The Cloud Wars Top 10 Report Card for June 2019

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

June 10, 2019
As the enterprise cloud becomes without question the foundation for digital business, how are the world’s top cloud-computing vendors stacking up? Let’s pass out some grades for the vendors making up the Cloud Wars Top 10. #1 Microsoft. Its Azure cloud continues to grow at breathtaking rates (for the 3 months ended March 31, Azure
Read More

Attention Workday, SAP and Oracle: Is Salesforce Jumping into HCM?

June 7, 2019
While I still believe there’s only a minuscule chance that Salesforce is getting into the HCM business, after this week’s stunning announcement about Microsoft and Oracle partnering up in the cloud, it’s probably best to never say never. With the enterprise-cloud marketplace undergoing tremendous growth and corporate customers showing massive appetites for cloud services of
Read More

Microsoft-Oracle Shocker: Customers Win as #1 and #6 Vendors Pair Up

June 6, 2019
In announcing a stunning new partnership that conjures up “not until hell freezes over,” #1 cloud vendor Microsoft strengthens and extends its leadership position while #6 Oracle wins big new customer opportunities by setting aside its fierce independence. This landmark agreement goes far beyond the standard tech-industry pair-ups of convenience precisely because of the companies
Read More
Thanks to Mulesoft, Salesforce can put together a Customer 360 view for its partners.

Salesforce’s New Strategy: All-In on ‘Customer 360,’ Powered by MuleSoft

June 5, 2019
Claiming that CEOs have become virtual CIOs and chief digital officers, Salesforce is doubling down on its Customer 360 strategy as the digital-transformation phenomenon shifts from boardroom theory to full-blown execution. Founder and co-CEO Marc Benioff certainly used yesterday’s fiscal Q1 earnings call to showcase some impressive growth numbers. But his real purpose was to
Read More
Oracle SVP Steve Daheb spoke with Cloud Wars Live about the breakthroughs that Oracle cloud is delivering for customers.

Oracle Cloud Driving “Fundamental Breakthroughs for Companies of All Sizes”

June 3, 2019
By playing in all three layers of the cloud and offering a fully autonomous cloud database, Oracle’s betting it can help customers do things they were never able to do before while accelerating operations, reducing cost and reducing risk. “We're starting to see things at this tipping point, that point after which unstoppable change occurs,”
Read More
Workday on the rise: the company could soon have a billion-dollar quarter

Workday’s Path to a $1-Billion Quarter: 10 Key Insights

May 31, 2019
It’s extremely likely that within the coming year, Workday will report its first billion-dollar quarter. “Plucky little Workday”—what a myth!! Through its long-time focus on customer success, judicious acquisitions, rigorous deployment of modern technology and bold but steady leadership, Workday has become one of the most successful and fast-growing enterprise software companies in the world.
Read More

Why High-Flying Workday Is Pushing ML over M&A

May 30, 2019
After posting excellent quarterly results buttressed by last year’s acquisition of Adaptive Insights, Workday CEO Aneel Bhusri said the high-flying company is focusing much more intensely on machine learning than on additional M&A. Before getting to that, here are a few quick details on Workday’s fiscal Q1 results for the 3 months ended April 30:
Read More
ServiceNow Chief of Innovation Dave Wright speaks with Bob Evans about 'systems of action'

ServiceNow’s Breakthrough Strategy: Create ‘Systems of Action’

May 29, 2019
With a market cap of $50 billion and annual revenue likely to be well over $3 billion, ServiceNow has blown past niche status as it fuses digital workflows with great experiences for employees and customers. And ServiceNow has accomplished all that while avoiding head-on competition with major enterprise-software players such as SAP, Oracle and Microsoft.
Read More
Bob speaks with TJ Graven about Under Amrour's work with SAP and Qualtrics

Under Armour Targets Mass Personalization at Scale via SAP and Qualtrics

May 23, 2019
You gotta love the boldness and ambition of athletic-apparel maker Under Armour: “To inspire you with performance solutions you never knew you needed and can’t imagine living without.” In a highly competitive space with rapidly shifting go-to-market dynamics, Under Armour is focusing on hard-core fitness consumers who not only demand high-performance products but often expect
Read More