ServiceNow continues aggressive push, working with partners to develop specializations that will help customers drive results leveraging the latest AI technology.
Workday
Salesforce CEO Marc Benioff predicts an AI-powered revolution with “agentic AI,” transforming business operations, reducing costs, and driving unprecedented customer engagement—while signaling a shift toward digital labor over traditional software development.
SAP’s Q4 and full-year 2024 results showcase remarkable growth, with cloud ERP revenue up 35%, a 43% increase in cloud backlog, and cloud now accounting for 50% of total revenue.
Bonnie Tinder explores how AI is transforming the enterprise software landscape, focusing on Oracle, Workday, and SAP’s strategies to integrate AI for business growth and innovation.
ServiceNow CEO Bill McDermott shares insights on how AI agents will transform productivity, projecting significant time savings and a $20 trillion opportunity for businesses by 2026, emphasizing the importance of AI-driven innovation and cross-functional integration.
Recruiting and onboarding are two critical HR functions that are being measurably streamlined by Workday’s Recruiter Agent, CEO Carl Eschenbach says.
SAP CEO Christian Klein discusses how the company is leveraging AI and end-to-end solutions, including the “super agent” Joule, to drive business transformation and enhance customer productivity.
Microsoft and Oracle’s diverging AI strategies — standalone agents vs. integrated solutions— set the stage for transformative “Agent Wars” in enterprise technology.
Workday CEO Carl Eschenbach reveals how businesses can unlock AI’s full potential with a focus on data quality, ROI, and trusted vendors.
Carl Eschenbach, CEO of Workday, discusses AI’s role in business, CEO priorities for 2025, and Workday’s competitive edge in this exclusive interview.
Workday CEO Carl Eschenbach predicts a surge in AI investment in 2025, emphasizing ROI-driven customer expectations, vendor consolidation, and Workday’s advantage through its focus on HR and financial applications.
AI-driven applications suites are transforming enterprise efficiency, innovation, and integration.
The Suite Wars intensify as major apps vendors focus on AI, integration, employee experience, security, and industry-specific solutions.
Subscription revenue grows 15.8% in Q3, but Workday faces competitive pressures and slower FY26 growth projections.
Workday faces declining growth rates but aims to drive future growth through AI, full-suite solutions, and new leadership.
By combining Microsoft Copilot and ServiceNow AI agents, the two companies aim to drive automation and simplify business processes across the enterprise.
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.
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.