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
Is SAP or Oracle #1 in ERP?

SAP and Oracle’s Larry Ellison Just Can’t Agree: Who’s #1?

November 14, 2019
In case you thought one of the tech industry’s most bitterly contested rivalries was slowing down, both SAP and Oracle are making it perfectly clear that they’re just getting warmed up in their mutual quests to be the world’s #1 apps provider. At SAP’s Capital Markets Day with financial analysts earlier this week, newly named
SAP's executive board speaks during SAP Capital Markets Day

SAP after Bill McDermott: Crush Product Silos, Focus on Customer Success

November 13, 2019
In a 4-hour coming-out party with the financial-analyst community, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond, while vowing to make customer success SAP’s #1 priority and to exterminate product silos and low-growth vestiges of the company’s past. Speaking proudly of SAP’s heritage and the huge legacy of

Life After SAP: Bill McDermott’s 10-Point Plan to Triple ServiceNow’s Revenue

October 31, 2019
In a bizarre but compelling courtship ritual, Bill McDermott—who’s the outgoing CEO of SAP and the future CEO of ServiceNow—and John Donahoe—the soon-to-be-ex-CEO of ServiceNow and future CEO of Nike—outlined in a recent earnings call the fabulous future of a company neither exec fully represents. Setting aside that quirkiness in the space-time continuum, the outgoing
There's a CEO shuffle at SAP, ServiceNow, and Oracle

As SAP, Oracle and ServiceNow Lose Leaders, Who Wins CEO Shuffle?

October 29, 2019
In times of relentless change in the Cloud Wars, will the departures of well-established CEOs and the arrival of new ones at SAP, Oracle and ServiceNow lead to upheavals or to more of the status quo? Let me quickly set the stage for this CEO shuffle: Oracle: the tragic death of CEO Mark Hurd creates
SAP icon Bill McDermott is now ServiceNow CEO

Can SAP Icon Bill McDermott Turn ServiceNow into $10-Billion Cloud Powerhouse?

October 23, 2019
After losing its current CEO to the allures of Nike, ServiceNow has scored a huge coup by recruiting SAP icon Bill McDermott to become CEO of the high-flying digital-workflow company by year’s end. Saying he is “fired up and can’t wait to get started,” McDermott takes over from John Donahoe. Donahoe tripled ServiceNow’s market cap