Cloud Wars analyzes Workday in 2020: its challenge will be to extend its lead over SAP and Oracle.

Workday’s Beating Oracle and SAP in Fortune 100—Can It Continue?

January 16, 2020
(Latest in our series on the top challenges facing the Cloud Wars Top 10 in 2020.)   With Workday’s quarterly revenue getting awfully close to $1 billion, its demonstrated ability to win big HR deals within the world’s largest corporations has set it apart from primary rivals SAP and Oracle. But the big challenge for Workday
Cloud Wars analyzes SAP's biggest 2020 challenge

SAP’s New Co-CEOs Bet the Company on ‘Experience Management’

January 7, 2020
(Fourth in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Speaking to financial analysts in mid-November very shortly after becoming co-CEO of SAP, Jennifer Morgan opened her remarks about SAP’s product strategy by saying, “Let me start with Qualtrics.” That commitment to Qualtrics and
Cloud Wars analysis: can Salesforce redefine CRM in 2020?

Salesforce Vs. SAP: Can Marc Benioff Win the Battle to Redefine CRM?

January 6, 2020
(Third in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Since the buyer-seller relationship today is managed primarily and sometimes exclusively by the customer, does the term “Customer Relationship Management” mean anything anymore? Yes, that question contains a bit of mushiness—after all, who cares
Cloud Wars Top 10 stories of 2019

The Top 10 Cloud Wars Stories of 2019

December 23, 2019
In a year crammed with bold moves into new categories, high-profile executive changes, extraordinary customer transformations, and energetic new approaches from “legacy” players, 2019’s biggest overall story of all is the enterprise cloud becoming the world’s leading platform for innovation, growth, and digital rebirth. Across industries, geographies, and strategic imperatives, the cloud this year blew
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
Disney+: 10 Million in 24 Hours | Ammirati on Innovation

Disney+: 10 Million in 24 Hours | Ammirati on Innovation

December 12, 2019
Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 8 In this episode, Sean and I discuss the blockbuster
Cloud revenue projections for SAP and Salesforce

Cloud Revenue Super-Surge: Salesforce and SAP to Top $51 Billion for 2023

December 3, 2019
With Salesforce and SAP forecasting cloud revenue for 2023 that will total more than $51 billion, it’s clear that one of the greatest growth markets in history has not come even close to reaching its full potential. SAP and Salesforce both held investor-day events last month, and their respective presentations included revenue projections for calendar
Top 3 2020 tech battles: the Cloud Wars preview

Top 3 Tech Battles in 2020: Microsoft vs. Google, Salesforce vs. SAP, Amazon vs. Oracle

December 2, 2019
As cloud computing becomes the dominant platform for digital business in 2020 and beyond, the world’s six most-influential cloud vendors will engage in three separate and intense competitive tech battles in 2020. Each has huge implications for the vendors' business customers. These high-stakes clashes will impact hundreds of thousands of businesses across the globe, as

How Salesforce Plans to Defeat Oracle and SAP While Scaling to $35B

November 22, 2019
Supremely confident that its revenue will top $20 billion in calendar 2020, Salesforce this week laid out how it intends to stay far ahead of rivals Oracle and SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024. At its Dreamforce Investor Day presentation, Marc Benioff’s company laid out in
SAP co-CEO Jen Morgan explained Qualtrics and HXM on a recent analyst call

SAP Says HCM Is Dead—Can Qualtrics Transform it to HXM?

November 21, 2019
Fulfilling promises from a year ago when it acquired Qualtrics for $8 billion, SAP says its infusion of Qualtrics experience-management capabilities into its SuccessFactors HR suite marks the end of the HCM category and the rise of HXM. “The days of transactional HCM are over,” said SAP co-CEO Jennifer Morgan at the company’s meeting last