Snowflake CEO Frank Slootman’s comments during a recent earnings call revealed just how deeply data science & the cloud impact human life.
CEO
In 2 years since Bill McDermott took over as CEO, the market cap for ServiceNow has doubled—doubled!—in a savagely competitive marketplace.
In the wickedly competitive cloud HCM market, Workday will replace the large on-premises CVS Health system, co-CEO Aneel Bhusri said.
The commentary about the Slack deal from Salesforce execs on its recent earnings call was a lovefest of bedazzled proportions.
I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
Infor has now decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon.
As much as I respect Bill McDermott, his recent stereotyping of Oracle and SAP as digital dinosaurs is both incorrect and misleading.
SAP CEO Christian Klein on the company’s Q2 earnings call claimed to have whipped longtime rival Oracle for hundreds of competitive wins.
In its Q4 earnings call, Microsoft disclosed fiscal-year cloud revenue numbers: almost $70 billion on broad-based growth across its empire.
Microsoft posted cloud revenue for the quarter ended June 30 of $19.5 billion, 31% higher than the Q2 cloud revenue from Amazon AWS.
Satya Nadella’s zeal for Microsoft Dynamics 365 in last week’s Q4 earnings call was a shot across the bows of SAP, Oracle & Salesforce.
The “legacy” impact at Google Cloud has just intensified as Rob Enslin has hired Adaire Fox-Martin to become president of EMEA.
For 2 years, Marc Benioff has claimed that Salesforce is not getting into HCM—even as it’s clearly been getting into HCM.
Satya Nadella will almost certainly do an outstanding job as chairman Microsoft, it may still be overshadowed by his amazing record as CEO.
Calling Q4 “fantastic” and “incredible”, Oracle chief executive Safra Catz made a statement on the company’s recent earnings call.
Snowflake processed one billion queries in a single day, CEO Frank Slootman revealed during the company’s Q1 FY2022 earnings call.
CEO Marc Benioff used his recent first quarter earnings call to explain how Salesforce’s transformation has it on a path to $50B in revenue.
Buying LinkedIn in 2016 has been a massive success, but I wonder if the Microsoft acquisition of GitHub will be even more transformative.
Last week, Kurian said that Google Cloud’s move into industry-specific solutions “is reflective of our view of where the cloud needs to go.”
In an email to AWS employees, Amazon CEO Andy Jassy underscored the staggering potential size of the cloud relative to current spending.