As much as I respect Bill McDermott, his recent stereotyping of Oracle and SAP as digital dinosaurs is both incorrect and misleading.
CEO
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.
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.