Oracle’s Q3 results reveal both challenges in meeting cloud infrastructure demand and ongoing success in securing large deals.
Cloud
Oracle is expected to deliver a 51% increase in Q3 cloud-infrastructure revenue, underlining its prowess in attracting major clients and reshaping industry dynamics.
A discussion on the shift from connectivity to capabilities in telecom networks, challenges in adopting SaaS, and Nokia’s role in leading the change.
Salesforce CEO Marc Benioff declares the company’s transformation into a data company amid slowing growth projections for its core business.
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.
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.
Oracle makes it easier to analyze database by conversing with Autonomous Database and OCI using natural language and leveraging chat history.
Workday’s Q4 results showcase a robust fiscal performance with a 19% surge in subscription revenue, hitting $6.6 billion for fiscal 2024.
The cloud software giant joins the National Institute of Standards and Technology’s US AI Safety Institute Consortium as a member of its inaugural class.
Hasso Plattner, SAP’s chairman, orchestrates a last-minute change in leadership, leading to Punit Renjen’s resignation as chairman.
When working with customers that are moving to the cloud, Oracle recognized the importance of embracing a customer success mindset to meet their specific business needs.
HYCU uses low code/no code and generative AI to simplify integrations for data protection of SaaS applications.
Andy Jassy claims AWS had the cloud market’s highest incremental revenue gain, overlooking Microsoft’s superior figures, leading to questions about his perception of cloud services.
Review five products that can help business tech leaders modernize data while embracing AI, including software from Couchbase, Gathr, Microsoft, Snowflake, and Teradata.
Google Cloud’s making a significant investment of $50 billion in technical infrastructure for the year 2024 to power its AI products and services.
SAP CEO Christian Klein is making a substantial commitment to Business AI, investing $1.1 billion and shifting 8,000 positions amid the GenAI Revolution.
SAP is investing significantly in AI for future success and reconstituting positions to meet customers’ evolving needs.
Google Cloud and Kyndryl bring their respective platforms and services together to help customers drive GenAI results and do so responsibly.
The elevation of Carl Eschenbach and Rob Enslin to sole CEOs of Workday and UiPath likely points to the end of the co-CEO model and important new strategic directions for both firms.