Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
SAP
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.
While I applaud the CEO’s unblinking confidence, I have questions about why SAP is spinning out Qualtrics, a company said to be SAP’s crown jewel.
40-year-old Christian Klein gave a confident performance on the SAP Q2 earnings call of which a CEO of any age would be proud.
CEO Christian Klein specifically called out SAP’s month-old Industry Cloud suite of applications as a “growth driver” in SAP’s preliminary Q2 report.
While CEO Christian Klein insists that SAP owns all of its customer relationships, I see signs that its partnership with Google Cloud is deepening.
Building on an alliance launched half a century ago, IBM and SAP are calling their new initiative “the evolution partnership.”
Last week in Oracle’s Q4 earnings call, Larry Ellison said not a single word about SAP customers defecting to Oracle that he had twice promised.
Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
To diginomica.com, SAP CEO Christian Klein predicted increasing tension with Microsoft & Google over applications & control over customer transformations.
While the two companies are currently strategic partners in cloud, SAP and Google Cloud could soon face off, as both focus on industry-specific apps.
In this episode of the Cloud Wars Live podcast, Sean Ammirati calls on businesses struggling amid COVID-19 to embrace “the Disney+ strategy” of innovation.
New solo SAP CEO Christian Klein offered some powerful insights into his thinking about SAP’s products and future during this week’s Q1 earnings call.
With this week’s announcement about the departure of Jen Morgan at month’s end, 3 leading software companies have dropped the co-CEO model in past 9 months.
Stream “Steube on Spending,” a monthly Cloud Wars Live podcast, for insights into the results of an April survey of CEOs about COVID-19, cloud and more.
Highlighting moments of grace, courage, humility, innovation and compassion that we’ve observed from leading tech CEOs amid COVID-19 upheaval.
A stunning statistic that reveals how rapidly the cloud has become not just a solid contributor, but, at least for SAP, the dominant new revenue driver.
Offering a glimpse at the impact of COVID-19 on Q1 financial results, SAP said license sales will probably decline 31%, but cloud revenue should rise.