Workday execs monitor its Q2 growth

Workday Says Limitations of Legacy Systems (SAP & Oracle) Boosted Q2 Growth

August 31, 2020
With strong Q2 results pushing Workday’s stock price up 13% in a single day, company leaders cited the debilitating limitations and shortcomings of legacy systems as a leading factor in the recent surge to the cloud for many businesses. While Workday executives in last week’s earnings call did not specifically mention the company’s two primary
Oracle, Microsoft, and IBM battle in the hybrid cloud market

As Salesforce Blows By SAP and Oracle, Cloud Wars Top 10 Market Cap Hits $5.66 Trillion

August 28, 2020
Earlier this week on the morning after Salesforce posted its stunning Q2 results, I wrote that in spite of the 12% after-hours surge in Salesforce’s share price, SAP was still the market cap king over Salesforce and Oracle. But in the full day of trading following Salesforce’s release of its superb quarterly results—revenue up 29%
Slide from Salesforce Q2 earnings presentation showing dominance in CRM

Salesforce Beats SAP, Oracle, Microsoft, Adobe—Combined!—in 2019 CRM Share

August 26, 2020
As Salesforce’s blowout Q2 sent its share price to record heights and pushed future guidance higher, the company’s ongoing and thorough domination of the CRM field—against some very worthy competitors—continues to define Marc Benioff’s company. In the earnings presentation released yesterday afternoon with its blockbuster results, Salesforce included a 2019 CRM revenue market-share chart from
SAP CEO Christian Klein's company has a higher market-cap value than Oracle and Salesforce

Why SAP Is Beating Salesforce and Oracle in the Market-Cap Wars

August 25, 2020
Which cloud powerhouse does the public value most highly: Salesforce, with annualized revenue of about $19 billion; SAP, with annualized revenue of about $32 billion; or Oracle, with annualized revenue of about $40 billion? Market capitalizations can be fleeting things—Apple’s is currently at $2.1 trillion—but in spite of occasional flightiness, they provide a fully objective,
Salesforce CEO Marc Benioff

Salesforce Q2 Earnings Call: Marc Benioff Will Focus on These 5 Things

August 24, 2020
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue, what are the big issues founder and CEO Marc Benioff will choose to discuss on the Aug. 25 earnings call? While Benioff’s exceptionally wide range of interests inside and outside the tech community provide an enormous range of potential
Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like
Table showing Microsoft Azure growth rate for the last three fourth quarters

As Microsoft Azure Growth Declines, Should Satya Nadella Worry?

August 12, 2020
The growth rate for Microsoft Azure has tumbled from 89% nine quarters ago to 50% last quarter.   Should this be a cause for concern for the world’s largest and most-influential enterprise-cloud vendor and its CEO? Or is it just a natural offshoot of the law of big numbers, in which it is wickedly difficult
people walk around at Salesforce Dreamforce conference 2019

Will Salesforce Be First Cloud Apps Vendor to Top $5 Billion in a Quarter?

August 11, 2020
As Marc Benioff’s company bears down on its first $5-billion quarter, will Salesforce become the first cloud-applications vendor to hit that mark? I hate to do this to you, but the answer is... it depends. I know, I know, that’s a dirty trick. I truly wish I could give you a clear answer one way
AWS CEO Andy Jassy onstage, talking Amazon and growth

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

August 4, 2020
Oh, to have the problems Jeff Bezos has. You have to feel pretty good if you’ve got a business running at a $43-billion annualized rate and it’s getting knocked for growing “only” 29%. Such is the case with Amazon’s AWS cloud-computing unit, which for the past few years has been not only the fastest-growing business