SAP and Qualtrics’ $1.6-Trillion Opportunity: Exclusive Talk with SAP CEO Bill McDermott
As SAP and Qualtrics usher in a new era of experience management, Bill McDemott told me at Sapphire Now 2019 that his company’s best days are ahead of it.
In an exclusive interview during SAP Sapphire 2019, SAP CEO Bill McDermott sat down with Cloud Wars to talk the past, present, and future of his company.
“Disrupt Yourself or Be Disrupted” || Stream a new podcast episode with Larry Socher of Accenture for “Cloud Wars Top 10 Executive Insights.”
In the traditional world of the National Hockey League, where change has often been about as welcome as a slap…
“Outsized Returns for Biz, Breakthrough Experiences for Customers” || My talk with Will Grannis of Google Cloud for “Cloud Wars Top 10 Executive Insights.”
The recently announced SAP and Microsoft Embrace program builds on the partners’ 25-year relationship and dramatically benefits both companies.
At Sapphire Now 2019, SAP founder Hasso Plattner offered a ringing endorsement for the new phenomenon of experience management. Can SAP achieve it?
At Sapphire, SAP unveiled a new position: “the Experience Company powered by the Intelligent Enterprise,” committing to Qualtrics and experience management.
In an astonishing update from Sapphire 2019, Microsoft will hire hundreds of dedicated SAP experts to sell SAP Cloud applications to Azure customers.
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…
On ServiceNow Q1 earnings call, the digital-workflow leader announced that it’s preparing to release a new employee-experience SaaS product. Here’s my take.
We didn’t get Google Cloud revenue numbers during the Alphabet Q1 earnings call, we did gain insights from Alphabet CEO Sundar Pichai and CFO Ruth Porat.
Disney+/Netflix, Qualtrics, and Moonshots || This episode of Ammirati on Innovation explores “moonshots” in the context of SAP/Qualtrics, Disney+, and more.
Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
The three fastest-growing tech companies in the Top 10 each rang up revenue-growth rates of 41% to start 2019. Here’s my take on the top cloud vendors, Q1.
I pulled 10 stand-out themes from the announcement of Microsoft’s Q1 cloud revenue—which jumped 41% to $9.6 billion for the 3 months ended March 31.
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.
In this episode of Cloud Wars Live, Chris Lochhead celebrates the fact that tech companies (including Zoom, Pinterest, and Lyft) are going public again.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.
The primary ingredient in digital transformation is optimizing the customer experience. Read how 2 Microsoft manufacturing customers describe their efforts.
As Cloud Market Roars, Microsoft, Amazon and IBM Will Total $23 Billion in Q1 Cloud Revenue
This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
Stream the premiere of “Uphoff on Industry,” a new monthly series from Cloud Wars Live. Tony and I discuss manufacturing, B2B transformation, and more.
What I see in IBM’s Q1 2019 earnings announcement: a smart new approach, making clear to the world that IBM intends to be a cloud-first company.
IBM is a major Cloud Wars player, with cloud revenue of $19.5B for the 12 months ended March 31, but its Q1 earnings release reveals a lagging growth rate.
This episode is sponsored by Apps Associates. I spoke with 2 Apps Associates execs about cloud migration myths, based on a survey of 300+ decision-makers.
Microsoft quarterly cloud revenue is likely to crack an unprecedented $10B when the company posts its results on April 24. Here’s my look at the numbers.
Featured Minute

NVIDIA Uses AI Model to Build More AI Products
While NVIDIA has been providing AI chips, the company is using its own AI models internally to continue advancing its AI product offerings.
- 1X a week
- Delivered weekly on Friday
- Analyst Videos & Articles
- Exclusive Digital Business Guidebooks
DIGITAL EVENTS
UPCOMING
- AWS & Couchbase: Cloud Database TCO DecodedNovember 30, 202312:00 pm EST
- Partner & Customer Co-Creation in the AI EcosystemDecember 14, 202312:00 pm EST
ON-DEMAND