Salesforce targets ITSM and ServiceNow pursues CRM, shifting the cloud landscape and intensifying competition in the enterprise software market.
Salesforce
Salesforce forecasts FY ’26 revenue growth of 7% to 8%, with AI and Data Cloud offsetting weaker segments.
Salesforce’s Q4 results highlight significant growth in its AI-driven products, with strong future potential as indicated by an 11% increase in Remaining Performance Obligation (RPO), driven by its Data Cloud and Agentforce solutions.
Google Cloud and Salesforce have expanded their partnership to deliver AI-driven offerings, reflecting a strategic trend among top cloud vendors to accelerate business transformation through collaboration.
Salesforce and Google Cloud have expanded their partnership to include integrated AI applications and infrastructure, significantly enhancing their offerings for customers.
Salesforce and SAP are both remaking themselves so that their primary value proposition to customers is all about data and AI-powered innovation–particularly agents–rather than just applications.
There’s an AI agent battle shaping up as SAP and Salesforce stake out the most aggressive positions, pivoting away from focus on applications to emphasize data, clouds, and AI.
This report shares insights from top Cloud Wars CEOs on how AI will drive business transformation in 2025, focusing on execution, ROI, and leadership in the cloud.
The latest Cloud Wars rankings show how hyperscalers and application vendors are managing growth and adapting to changing market dynamics.
Salesforce leader shares tangible examples of customer wins with agents, supporting his expansive vision of agents creating a digital labor force.
Salesforce CEO Marc Benioff predicts an AI-powered revolution with “agentic AI,” transforming business operations, reducing costs, and driving unprecedented customer engagement—while signaling a shift toward digital labor over traditional software development.
Marc Benioff outlines Salesforce’s plans to deploy AI at scale — with a particular focus on agents and digital labor — while enhancing its platform to help customers thrive in 2025.
Marc Benioff describes how AI-driven “agentic” technology will enhance business operations, reduce costs, and shift focus toward digital labor over traditional software development.
SAP’s Q4 and full-year 2024 results showcase remarkable growth, with cloud ERP revenue up 35%, a 43% increase in cloud backlog, and cloud now accounting for 50% of total revenue.
Startup’s GenAI-powered system, which taps into various Large Language Models, is helping one early customer find new efficiencies while streamlining sales processes.
ServiceNow CEO Bill McDermott shares insights on how AI agents will transform productivity, projecting significant time savings and a $20 trillion opportunity for businesses by 2026, emphasizing the importance of AI-driven innovation and cross-functional integration.
SAP CEO Christian Klein discusses how the company is leveraging AI and end-to-end solutions, including the “super agent” Joule, to drive business transformation and enhance customer productivity.
Microsoft and Oracle’s diverging AI strategies — standalone agents vs. integrated solutions— set the stage for transformative “Agent Wars” in enterprise technology.
Snowflake CEO Sridhar Ramaswamy discusses the AI Data Cloud’s potential, urging customers to focus on delivering measurable business impact amid growing excitement.
The company was conducing layoffs in the recent past but now it’s ramping up in support of AgentForce and its overall AI strategy.