Workday Q2 FY2019 impresses, warns of headwinds associated with Adaptive Insights acquisition
Another solid quarter from Workday but with plenty of questions around what happens now that the Adaptive Insights acquisition has been consummated.
Earnings reports
APM vendor New Relic has Q1 growth spurt as enterprise push continues
Cloud-based APM vendor New Relic beats Wall St expectations in its latest earnings report, growing its enterprise footprint in cloud, digital and DevOps
Quality beats quantity at Twitter as it cleans house. Pity the market doesn't get it
Twitter reported mixed results but a record quarterly profit. It is concentrating on cleaning out toxic accounts but that didn't impress the market.
Workday ends FY 2018 on a roll but Wall St frets over billings
Workday earnings for Q4 FY 2018 beat estimates as cloud financials does well, while Wall St frets over a metric with little relevance in a SaaS business
SAP Q4 FY2017 earnings - a call with Luka Mucic, CFO
SAP didn't disappoint in its Q4 FY2017 numbers but then it didn't excite either. But there are still questions worth the asking.
Oracle’s self-cannibalization is over rated - it's a solid pivot
Love them or hate them, Oracle is executing a plan that some see as self-cannibalization. They're dead wrong.
Workday Q3 FY2018 - solid with a raise in projections for the full year
Another great quarter for Workday, buoyed by a combination of acceleration in the financials related products and an emphasis on happy customers.
Oracle confident ahead of earnings, changes executive compensation plan - software buyers take note
Oracle has radically changed its key executive compensation plan. This matters as do the goals and targets it is setting for itself.
New Relic Q1 FY2018 beats on top and bottom line, holds guidance
New Relic handily beat analyst expectations but remains relatively cautious in its forward projections. There's plenty to look forward towards as it expands its physical footprint, especially in Europe
SAP Q2 FY2017 - smooth and relaxed
SAP Q2 FY2017 beat expectations but the more important point is what SAP had to say abut investments and the near term. It was a relaxed and smooth performance by the CEO and CFO who have become a formidable earnings call tag team.
Infosys is off to a cautious start as it posts better than expected Q1 FY2018 results
Posting a good Q1 FY208 is only half the story as Infosys goes through its own transformation journey. The devil - and the signs - are in the detail. All is much more promising than it was a few months ago.
New Relic FY2017 results confirm shift to enterprise
APM vendor New Relic pleases the market with its FY17 results, confirming a shift to enterprise sales as its cloud-based product portfolio closes big deals
SAP Q1 FY2017 touts cloud acceleration, continues long game play
SAP did OK on its top line and is signaling rapid cloud growth. The bottom line will disappoint but you have to look behind the numbers to understand where SAP is going.
