Workday has released its Q1 fiscal 2014 results (see pro forma above.) Those results exceeded consensus expectations and the company is now raising its full years guidance. I like what I see in these results.
Incumbent enterprise application vendors look out: research conversations with IT buyers suggests the pace of SaaS adoption is set to accelerate dramatically over the next few years, rising beyond 50 percent of total spending.
As a dominant player, Intuit is a great barometer of the US SME market. Its earnings release for Q3 fiscal 2013 suggest that its slow switch to subscription services is holding up. That is despite the fact it pre warned the market in April that it was shaving a full 225 basis points from its revenue estimates, largely due to a significant softening in its Turbo Tax business.
A neat bit of digital marketing as Specsavers takes its Spectacles Wearer of the Year contest onto Skype.
The launch of SAP Fiori set off plenty of chatter in blogs and Twitter. There was a lot of confusion and discussion around pricing topics. As always with SAP, life is never that simple. There's a lot to understand.
World class service often appears to be a myth. Yet some companies are getting it right, leveraging digital channels and benefitting accordingly. More important, customers are the recipients of a consistent and pleasant service. Nike is in that class.
There's many a rumor that email is dead. Nothing could be further from the truth. But is there a good way to collaborate with team members while not sacrificing the utility of email? Right now that seems much harder than it looks.
As it has put its cloud-based software on an equal footing with its traditional packaged offerings, Oracle has signaled its readiness to deal with the revenue hiatus that inevitably accompanies a large-scale shift to the cloud model.
Last Friday, Tableau (who? we'll get to that) debuted on NASDAQ at a whopping 64 percent premium to its placing offer price of $31/share. That 'pop' valued the company at an eye watering $2.
Enterprise analytics is a fast-growing market, as users demand up-to-the-minute data presented visually in context. But in their rush to consume fresh daily data, they may overlook the need for proper preparation of the data before serving.
