New co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that Qualtrics and the SAP CX biz have become primary revenue drivers.
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The cloud revenue for #1 Microsoft will exceed the combined total of four high-growth competitors’ cloud revenue for the quarter ended 9/30.
The enterprise SaaS competition between SAP & Salesforce ratcheted up last week as Salesforce promised to link sales & ERP data in new Manufacturing Cloud.
I believe that the SAP challenge to Salesforce for CRM leadership prompted Marc Benioff to develop and/or accelerate his customer-experience vision.
Quarterly revenue misses should be taken seriously. But I’m betting the SAP Q2 stumble was an aberration. Here’s how the company will get back to growth.
On this first day of the second half of 2019, here are five Cloud Wars predictions about big trends that will define the rest of the year in the industry.
Five vendors stand out in today’s Cloud Wars: #1 Microsoft, #2 Amazon, #3 Salesforce, #4 SAP, and a new addition to list: #5 Oracle.
Microsoft has massive influence as the world’s #1 cloud-computing provider, so it is inevitably a major player in the revolution in the SaaS business.
As the enterprise cloud becomes without question the foundation for digital business, we’ve graded the Top 10 vendors. This is the Cloud Wars report card.
I spoke with Under Armour SVP of Global IT TJ Graven at SAP Sapphire 2019. Here are highlights from our conversation about innovation, Qualtrics, and more.
“Innovation, Transparency, Roadmaps, and More” | Watch my video interview with TJ Graven, Under Armour’s SVP of Global IT, from SAP Sapphire Now 2019.
Highlights from my interview with Qualtrics’ CEO Ryan Smith at SAP Sapphire Now 2019: how “experience management” and “intelligent enterprise” fit together.
I had the chance to catch up with Qualtrics CEO Ryan Smith during SAP Sapphire 2019. Watch the interview for a glimpse at how Qualtrics fits into SAP cloud.
In the traditional world of the National Hockey League, where change has often been about as welcome as a slap…
At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.
My Sapphire 2019 preview, part 2: 10 things to understand about where SAP stands today, where it’s headed, and why it expects to outperform its competitors.
As SAP prepares to host 22,000 of its nearest and dearest next week in at its annual Sapphire event in…
SAP Q1 revenue results, announced yesterday, rocketed its stock price up 12%. Here’s my take on SAP’s transformation into a cloud-hypergrowth powerhouse.
SAP on its own and Microsoft and Adobe together look to turn the CRM marketplace upside-down and position Salesforce as a behind-the-times “legacy” vendor.
As the first quarter of 2019 draws to a close, here is the one key question for each of the top 10 cloud vendors in the world.