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Beyond all the flashiness of the SAP-Qualtrics deal—the “unicorn” getting snatched on the eve of its IPO, the all-cash $8-billion price tag, the transmutation of “X-data” and “O-Data” and more—is the simple fact that this is the latest step in SAP’s ongoing redefinition of the...

IBM’s blockbuster acquisition of Red Hat for $33.4 billion to create a hybrid-cloud powerhouse signals a massive shift in the cloud-computing industry away from vendor-driven technology-first approaches and toward a customer-centric model that offers C-level execs strategic and high-value digital-business capabilities....

While Oracle's sprawling ambitions and product lines continue to mark every enterprise-software company as a competitor, founder Larry Ellison recently specified that the future of the entire company will be determined by the fortunes of its Cloud ERP SaaS service and its self-driving Autonomous Cloud...