Workday had a very good quarter but the shine was knocked off by the withdrawal of a billings forecast for the next year. This overshadowed an important milestone in the adoption of ASC 606 which changes the way companies with contracts report revenue.
Across a broad swathe of questions, Luka Mucic, SAP's CFO demonstrates an understanding of both the market and customers that is rare among CFOs. This is evidenced by the answers I got to questions following Q4 FY2016 earnings.
SAP Q4 FY2016 hits top of cloud range, shades consensus targets. Company ups guidance for 2020 (updated)
SAP Q4 FY2016 wasn't quite up to snuff overall but cloud revenue growth was at the top of expectations. Even so, SAP raised its 'ambition' for 2020.
Salesforce beats and ups outlook as it eyes $10bn revenue for FY2018
Microsoft turned in a solid result for Q1 FY2017 but the underlying numbers are all over the map.
Infosys beat market expectations for the quarter from good execution but disappointed the market with another reduction in its forward outlook.
Box posted a good result for Q2 FY2017 with plenty of promise for the remainder of the year
Workday turned in a good result for Q2 FY2017, beating out on revenue but with relatively light guidance for Q3. However, the ongoing mid-term guidance is solid and something that catches the eye.
The summer's slack period has seen some slack assessment of financial events. It is a dangerous trend that needs addressing.
Infosys faced a disappointing and challenging quarter. Brexit loomed large in the analyst calls but like others, Infosys is taking a relatively neutral yet cautious approach.
The Invictus Games celebrates sporting excellence against the odds. An appropriate metaphor for some time yet for Sage Group as the shift to the cloud proceeds?
Some signs of progress at beleaguered supermarket chain Morrisons, but e-commerce still only accounts for 1% of total sales. Will Amazon ride to the rescue?
Workday rounded out FY2016 in strong form, beating estimates but the guidance is light and that demands some attention.