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.
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 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.
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.
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 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 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 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.