Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
SaaS
Here’s what I think Thomas Kurian and the Google Cloud team must say and do at Next ’19, their big global customer conference, to maintain their momentum.
It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.
The Salesforce Q4 2018 earnings call revealed that the company is somehow managing to scale up an scale out in multiple dimensions simultaneously.
My take: if Workday can back up its big claims about fast, low-cost deployments for customers, Oracle and SAP will have no choice but to catch up.
The big story: Workday Financials has become self-sustaining, putting Workday squarely up against cloud ERP competitors Oracle and SAP.
ExxonMobil and Albertsons are the latest massive companies to buy Microsoft cloud to accelerate their digital transformations. Here’s why it matters.
Within ServiceNow’s Q4 revenue growth, the most interesting story is how ServiceNow is creating a new category within SaaS by connecting siloed workflows.