For 2 years, Marc Benioff has claimed that Salesforce is not getting into HCM—even as it’s clearly been getting into HCM.
CEO
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.
As if he weren’t facing enough of a challenge, new AWS chief Adam Selipsky also has to follow the truly legendary act of Andy Jassy.
Traditional financial tools can’t offer the flexibility and interconnectedness that CFOs require today, Workday co-CEO Chano Fernandez said.
On Oracle’s March 10 earnings call, CEO Safra Catz quietly offered 6 numbers indicating the best is yet to come for Oracle Cloud.
SAP has a chance to bounce back aggressively in the wake of Wednesday’s jarring disclosures from Larry Ellison about customer defections.
As things in every industry are changing incredibly fast, all leaders can learn from the outlook McDermott cultivates inside ServiceNow.
Bhusri said CFOs who’ve battled thru the pandemic with inflexible on-prem systems are on the verge of committing fully to the cloud.
I’m puzzled by 3 comments Marc Benioff made on Salesforce’s recent Q4 earnings call. Read more from Cloud Wars.
Highlights from Google Cloud CEO Thomas Kurian’s talk at last week’s Goldman Sachs technology investors conference.
Larry Ellison is reshaping the enterprise-software landscape, renaming Oracle customer-oriented apps from “CX” to “Advertising and CX.”
When fiscal Q4 earnings come out on February 25, we’ll be watching to see if the Salesforce growth rate gets back up above 20%.
On the Jan. 27 earnings call, Satya Nadella casually mention that Microsoft’s security business did more than $10 billion in revenue in 2020.
A deeper look into the numbers and marketplace dynamics shows that the $5.6 billion Google Cloud lost actually reflects a strong performance.