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
Tableau CEO Adam Selipsky, who is helping Salesforce with analytics

Marc Benioff’s Secret Weapon: Tableau Turning Salesforce into Analytics Powerhouse

June 11, 2020
To me, the 2x4-across-the-face disclosure in Salesforce’s latest earnings release was not that they almost reached $5 billion in quarterly revenue but rather that “Platform & Other” has become Marc Benioff’s #1 revenue-producing business. Bigger than Service Cloud, bigger than Sales Cloud and Marketing cloud and all the others. And growing at a wicked clip
Slide from Salesforce Q1 earnings presentation

Salesforce Shocker: Its #1 Revenue Business Is “Platform and Other”

June 1, 2020
While Salesforce has been known as a SaaS powerhouse for its entire 21-year existence, its largest and fastest-growing business is now “Platform and Other” as the shape of the enterprise cloud continues to evolve. As shown in the graphic above from Salesforce’s fiscal-Q1 earnings presentation (it’s slide #8), the business unit called Platform and Other
Salesforce CEO Marc Benioff, who delivered inspiration on a recent earnings call

Marc Benioff Delivers: “The Best I’ve Ever Seen Salesforce Perform”

May 29, 2020
Whether procuring and delivering 50 million pieces of PPE, launching an extraordinary new pandemic-driven product, or generating $4.87 billion in revenue during the COVID-19 crisis, Marc Benioff’s had a quarter like no other. And during yesterday’s fiscal-2021 Q1 earnings call, Benioff made it perfectly clear in his inimitable fashion that Salesforce’s performance during the quarter
Cover image for Cloud Wars Live: Steube on Tech Spending Amid COVID-19

COVID-19 Scrambles IT Spending Priorities | Steube on Spending

May 28, 2020
“Steube on Spending” episodes provide timely windows into enterprise-IT buying trends from a guy who’s got the data to back it up. Peter Steube, managing director of Enterprise Technology Research (ETR), joins us to discuss what his company is learning from surveys of big-company CIOs and IT decision-makers around the world. Today, Peter and I
Salesforce and Workday CEOs; the two companies will team up, per Workday Q1 earnings call

Workday Hammers Legacy Model, Tops $1B, Embraces Salesforce & Microsoft

May 28, 2020
Workday is reinforcing the battles lines in the Cloud Wars as it tightens its long-standing alliances with Microsoft and Salesforce, highlights the shortcomings of on-premises apps during COVID-19 and exceeds $1 billion in quarterly revenue for the first time. The upshot is that Workday’s becoming even more of a power player in the Cloud Wars.
Salesforce CEO Marc Benioff

Can Salesforce Keep Growing? Five Possibilities for Marc Benioff

May 9, 2020
Editor’s note: This article was contributed to Cloud Wars by Jiri Kram, a solution architect who studied Fintech at MIT and specializes in cloud computing and blockchain. He is a highly respected commentator on LinkedIn, where he originally published this piece on May 6. This article marks Jiri’s third appearance on Cloud Wars; you can
Cloud Wars 2020 cloud revenue projections

Microsoft & Amazon Lead Top 5 Beyond $150 Billion in Cloud Revenue in 2020

April 30, 2020
Despite the massive economic toll being wrought by COVID-19, Microsoft’s strong Q1 cloud-revenue growth indicates that the 5 largest cloud vendors could defy the pandemic’s impact and generate cloud revenue of $150 billion in 2020. This is admittedly a totally speculative endeavor, but I think it’s worthwhile given the vast uncertainty about what’s in store
SAP co-CEOs Christian Klein and Jen Morgan, whose departure was announced this week

SAP, Oracle and Salesforce Agree on One Thing: co-CEO Model Is Dead

April 22, 2020
In the past 9 months, three of the world’s most powerful and successful software companies have all dropped the co-CEO model. And while each of those companies has offered a different reason for making that high-level change, I believe they all did it for exactly the same reason: it’s a bad idea and doesn’t really
Cover image for Cloud Wars Live: Peter Steube on COVID-19, cloud, CEOs and more

If Your Stomach’s Turning, You’re Not Alone | Steube on Spending

April 21, 2020
"Steube on Spending" episodes provide timely windows into enterprise-IT buying trends from a guy who's got the data to back it up. Peter Steube, managing director of Enterprise Technology Research (ETR), joins us to discuss what his company is learning from surveys of big-company CIOs and IT decision-makers around the world. Today, Peter shares insights