Workday Perspectives: introducing new Digital Transformation research

Remember: Digital Transformation Is Just the Vehicle—It’s Not the Destination

August 28, 2019
Modern consumers represent a dizzying challenge for businesses because those people have more choices than ever before, more buying power than ever before, and less brand loyalty than ever before. And as digital technology has been added to that already-volatile mix, the situation for businesses has shifted sharply from challenging to existential: how do those
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Cloud Wars Perspectives: Cloudera on our data-driven future

The Data-Driven Future Is Here: Are You Leading, or Becoming Irrelevant?

August 26, 2019
If a CEO told her board she doesn’t know if the company made money last quarter because it’s just too difficult to reconcile disparate currencies and bank accounts and types of payments, that CEO would be tossed overboard instantly. As the value of data soars in today’s digital economy, that same fate will soon await
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Salesforce and SAP compete for customer-experience leadership

Salesforce vs. SAP: Who Will Lead the Customer-Experience Revolution?

August 26, 2019
While every Salesforce earnings call is a superlative-loaded celebration of unbridled enthusiasm and buoyant celebration for cofounder and co-CEO Marc Benioff, the one last week announcing the company’s first $4-billion quarter approached messianic rapture. “We’re at the beginning of an enormous wave of digital transformation... And Salesforce is at the center of this massive shift
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cloud revenue projections for calendar 2019

Cloud Revenue Surging to $158 Billion for Top 10 Vendors in 2019

August 21, 2019
As digital transformation powered by the cloud becomes the defining business dynamic of our time, the world’s 10 largest and most-influential enterprise-cloud vendors are poised to generate $158 billion in cloud revenue in calendar 2019. That’s an enormous number for the leading companies in an industry still in its very early stages. By some estimates,
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Marc Benioff and Salesforce are driving big SaaS revenue, along with Workday

How Big Is SaaS? Salesforce and Workday Revenue Could Hit $20B This Year

August 20, 2019
SaaS pioneers and long-time enterprise-apps allies Salesforce and Workday have a great chance to generate a total of $20 billion in revenue this calendar year. This reflects not only the two companies' impressive ongoing growth, but also the overall vibrancy of the dynamic SaaS segment of the market. The lion’s share of that $20-billion projection
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Aneel Bhusri spoke about the new HCM partnership between Workday and Walmart

How Workday Helps Walmart Modernize Employee Engagement: the New HCM

August 19, 2019
Speaking at a recent investors conference, Workday cofounder and CEO Aneel Bhusri touched on the company’s massive deal with Walmart. He cited it as an example of how new people-based apps have doubled the size of the traditional HCM market. Bhusri, when asked to mention how customers are making employee engagement a vital part of
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New Cloud Wars Q&A with IBM explores what it means to be the "most-open" cloud

IBM Says We’re #1 With “Most Open” Cloud

August 15, 2019
Betting that its $34-billion acquisition of Red Hat will trigger new growth, IBM says its two-year overhaul of its vast cloud portfolio plus Red Hat gives it the “most open” cloud in the industry precisely as customers are demanding open-source solutions. But is IBM truly the “most open” cloud? Is it more open than Google,
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Thomas Kurian Google Cloud VMware deal

Why Google Cloud Extended Partnership with VMware: The Thomas Kurian Effect

August 13, 2019
From Google Cloud CEO Thomas Kurian’s very first public comments about his plans for reinvigorating the company, meeting and exceeding the needs of customers has been at the top of his list. Google’s always had superb cloud technology but, until Kurian’s arrival at the beginning of this year, it remained largely detached from the marketplace.
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Insights from Satya Nadella and Amy Hood on Microsoft's monster Q4 revenue

Inside Microsoft’s Monster Q4: 10 Big Cloud Numbers

August 12, 2019
To show the magnitude of Microsoft’s latest cloud-revenue performance, I recently offered this broad perspective for the quarter ended June 30: #1 Microsoft Cloud Revenue as Big as Salesforce, SAP, Oracle, IBM Combined. Some additional perspective: the $11 billion in commercial-cloud revenue for Microsoft’s fiscal Q4—traditionally its largest quarter of the year—was more than 30%
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Hillery Hunter explains IBM's plan for Red Hat

IBM’s $34-Billion Payback Plan for Red Hat

August 9, 2019
Would you spend $34 billion to boost your chances of capitalizing on a $1-trillion market? And if so, how would you turn that expectation into reality? That first question represents the precise motivation behind IBM’s $34-billion acquisition of Red Hat. And details have begun to emerge about how Red Hat’s highly regarded open-source solutions—particularly its
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