Earnings reports

Oracle’s self-cannibalization is over rated - it's a solid pivot This article is sponsored by:

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 This article is sponsored by:

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 This article is sponsored by:

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 This article is sponsored by:

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 This article is sponsored by:

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 This article is sponsored by:

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 This article is sponsored by:

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 This article is sponsored by:

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.

Infosys Q4 FY2017 results disappoint amid management distractions and execution challenges This article is sponsored by:

Infosys so-so results for Q4 FY2017 were overshadowed by ongoing public spats between a founder and the board. They served as a distraction that impacted the company.

Workday Q4 FY2017 crushed it but the market fails to understand change in disclosure metrics This article is sponsored by:

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.

Luka Mucic, SAP's CFO on cloud, S/4HANA, data center, Brexit and US politics This article is sponsored by:

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.