AWS and Microsoft recently posted eye-popping results for their cloud businesses. Analysts seem math challenged on what these vendors actually achieved and where they're going. We look at the detail.
Revenue growth, customer growth and a narrowed loss bring 2018 to a strong close.
SAP announced an ambitious target for cloud earnings by 2023 as it sets to take an estimated €800-950 million restructuring hit, hits Q4 expectations.
SAPs Q3 FY2018 and visibility into the future allows SAP to raise guidance. The devil is in the detail and important questions remain to be answered.
Another solid quarter from Workday but with plenty of questions around what happens now that the Adaptive Insights acquisition has been consummated.
Cloud-based APM vendor New Relic beats Wall St expectations in its latest earnings report, growing its enterprise footprint in cloud, digital and DevOps
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 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 didn't disappoint in its Q4 FY2017 numbers but then it didn't excite either. But there are still questions worth the asking.
Love them or hate them, Oracle is executing a plan that some see as self-cannibalization. They're dead wrong.
Another great quarter for Workday, buoyed by a combination of acceleration in the financials related products and an emphasis on happy customers.
Oracle has radically changed its key executive compensation plan. This matters as do the goals and targets it is setting for itself.