Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
Workday
SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
SAP’s focus on evolving its cloud ERP and Business Data Cloud platforms is paying off with dramatic Q3 gains.
Brad Haupt explains how Workday empowers caregivers with better tools and data, shifting focus from expense reduction to quality enhancement.
Monument Health VP Brad Haupt explains how Workday’s AI-driven platform transforms supply chain operations into a strategic force in patient care.
SAP’s Connect event unveiled a transformative strategy focused on AI, unified data, and personalized assistants to create a truly Intelligent Enterprise.
Workday tools helped Monument Health manage post-pandemic disruptions and reduce back orders and delays in patient treatment.
At Workday Rising, the company announced new ERP innovations and partnerships with Microsoft, Salesforce, Snowflake, and Databricks.
At Workday Rising, Gerrit Kazmaier emphasized how “ERP for the AI era” means rethinking legacy ERP: moving from function‑oriented systems to AI‑embedded workflows, experience layers like Sana, and purpose‑built agents that align with business context.
At Workday Rising 2025, Workday revealed its strategy to redefine ERP for the AI Era: launching agentic AI agents, expanding its data‑cloud offerings with Snowflake, introducing Flex Credits, and deepening ties with Microsoft.
Workday, long resistant to ERP, is now embracing it with AI-powered agents, data cloud partnerships, and expanded alliances to reshape enterprise operations.
Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Marc Benioff refutes the “SaaS is dead” narrative with data, biblical wisdom, and a vision of AI-enhanced applications at Salesforce.
Benioff’s pivot to AI and data aims to rejuvenate Salesforce growth and disrupt traditional SaaS boundaries.
Explore how AI copilots, agents, and breakthrough standards like MCP and A2A are redefining work as enterprises shift to AI-first models and human-AI collaboration.
Workday delivered 14% growth in subscription revenue in Q2, powered by widespread AI adoption across new and existing customers.
Workday reported strong Q2 growth driven by widespread adoption of its AI solutions, expansion into mid-market and government sectors, partner contributions, and new global initiatives.
Google Cloud’s AI-native infrastructure and enterprise partnerships are fueling its fastest growth rate in years.
SAP’s Q2 cloud revenue rose 24% to $6B, marking a slowdown from past quarters but still outperforming major competitors like Oracle and Salesforce.
SAP posted strong Q2 results with 24% cloud growth, but backlog growth slowed to 22%, down from 28% in Q1, raising questions about market uncertainty, especially in the U.S. public sector.