On Salesforce’s Q1 earnings call, Marc Benioff delivered inspiration, offering business leaders hope and confidence to in the midst of economic devastation.
Earnings Call
From the Workday fiscal 2021 Q1 earnings call, a collection of key comments from CEO Aneel Bhusri and his executive team on customers, competition & more.
On the Workday fiscal Q1 earnings call later today (May 27), I expect CEO Aneel Bhusri to make some pointed comments about the competitive landscape.
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.
While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
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.
Two weeks into his new role, Krishna used yesterday’s IBM Q1 earnings call to explain his plans for returning growth to IBM.
Salesforce CEO Marc Benioff: “With our recent acquisition of Tableau, we’re turning Customer 360 data into actionable insights… available to every user.”
The scary thing about Salesforce and its record-busting fiscal Q4 is that its growth rate is accelerating as it nears a $20 billion annualized run rate.
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.
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
On yesterday’s Q4 earnings call, SAP said Qualtrics & experience management are its growth engines for the future, but that it won’t abandon its past.
Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
IBM Cloud resurgence will be short-lived unless CEO Ginni Rometty makes bold changes, but the company did have a Q4 growth spurt. I chose 10 examples.
In last week’s Q2 earnings call, Larry Ellison predicted that Oracle Autonomous Database will render all other Oracle databases obsolete.
On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
With the imminent arrival of Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to #9 on the Cloud Wars Top 10.