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
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
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
Microsoft CEO Satya Nadella talks about hypergrowth in a video

Microsoft Hypergrowth: Beyond Azure, Satya Nadella’s 5 Superstars

July 27, 2020
While it’s hardly a surprise anymore when Microsoft reports Azure revenue growth of 50%, Satya Nadella made a point in its fiscal-Q4 earnings call to call out the parallel steep growth in five related segments. As Microsoft’s enterprise-cloud revenue for the 12 months ended June 30 soared to $51 billion on the strength of $14.3
Larry Ellison and Christian Klein, who have been fighting over Oracle stealing SAP customers

Oracle and Larry Ellison Go Silent on Snatching Huge SAP Customers

June 24, 2020
Six months ago, Larry Ellison publicly promised that in March, some of SAP’s largest ERP customers would rip and replace those mission-critical systems and replace them with Oracle Cloud ERP. In March, Ellison once again declared very publicly that loads of SAP’s biggest customers were in the final stages of replacing SAP’s on-premises ERP systems
Adobe CEO Shantanu Narayen says that Adobe Digital Experience business grew just 5% last quarter

Amid Wicked Competition with Salesforce, Adobe Enterprise Business Stalls

June 23, 2020
Battered by the COVID pandemic and the declining performance of its Advertising Cloud, Adobe’s enterprise-oriented Digital Experience business posted quarterly revenue of $826 million, up just 5%, for the 3 months ended May 31. Adobe’s fairly new to the Cloud Wars Top 10, where it holds the #10 spot, and in its previous quarter reported
Oracle founder Larry Ellison, who slammed Workday for losing Goldman Sachs

Oracle Calls Out Workday on HCM Growth, Customer-Sat Scores, Loss of Goldman Sachs

June 18, 2020
Larry Ellison says Oracle will displace longtime #1 Workday in cloud HCM on the strength of Oracle’s higher HCM growth rates, higher customer-sat rankings from analysts and its conversion of Goldman Sachs as a major HCM customer. Citing another trend as Oracle’s friend, Ellison said that more and more customers who are buying cloud ERP
Oracle CEO Safra Catz, who spoke on yesterday's fiscal-Q4 earnings call

10 Reasons Larry Ellison Believes Oracle Can Beat Amazon and Microsoft

June 17, 2020
After several quarters of simply talking about how Oracle will someday become a player in the massive IaaS business, Larry Ellison yesterday offered an extensive list of customer wins that will surely have grabbed the attention of Amazon and Microsoft. On top of that, Ellison and Oracle CEO Safra Catz also used yesterday’s fiscal-Q4 earnings
Ahead of its Q4 earnings call, the Oracle logo appears on a large conference center window

Oracle Q4 Earnings: Larry Ellison Will Focus on 5 Things (Including SAP)

June 10, 2020
When Oracle’s Q4 earnings come out on June 16, Larry Ellison will be sure to focus on his two bet-the-company cloud products, his efforts to shake up cloud definitions and his looming promise to snatch some big SAP customers. Oracle’s fiscal Q4, ended May 31, is always Oracle’s largest. It also often reveals some developing