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.
SAP
To diginomica.com, SAP CEO Christian Klein predicted increasing tension with Microsoft & Google over applications & control over customer transformations.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
In this episode of the Cloud Wars Live podcast, Sean Ammirati calls on businesses struggling amid COVID-19 to embrace “the Disney+ strategy” of innovation.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Stream “Steube on Spending,” a monthly Cloud Wars Live podcast, for insights into the results of an April survey of CEOs about COVID-19, cloud and more.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.
SAP Qualtrics has discovered huge demand for Remote Work Pulse, a free new solution that helps businesses offer WFH employees real-time support.
In an exclusive Cloud Wars interview, SAP co-CEO Christian Klein explained why SAP’s forward-looking approach to ERP is helping customers embrace the cloud.
SAP tells Cloud Wars that buyer postings are up 51% and supplier responses are up 177% since it made Ariba Discovery free amid the coronavirus crisis.
Responding to the continued disruption of COVID-19, the CEOs of SAP and Microsoft shared powerful letters to their employees and extended communities.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
It’s now mid-March, when Oracle founder Larry Ellison promised to disclose details about the big German ERP customer that Oracle’s going to steal from SAP.
Its fast-growing Financials biz and enhanced product lineup have made Workday a very serious competitor vs. traditional heavyweights Oracle and SAP.
During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
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.