I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
Salesforce
Satya Nadella’s zeal for Microsoft Dynamics 365 in last week’s Q4 earnings call was a shot across the bows of SAP, Oracle & Salesforce.
10 months ago, Salesforce had a market cap 40% higher than that of Oracle. Now, it’s 10% lower. What happened to impact these numbers?
It appears that Salesforce is turning a cold shoulder to Google Cloud, even as its cloudmances with Amazon and Microsoft draw attention.
For 2 years, Marc Benioff has claimed that Salesforce is not getting into HCM—even as it’s clearly been getting into HCM.
Salesforce co-founder Parker Harris indirectly called out ServiceNow last week, in describing Slack as “human workflow.”
CEO Marc Benioff used his recent first quarter earnings call to explain how Salesforce’s transformation has it on a path to $50B in revenue.
Salesforce CEO Marc Benioff has proclaimed that his company will soon best SAP to become the world’s #1 provider of enterprise applications.
Healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it.
Introducing our new weekly rankings of the leading providers in a what could become a trillion-dollar category: the Industry Cloud Top 10.
With every Top 10 company—particularly Google, Microsoft, SAP—declaring that industry clouds are a top priority, Salesforce has competition.
With an industry-cloud run rate of $1 billion, privately held Infor is among the cloud leaders for vertical apps and solutions.
Look into the multifaceted strategy that Salesforce is taking as the company looks to take the lead in the industry-cloud market.
On this episode of the Cloud Wars Live podcast, I speak with Salesforce EVP Jujhar Singh, who heads up Salesforce’s Industry Cloud business
I spoke with EVP Jujhar Singh about the ways in which Salesforce is making its industry clouds part of its mainstream business.
Microsoft has rolled out new vaccine-management solutions after initial failure, triggering a response from Salesforce CEO Marc Benioff.
I’m puzzled by 3 comments Marc Benioff made on Salesforce’s recent Q4 earnings call. Read more from Cloud Wars.
When fiscal Q4 earnings come out on February 25, we’ll be watching to see if the Salesforce growth rate gets back up above 20%.
Even measured against the fun-house-mirror distortions that 2020 imposed on us all, Salesforce CEO Marc Benioff had a singular year.
Microsoft executive VP Judson Althoff said recently that CRM without chat is “arcane” and that Teams is years ahead of Slack.