Oracle chairman Larry Ellison, who will speak on Thursday's earnings call

Oracle Q1 Earnings: Why Larry Ellison Will Hammer Amazon, SAP and Workday

September 8, 2020
A couple of years ago, Oracle earnings calls were long on Larry Ellison’s visions of overtaking Salesforce as the world’s leading SaaS provider, and short on details of exactly how Ellison planned to become a legitimate player in cloud infrastructure. But later this week when Oracle (#6 on the Cloud Wars Top 10) releases its
Workday Revives co-CEO Model with Aneel Bhusri and Chano Fernandez

What Did Oracle, Salesforce and SAP All Scrap But Workday Just Revived?

September 4, 2020
The co-CEO model might be dead and gone at fellow cloud powerhouses Oracle, Salesforce and SAP, but Workday last week revived the unconventional management structure to allow co-founder and now-co-CEO Aneel Bhusri more time to focus on products and strategy. Bhusri’s new partner in leading Workday into the challenging future is Chano Fernandez, who prior
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
Ashley Goldsmith of Workday talks employee well-being during COVID-19

Employee Well-Being During & After COVID: a Chat with Workday’s Chief People Officer

July 30, 2020
As SaaS powerhouse Workday helps thousands of customers around the world deal with the COVID-19 crisis, chief people officer Ashley Goldsmith is leading Workday’s own efforts to carefully orchestrate a return to work with its overriding priority of employee safety. “For Workday, employee safety and well-being has been and always will be our top priority.
logo for Workday, which is responding to competition from Oracle in HCM

As Oracle Guns for #1 in HCM, Workday Slashes Deployment Times

July 7, 2020
With its own commitment to great customer service intensified by Oracle’s undeniably strong momentum in HCM, Workday is rolling out a program to help large customers deploy new applications more quickly and at lower cost. While the program has been in place for a couple of years for mid-sized enterprises, big corporations have been telling
Oracle founder Larry Ellison, who says that analysts prefer Fusion HCM to Workday

Oracle-Workday Showdown: Larry Ellison Says Analysts Prefer Fusion HCM—Do They?

June 22, 2020
With Oracle declaring its intentions to displace Workday as the world leader in cloud HCM, Larry Ellison last week claimed that industry analysts rate his Fusion HCM applications as superior to Workday’s HCM solutions. (See Oracle Calls Out Workday on HCM Growth, Customer-Sat Scores, Loss of Goldman Sachs.) That’s not a surprising claim from Ellison—every
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
Empty desks, emblematic of the need for business recovery that Aneel Bhusri recently talked about

Global Recession Exposing Deep Flaws in Traditional IT: Workday CEO Aneel Bhusri

June 3, 2020
While you’d expect Workday CEO Aneel Bhusri to tout cloud technology over traditional IT, Bhusri said yesterday that the limitations of on-premises systems are hampering the recovery efforts of companies that haven’t moved to the cloud. Last week, as Workday reported that quarterly revenue topped $1 billion, Bhusri mentioned on the earnings call that the
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.
Workday CEO Aneel Bhusri, who will speak on the earnings call May 28th

Will Workday Whack Oracle and SAP Again on Earnings Call?

May 27, 2020
As Workday continues to thrive against much-larger competitors, CEO Aneel Bhusri has been hammering home his belief that Oracle and SAP simply cannot match Workday’s ability to drive high levels of success for the world’s largest corporations. Workday releases its fiscal Q1 earnings later today. And I think it’s highly likely that Bhusri will once