Workday’s quarterly report reveals varied results, prompting discussions on market dynamics, customer behavior, and revenue flow.
Earnings Call
Prior to recent media speculation, Larry Ellison alluded to a substantial cloud agreement with Elon Musk’s xAI startup; Oracle’s pioneering AI data centers now take center stage in the Cloud Wars.
Elon Musk’s AI startup is reportedly exploring a collaboration with Oracle, prompting discussions about the potential impact of a rumored $10 billion contract for data center services to support AI training.
Hasso Plattner steps down from SAP’s supervisory board after a remarkable 52-year career, leaving behind a legacy of customer-centric innovation and pivotal strategic decisions, including embracing customer feedback and appointing Christian Klein as sole CEO during the pandemic turmoil.
SAP’s Chief Revenue Officer explains how the Cloud ERP Suite is enabling end-to-end business visibility and helping customers unlock the power of AI.
Satya Nadella, amid Microsoft’s unparalleled success, now grapples with transforming its cybersecurity culture and strategy.
The first day of Knowledge24, ServiceNow’s annual conference, was filled with conversations around partnerships and the GenAI era.
ServiceNow CEO Bill McDermott positions the company as “the AI platform for business transformation” amidst soaring GenAI adoption.
As CEO Bill McDermott emphasizes how AI is a catalyst for transforming business processes, ServiceNow aims to be the AI platform for business transformation.
Following severe criticism from the Cyber Safety Review Board for Microsoft’s cybersecurity shortcomings, CEO Satya Nadella responds after public pressure, issuing a memo and prompting a blog post by EVP Charlie Bell.
AWS demonstrates strong Q1 performance with 17% revenue growth, surpassing $25 billion, and embracing AI opportunities, signaling a promising trajectory under CEO Andy Jassy’s leadership.
It’s imperative for Microsoft CEO Satya Nadella to acknowledge and rectify the cybersecurity breach to uphold the company’s reputation and trustworthiness.
Microsoft CEO Satya Nadella fails to address a serious cybersecurity breach in China during its earnings call despite labeling security “our number one priority.”
Google Cloud’s potential growth trajectory amid the infusion of AI into cloud services indicates a significant shift in the cloud + AI competitive dynamics.
During the SAP Q1 earnings call, CEO Christian Klein and CRO Scott Russell highlighted key factors in the growth of the Cloud ERP Suite.
Insights on SAP’s Q1 results which demonstrate a current cloud backlog growing faster than ever before and a positive outlook for the year.
Oracle Cloud Infrastructure’s revenue surge is fueled by its unique blend of AI capabilities, deployment flexibility, and multi-cloud leadership.
A federal watchdog group’s dareport exposes major flaws in Microsoft’s cloud cybersecurity, demanding urgent action from CEO Satya Nadella to address widespread shortcomings and restore customer trust amidst escalating cyber threats.
A look into the AI Ecosystem, spotlighting the strategic investments of Cloud Wars Top 10 companies like Amazon and Google into AI startups like Anthropic.
Oracle’s fiscal-Q3 cloud revenue surpasses license-support revenue, marking a major milestone in the company’s transformative journey, fueled by strong growth in Oracle Cloud Infrastructure and AI services.