Salesforce CEO Marc Benioff declares the company’s transformation into a data company amid slowing growth projections for its core business.
Cloud Wars
Salesforce is making a strategic shift towards prioritizing higher margins over growth, which entails a new focus on its identity as a data company and addressing challenges in synergy among its legacy clouds.
Businesses exhibit strong confidence in cloud and AI, reflected in soaring RPO and backlog figures from Workday, Snowflake, and Salesforce. Substantial long-term commitments highlight aggressive investments in these companies’ software.
Recent earnings reports from Workday, Snowflake, and Salesforce show strong future bookings across diverse market positions.
Bonnie Tinder touches on the role of releaders, challenges of team turnovers, and strategies for building trust and navigating change.
Microsoft’s Work From Car (WFC) redefines mobile offices, offering connectivity and productivity enhancements; yet, considerations like Android exclusivity and safety implications cast uncertainty on its broader market influence.
As Workday co-founder Aneel Bhusri steps down from his CEO role to become executive chair, he’ll focus on strategic innovation while CEO Carl Eschenbach drives revenue growth.
Workday’s co-founder Aneel Bhusri transitions to executive chairman, and cites six key strategic areas, including AI integration, industry-specific solutions, and cybersecurity, as the company aims to double revenue to $15 billion.
Oracle makes it easier to analyze database by conversing with Autonomous Database and OCI using natural language and leveraging chat history.
Workday’s recent strong fiscal performance includes impressive subscription revenue growth and substantial backlog.
Workday’s Q4 results showcase a robust fiscal performance with a 19% surge in subscription revenue, hitting $6.6 billion for fiscal 2024.
Has Microsoft surpassed AWS as the leader in the enterprise cloud? Financial figures show Microsoft’s cloud revenue consistently outpacing AWS.
There’s a case to be made that Microsoft has become the largest and most influential cloud vendor globally, surpassing AWS.
Highlighting optimistic subscription-revenue trends for Workday, decoding Salesforce’s cautiously optimistic signals for a potential growth turnaround, and expecting continued strong growth for Snowflake driven by AI and expanding data initiatives.
An analysis of the upcoming fiscal Q4 results of Workday, Snowflake, and Salesforce that emphasizes their ability to succeed in the dynamic cloud market.
Workday partners with services provider Insperity to deliver new HR offerings that help small and medium businesses accelerate growth.
Hasso Plattner, SAP’s chairman, orchestrates a last-minute change in leadership, leading to Punit Renjen’s resignation as chairman.
SAP charts a new course in leadership with Hasso Plattner’s strategic choice of Pekka Ala-Pietilä as chairman, who was named after the company parted ways with its chairman-designate.
A major runup in its market cap places Microsoft in elite company, and demonstrates the company placed the right bet when it went all in on AI.
In the realm of quantum computing, IBM shines with milestones that include the Condor processor’s 1,121 qubits and the strategic transition to the Heron processor.