New Oracle CX businesses promise to “…to empower whoever gets to the customer first and enable new customer-centric business models.”
SAP
Thomas Saueressig, SAP executive board member, shares the differences between SAP’s CX model and Salesforce’s traditional CRM.
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
The Citrix Cloud Summit features strategic overviews of digital transformation and the vital role of the cloud in the global digital economy.
IDC market study shows SAP has a significantly stronger presence in B2B Digital Commerce than competitors Salesforce, Oracle, and Adobe.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
While I applaud the CEO’s unblinking confidence, I have questions about why SAP is spinning out Qualtrics, a company said to be SAP’s crown jewel.
40-year-old Christian Klein gave a confident performance on the SAP Q2 earnings call of which a CEO of any age would be proud.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
Building on an alliance launched half a century ago, IBM and SAP are calling their new initiative “the evolution partnership.”
Last week in Oracle’s Q4 earnings call, Larry Ellison said not a single word about SAP customers defecting to Oracle that he had twice promised.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.



















