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.
customer experience
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.
How three Microsoft customers are delivering a great customer experience: fashioned around what buyers want, rather than what’s convenient for the seller.
It’s interesting to speculate about how three of the world’s top enterprise SaaS companies will respond to SAP and what I’m calling The Qualtrics Effect.
Based on what I’m seeing at the X4 Summit, the SAP Qualtrics acquisition will be seen as one of the great tech industry bargains in history.
Qualtrics has become “the crown jewel of the company,” says SAP CEO Bill McDermott—and that the recent acqusition is driving SAP’s transformation.
SAP CEO Bill McDermott vowed that his company’s $8-billion acquisition of Qualtrics will trigger “the biggest growth opportunity I’ve ever seen.”
SAP today predicted that its SAP cloud revenue will triple by 2023, thanks to its Qualtrics acquisition and the emerging “experience economy.”