In the Cloud Wars landscape, Oracle leads with a remarkable 30% growth rate, closely followed by ServiceNow and Microsoft at 27% and 24%, respectively, with Microsoft’s FY24 Q1 standing out as an extraordinary quarter, contributing $6.1 billion in incremental cloud revenue.
A major development at Celosphere was Celonis announcing its acquisition of Symbio, with customers showing interest in the outcomes of this collaboration.
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.
SAP and Microsoft’s potential data sharing deal is set to transform generative AI offerings, meeting the ever-growing demands of cloud customers.
Q3 results show Microsoft, Google Cloud, and AWS have unique responses to evolving market dynamics, along with insight into the potential disruptor, Oracle.
ServiceNow’s Q3 subscription revenue jumped 27% to $2.22 billion, catapulting the company to the #2 spot on the Cloud Wars list of the world’s fastest-growing cloud vendors, thanks to powerful demand for its GenAI technology.
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.
SAP CEO Christian Klein believes that customers are willing to pay up to a 30% premium for new GenAI capabilities, while Oracle’s top product executives argue against increasing prices for AI services, setting the stage for a pricing debate in the GenAI Revolution.
Top cloud companies have evolving generative AI pricing strategies, and SAP’s involves a 30% premium.
SAP reported Q3 revenue of $3.82 billion, with its S/4HANA Cloud ERP suite surpassing $1 billion in quarterly revenue for the first time.
SAP’s Q3 results indicate strong growth in cloud-related revenue, with its cloud ERP suite surpassing $1 billion in quarterly revenue for the first time and showing promising future commitments from customers.
A special edition of the AI Index Report, featuring IBM’s partner program, IBM Partner Plus, and its focus on AI innovation and education to empower partners.
With its new copilot, SAP helps customers of its wide range of applications access contextually relevant data in their regular workflows.
SAP is expanding its successful RISE program to convince 25,000 of its on-premise customers to transition to the cloud.
For SAP to maintain it’s progress toward its 3-year strategic plan, the company must post a Q3 cloud revenue growth of at least 20%.
SAP will be reporting its Q3 results next week. Will the company achieve the necessary growth rate to fulfill its strategic 3-year plan?
Oracle’s Larry Ellison announces plans to create a true multi-cloud future, interconnecting with major cloud providers like Salesforce to meet customer demand for seamless cloud integration and freedom of choice.
An update on the growth trends of top cloud companies, categorizing them into four groups based on their revenue growth rates.
SAP CTO Juergen Mueller discusses the GenAI revolution and the future of cloud innovation.
