Bonnie Tinder shares insights from the SAP Partner Summit 2023, where she heard a lot about orchestration, partner feedback, and more.
Cloud Wars
Bob Evans reviews Salesforce’s Q4 results, which suggest that the company’s FY24 growth will tumble to 10%.
Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.
Bob Evans details how Workday won seven Fortune 500 customers in Q4, including three from bigger rivals Oracle and SAP.
Bob Evans details how Workday turned up intensity, as co-CEO Carl Eschenbach plans to turn the company into the largest, most profitable software company.
Bob Evans reviews the latest earnings results for Workday in Q4. The company saw a 25% jump in its total subscription backlog.
Bob Evans reviews Workday’s Q4 earnings results which highlight the company’s strong subscription growth rate and total subscription backlog.
Remaining performance obligation represents contracted business that isn’t yet recognized as revenue. It has become a powerful indicator of future growth for the Cloud Wars Top 10.
Bob Evans reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.
Bob Evans shares how SAP is taking on the ultimate transformation, after Hasso Plattner, Founder and Chairman, steps down from the company.
A power shift is taking place at SAP as founder and chairman Hasso Plattner steps down, allowing CEO Christian Klein to fully takeover as the single driving force behind SAP.
Bob Evans explains how Snowflake reveals the future of the cloud with its purpose-built, industry-specific Telecom Data Cloud.
Christian Anschuetz and Bob Evans look at the biggest cybersecurity risk for organizations—human error—and discuss how to increase awareness.
Bob Evans details how Oracle is boosting its CapEx investment to about $10 billion to meet the surging demand for its cloud infrastructure services.
Bob Evans details Oracle’s 50% increase in CapEx investments, as demand for Oracle Cloud Infrastructure (OCI) soars.
Bob Evans explains how and why the combined valuations of the Cloud Wars Top 10 rose more than $100 billion in the past month.
Bob Evans reviews the latest updates to the Cloud Confidence Index, highlighting market-cap growth among Cloud Wars Top 10 companies in the last 30 days.
Bob Evans details the ways in which SAP is acting younger through new modes of innovation and experience cultivation, representing Benjamin Button.
Bob Evans shares insights on why Uber picked Google Cloud to partner with as it moves out of the data center business.
Bob Evans discusses Google Cloud’s significant changes to its pricing and cloud service configurations.