During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
SAP
There’s much more here than simple sniping from marketplace rivals. Here’s what stood out to me from the recent SAP Q4 earnings call.
ServiceNow CEO Bill McDermott recently offered a come-one, come-all invitation to enterprise-apps players like Salesforce and SAP to partner up for CRM.
On yesterday’s Q4 earnings call, SAP said Qualtrics & experience management are its growth engines for the future, but that it won’t abandon its past.
Larry Ellison recently claimed that he convinced a huge SAP customer to move to Oracle Cloud ERP. SAP co-CEO Christian Klein is denying any such defection.
Workday has set itself apart from primary rivals SAP and Oracle. But the challenge for Workday in 2020 will be this: can it hold or even extend that lead?
SAP’s big 2020 challenge is this: can it convince a marketplace that thinks in terms of ERP-HCM-ERP that experience management is the new model?
Salesforce co-CEO Marc Benioff has been the world’s primary driver of the CRM category’s ascendancy, so he is in a perfect position to redefine it for 2020.
A meta-article of the year’s top stories to guide you through what happened in 2019 and where things are headed in the Cloud Wars.
On a fiscal Q2 earnings call last week, Oracle chairman Larry Ellison seemed to be trashing competitors to mask Oracle’s low-growth transition to the cloud.
Stream “Ammirati on Innovation,” where Sean Ammirati and I discuss breakout products: Disney+ and its 10 million downloads in 24 hours, but also SAP’s HXM.
SAP and Salesforce both held investor-day events last month, based on which I made some educated guesses as to their future cloud revenue accomplishments.
My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
Salesforce this week laid out its plans to stay far ahead of Oracle & SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024.
SAP co-CEO Jen Morgan, on Qualtrics: “The traditional definition of HR has changed, and there’s a new category: Human Experience Management.” (HXM)
Earlier this week, SAP co-CEO Christian Klein explained to analysts that SAP is #1 in ERP. Simulaneously, Larry Ellison claims that Oracle is #1.
At a special SAP Capital Markets Day presentation on Tuesday 11/12, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond.
On an earnings call featuring incoming CEO Bill McDermott, ServiceNow appeared in a solid position to grow its revenue and maintain its enviable reputation.
Will the departures of well-established CEO leaders at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo?
A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.