Steve Miranda speaks about Oracle and the SaaS revolution at OpenWorld 2019

Is Oracle Triggering a SaaS Revolution?

September 19, 2019
Proving that the traditional and siloed application categories of ERP and CRM and HCM are simply not suited for the modern digital economy, Oracle is claiming that modern business processes require a deeply integrated suite of applications. The monolithic and isolated pillars of CRM, ERP and HCM were fully adequate for the enterprise-centric model of
Workday Adaptive Insights logos

Workday’s Secret Weapon Has “Phenomenal” First Year

September 9, 2019
While Workday’s flagship HCM franchise and high-growth Financials business get most of the attention, the company’s acquisition a year ago of planning hotshot Adaptive Insights appears to be the catalyst for Workday’s ongoing success. Workday did not break out the financial performance of its Adaptive Insights Planning business in its recent earnings call. But CEO
CEO Aneel Bhusri speaks at Workday Rising 2018

Workday CEO: Oracle and SAP Can’t Match Us in Fortune 100

September 4, 2019
With half of the Fortune 100 having bought Workday HCM and 35 of those 50 customers in production, Workday CEO Aneel Bhusri said last week that Oracle and SAP just can’t cut it in competition for the world’s largest corporations. These highly successful incursions into some of the world’s largest and most-influential corporations are enormously
Marc Benioff and Salesforce are driving big SaaS revenue, along with Workday

How Big Is SaaS? Salesforce and Workday Revenue Could Hit $20B This Year

August 20, 2019
SaaS pioneers and long-time enterprise-apps allies Salesforce and Workday have a great chance to generate a total of $20 billion in revenue this calendar year. This reflects not only the two companies' impressive ongoing growth, but also the overall vibrancy of the dynamic SaaS segment of the market. The lion’s share of that $20-billion projection

Salesforce 2018 CRM Market Share Topped SAP, Oracle and Adobe—Combined!

June 19, 2019
In the world’s largest and fastest-growing enterprise-applications category, Salesforce racked up CRM market share of 19.5% in 2018. The combined share for SAP, Oracle and Adobe was 18.9%, Gartner said earlier this week. Pegging the market’s total size for 2018 at $48.2 billion, Gartner said the CRM sector grew 15.6% for the year and remains
How Microsoft is influencing the SaaS revolution

Microsoft Is Helping Turn the SaaS Market Upside-Down

June 14, 2019
While Microsoft’s not one of the leading enterprise-applications vendors, its massive influence as the world’s #1 cloud-computing provider is making it a major player in the quiet but unmistakable revolution in the SaaS business. I’ve written about this upheaval in a number of places recently, including in this week's Cloud Wars Newsletter, titled “The SaaS
What Thomas Kurian must explain at Google Cloud Next '19

Four Big Questions Google Cloud Must Answer This Week

April 8, 2019

Two months after offering a compelling glimpse into how Google Cloud will become an aggressive and highly capable competitor in the Cloud Wars, CEO Thomas Kurian this week must win the confidence of customers and partners during the company’s highly anticipated Next ’19 event by filling in the details about  core positioning, industry solutions, and customer-success stories.

The SAP Qualtrics Effect: How Salesforce, Oracle and Workday Should Respond

March 12, 2019

If it’s indeed true that I Have Seen the Future of Enterprise Software and It Is SAP Qualtrics, then what impact will the Qualtrics Effect have on leading SaaS companies Salesforce, Oracle and Workday? Quick recap: I believe Qualtrics will profoundly shake up the enterprise-software business because it’s figured out a way to interconnect customer

Why Salesforce Is the World’s #1 SaaS Vendor: 360-Degree Scale

March 6, 2019

While many SaaS vendors are performing extremely well these days in the Cloud Wars, the largest of them all by far, Salesforce, continues to execute at a pace and on a scale that others can so far only dream about. Having just closed the books on $13-billion year, and with plans to double that in

deployments

Workday Reveals Secret Weapon Against Oracle and SAP

March 5, 2019

As Workday continues to compete successfully against much-larger rivals Oracle and SAP in the red-hot cloud ERP and HCM markets, Workday is using its nimbleness to complete customer deployments at what it says are far lower costs than those of its larger rivals. For decades, enterprise-tech applications vendors have grudgingly had to admit that for every