Despite earlier caution from Salesforce and Workday CEOs, Salesforce, Workday, and Snowflake are expected to report accelerating growth for Q3, driven by strong AI demand, their market leadership, and renewed business optimism.
Workday
The AI revolution is fueling growth across the cloud industry, with CEOs and boards intensely focused on capitalizing on AI’s potential to drive innovation and productivity.
Over the past seven weeks, the Cloud Wars Cloud & AI Confidence Index has climbed by $480 billion to $9.22 trillion, reflecting strong investor optimism in cloud and AI technologies.
The Cloud and AI Confidence Index tracks the combined market caps of the Cloud Wars Top 10 companies, which recently topped $9 trillion.
A company-by-company breakdown of Cloud Wars CEO of the Year candidates, their strengths, and their companies’ latest wins.
Google Cloud tops the Cloud Wars Growth Chart with a 35% Q3 growth rate, showcasing rapid acceleration driven by AI innovation
The AI Workday Assistant empowers leaders with self-service tools for efficient budgeting and forecasting.
Bill Gosling Outsourcing leverages Workday’s AI and analytics to scale operations and drive growth across global markets.
SAP is outpacing major competitors with a 34% increase in Cloud ERP Suite revenue and aggressive growth plans fueled by new customer acquisitions and a strong focus on AI offerings.
SAP’s increasingly modular cloud ERP suite, covering financials and supply chain, is saw a 33% growth rate in Q2, which is expected to continue in Q3.
CEOs from leading cloud companies are driving innovation in AI, business transformations, and customer engagement in 2024, displaying visionary leadership and building modern partnerships.
Meet the cloud leaders pushing the boundaries of innovation, leading the way toward Cloud Wars CEO of the Year recognition.
The 2024 Cloud Wars CEO of the Year will honor a visionary leader driving transformative growth and innovation in the cloud industry.
SAP enters the agent wars by combining its Joule CoPilot with new AI-driven agents to enhance enterprise efficiency.
After brokering multi-cloud infrastructure deals, Ellison now sets his sights on uniting competing SaaS giants to ease app integration, aiming to revolutionize enterprise tech.
A recent keynote revealed Larry Ellison’s vision for an applications cloud similar to the multi-cloud infrastructure deals that he drove.
ServiceNow’s suite of AI-driven workflows could lead to powerful partnerships — or intense competition — with SAP and Oracle.
ServiceNow, under Bill McDermott’s leadership, is expanding its workflow platform and potentially positioning itself against major applications vendors like SAP, Oracle, and Microsoft in the evolving cloud market.
Workday Rising focused on AI innovation and customer-centricity, featuring partnerships and the evolving role of HR leaders in driving business success.
Legacy tech giants like Oracle, SAP, and IBM defy the odds with significant gains amidst the AI boom, challenging misconceptions about their cloud competitiveness.