While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
CEO
Under Bill McDermott, ServiceNow is undergoing a sweeping transformation from quirky outsider to indispensable and mainstream enterprise cloud essential.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
In Q1, Google Cloud again achieved a cloud-revenue growth rate that was significantly higher than much-larger competitors Microsoft and Amazon’s AWS.
During its Q1 earnings call this week, CEO Arvind Krishna outlined IBM’s COVID-19 response along with the iconic company’s key business messages.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Two weeks into his new role, Krishna used yesterday’s IBM Q1 earnings call to explain his plans for returning growth to IBM.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
“We want our employees focused on supporting our customers, not worried about their own jobs,” Bill McDermott said in announcing that ServiceNow was hiring.
In leading with an “architectural war,” new CEO Arvind Krishna missed a chance to showcase IBM’s true strength and differentiation in the cloud.
Arvind Krishna must not allow bureaucracy, inertia and deadwood to keep IBM forever following and chasing its competitors.
SAP Qualtrics has discovered huge demand for Remote Work Pulse, a free new solution that helps businesses offer WFH employees real-time support.
Responding to the continued disruption of COVID-19, the CEOs of SAP and Microsoft shared powerful letters to their employees and extended communities.
During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
Salesforce CEO Marc Benioff announced his company’s record Q4 and fiscal-2020 earnings results, along with the departure of former co-CEO Keith Block.
Emphasizing the “differentiated” offerings from Google Cloud, CEO Thomas Kurian said last week that his #1 priority is to create a new AI-powered solutions.
At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
Read my open letter response to reports that AWS CEO Andy Jassy said that it’s “folklore” to believe Amazon chews up every industry it enters.
Last week, Microsoft CEO Satya Nadella predicted that tech spending is set to double in the next decade. I’veI outlined 6 key factors in this ongoing surge.