As Workday co-founder Aneel Bhusri steps down from his CEO role to become executive chair, he’ll focus on strategic innovation while CEO Carl Eschenbach drives revenue growth.
Workday’s Q4 results showcase a robust fiscal performance with a 19% surge in subscription revenue, hitting $6.6 billion for fiscal 2024.
Highlighting optimistic subscription-revenue trends for Workday, decoding Salesforce’s cautiously optimistic signals for a potential growth turnaround, and expecting continued strong growth for Snowflake driven by AI and expanding data initiatives.
Andy Jassy claims AWS had the cloud market’s highest incremental revenue gain, overlooking Microsoft’s superior figures, leading to questions about his perception of cloud services.
Google boosts investments, allocating $11 billion in Q4 2023 and eyeing $50 billion in 2024 for technical infrastructure, fueled by the GenAI Revolution and Gemini AI models.
SAP CEO Christian Klein is making a substantial commitment to Business AI, investing $1.1 billion and shifting 8,000 positions amid the GenAI Revolution.
SAP is investing significantly in AI for future success and reconstituting positions to meet customers’ evolving needs.
A reflection on Microsoft CEO Satya Nadella’s tenure, which has seen the remarkable transformation from a ‘Cloud-First’ vision to Microsoft’s dominance in the cloud.
AWS, once the undisputed leader, is struggling to keep pace with the rapid growth and customer-focused innovations of Microsoft, Google, and Oracle in the cloud market.
ServiceNow aims to enter the customer-relationship management (CRM) sector, with CEO Bill McDermott citing a “tremendous opportunity” to reshape CRM through AI-powered workflows.
ServiceNow has had substantial subscription revenue growth and is making a strategic pivot into Customer Relationship Management (CRM).
Robust Q4 performance and strategic restructuring underscore SAP’s commitment to evolving customer needs, which leads to the company thriving in the Cloud Wars.
A preview of our interview with Oracle CEO Safra Catz, who discussed the company’s robust growth, technological advancements, and strategic initiatives.
ServiceNow aims to exceed $10 billion in 2024 revenue, driven by high demand for digital-business workflows, generative artificial intelligence tools, and strategic AI investments.
ServiceNow emerges as the fastest-growing major cloud vendor globally, boasting a fifth consecutive quarter of accelerating subscription revenue and a robust outlook in 2024.
Larry Ellison and Safra Catz of Oracle express confidence in the cloud business, citing robust growth and high demand for Oracle Cloud Infrastructure (OCI) among other factors.
Snowflake CEO Frank Slootman recently discussed a shift in customer behavior, and the pivotal role of unstructured data in the GenAI revolution.
Snowflake, positioned at the forefront of the GenAI revolution, reports robust Q3 results, emphasizing data-centric GenAI strategies and a transformative focus on unstructured data.
Oracle’s partnership turns Microsoft into its biggest customer, with a multi-cloud deal, significant investments, and a shared vision for market leadership.
Undergoing a notable shift, Oracle sees Microsoft emerge as a prominent customer in their strategic cloud collaboration.