Workday’s co-CEO, Carl Eschenbach, attributes the company’s robust Q3 results to increased customer demand for talent offerings, a trend toward app supplier consolidation, and the growing emphasis on generative AI.
Earnings Call
IBM’s generative AI business approaches a $1 billion annualized run rate, driven by increasing demand for applications in code modernization, customer service, and digital labor.
Under CEO Arvind Krishna’s strategic vision, IBM achieves a remarkable $1 billion annualized run rate for its generative AI business, marking a pivotal milestone in the technology revolution.
ServiceNow’s CEO, Bill McDermott, hints at the platform’s future move into multi-company commerce and business networks, signaling a strategic expansion beyond traditional IT automation tools.
One of the top contenders in the Cloud Wars, ServiceNow, under the leadership of Bill McDermott, aims to revolutionize inter-enterprise opportunities and workflow offerings.
Oracle’s Larry Ellison and Microsoft’s Satya Nadella are redefining competition and collaboration norms
Many signs points to the likelihood of Microsoft and Oracle extending their flourishing partnership to the use of Oracle’s Cloud for AI inferencing.
SAP’s Christian Klein and Microsoft’s Satya Nadella are hashing out an expanded data agremeent with wide-ranging implications for customers’ generative AI initiatives.
Q3 results show Microsoft, Google Cloud, and AWS have unique responses to evolving market dynamics, along with insight into the potential disruptor, Oracle.
Is AWS losing its dominance in the cloud market? Discover what its growth rate stabilization — at a rate well below its main competitors — means for its future.
ServiceNow’s Q3 performance showcases its ascent in the Cloud Wars, transforming the future of business technology.
Google Cloud’s Q3 performance – a 22% growth rate – represents a decline from the previous quarters, specifically from 28% in Q2.
SAP is partnering with AWS to enhance its HANA Cloud database, signaling SAP’s increased focus on the cloud-native database market.
SAP and AWS are collaborating to enhance the HANA Cloud database, potentially aiming to challenge Oracle’s dominance in the database market.
Larry Ellison discussed the interplay between data gravity and artificial intelligence (AI) during Oracle’s fiscal-Q1 earnings call.
Larry Ellison had an interesting response to a question about the relationship between data gravity and AI during an Oracle earnings call.
Oracle’s cloud infrastructure business is poised to outgrow its cloud applications business by the end of 2024. Artificial intelligence (AI) companies are embracing its platform.
Despite a significant drop in market capitalization, Oracle’s cloud business continues to thrive, with strong customer confidence and robust Q1 cloud revenue growth.
Oracle’s Q1 results show conflicting perspectives, with the company’s leaders optimistic about its future and strong customer demand in its cloud business, while investors are displeased.
Oracle remains fast-growing with an anticipated Q1 cloud revenue growth of at least 29%, even without the boost from its Cerner acquisition.