Graphic showing how Salesforce and Tableau deliver Customer 360

Marc Benioff’s Next Big Challenge: Make Salesforce a Data-Analytics Powerhouse

March 2, 2020
Several months after refocusing his entire company around its ‘Customer 360’ strategy, Salesforce CEO Marc Benioff now says the Tableau acquisition is transforming Customer 360 from a unified data approach to a decision-making engine. In Salesforce’s dazzling Q4 earnings release that featured not only blowout financials but also the unexpected departure of co-CEO Keith Block,
Salesforce CEO Marc Benioff, whose company is nearing a $20 billion run rate

Salesforce Shock & Awe: Growth Accelerates as Run Rate Hits $20 Billion

February 28, 2020
The scary thing about Salesforce and its record-busting fiscal Q4 is that the company’s growth rate is accelerating. as the company is about to hit a $20-billion annualized run rate. Yes, acquisitions have played some part in that—but not that much of a role. The inescapable fact is that over the past five quarters, the
Keith Block, the former co-CEO of Salesforce, speaks onstage

How Marc Benioff’s Vision for Salesforce’s Future Triggered Executive Shuffle

February 27, 2020
Over the last 6-1/2 years, Keith Block helped Marc Benioff do what few corporations have ever done before. But in a classic case of “what got us here won’t get us there,” Benioff leveraged the occasion of Salesforce’s record Q4 and fiscal-2020 earnings results to announce the departure of Block and continue staffing up his
The SAP co-CEOs led a recent Q4 earnings call

SAP Hits Back at Larry Ellison’s Claim that Oracle’s Snatching ERP Customers

February 11, 2020
Dismissing Larry Ellison’s claim that Oracle is about to start ripping and replacing traditional SAP ERP systems, SAP co-CEO Christian Klein recently said SAP’s market share is more than twice that of any competitor, is growing rapidly in all phases, and is adding corporate customers that have never used SAP before. There’s much more here
SAP co-CEO Jen Morgan speaks on the Q4 earnings call about Qualtrics and more

SAP Blockbusters: Bets Future on Qualtrics, Hedges on 2025 Deadline

January 29, 2020
Committing to a disruptive future while protecting its powerful past, SAP said Qualtrics and experience management are its growth engines for the future and that it will probably scuttle plans for terminating ECC support in 2025. On yesterday’s Q4 earnings call, SAP co-CEOs Christian Klein and Jennifer Morgan offered a range of compelling comments about
SAP co-CEO Christian Klein denies claims that Oracle under Larry Ellison stole a huge ERP customer

Oracle-SAP Showdown: SAP Calls BS on Larry Ellison Claim of Snatching Huge SAP Customer

January 27, 2020
Rejecting Larry Ellison’s recent claim that he’s convinced one of SAP’s largest customers to dump SAP and move to Oracle's Cloud ERP, SAP co-CEO Christian Klein denied any such defection and said his ERP share is in fact expanding. What makes this particular case of dueling realities so intriguing is that Ellison spent a significant
Cloud Wars analyzes the IBM Cloud growth spurt

IBM Cloud’s Big Growth Spurt: 10 Key Numbers

January 23, 2020
While I continue to believe IBM’s cloud resurgence will be short-lived unless CEO Ginni Rometty makes some sweeping changes, the company was certainly able to share some impressive Q4 results. Yesterday, in a piece called Ginni Rometty’s Last Stand: A 5-Point Plan to Reignite IBM’s Growth, I argued that IBM is hamstrung by a corporate
Oracle Autonomous Database sign: Think Autonomous

Attack of the Killer Database: Oracle Autonomous DB “Will Replace Everything”

December 17, 2019
While Oracle’s Autonomous Database won’t make a significant impact on revenue until a year from now, Larry Ellison’s predicting it will “triple” the size of Oracle’s database business and render all other Oracle databases obsolete. In last week’s FY20 Q2 earnings call, Ellison continued his effusive praise of the one-of-a-kind database. But he also noted
Larry Ellison speaks at Oracle Open World

Oracle Against the World: Ellison Trashes SAP & Workday but Grows Only 1%

December 16, 2019
Belittling the capabilities of peers that are beating Oracle in some key markets, Oracle chairman Larry Ellison is playing a high-risk game of trashing the competition to mask his own company’s lengthy and low-growth transition to the cloud. While Ellison’s taunts—a blend of truth, half-truths, and flat-out fantasies—can be entertaining and a little catchy, Oracle’s
ServiceNow has climbed to #9 on the Cloud Wars Top 10

ServiceNow Jumps to #9 on Cloud Wars Top 10 behind #6 Google, #7 IBM, #8 Workday

November 5, 2019
With the imminent arrival of outgoing SAP CEO Bill McDermott and his revelation of plans to triple its revenue, ServiceNow has climbed to the #9 spot on the Cloud Wars Top 10 ranking of the world’s most-influential cloud vendors. Accenture slips from #9 to #10 in the wake of ServiceNow’s ascent, which has been triggered