and committing $150 billion to U.S. innovation and manufacturing.
Data.world acquisition, partnerships with key enteprise software players, and wide range of new AI agents enhance the company’s objective to be the core enterprise software platform.
IBM, under CEO Arvind Krishna, has transformed from a struggling giant into a global tech powerhouse by streamlining operations, refocusing on hybrid cloud and AI, and committing $150 billion to U.S.-based R&D and advanced manufacturing, including mainframes and quantum computing.
ServiceNow CEO Bill McDermott warns of outdated software, urging leaders to embrace agentic AI and transformative platforms to survive and thrive.
Google Cloud reimagines The Wizard of Oz at The Sphere, daring CEOs to dream bigger.
A groundbreaking reimagining of The Wizard of Oz at the Sphere in Las Vegas showcases how AI can help business leaders transcend limitations and boldly shape the future.
Gen Z is driving the future of car buying and maintenance by embracing AI agents, according to new Salesforce research.
With its new Agent System of Record, Workday is providing a single platform for AI agent deployment, monitoring, and optimization.