Latest / Cloud Wars Live with Bob Evans
SAP Excellent Q1: Blowing Past Competitors, Embarrassing Doomsayers
In today's Cloud Wars Minute, I break down how SAP is outperforming Oracle, Salesforce, Workday, and Microsoft in the applications race.
Highlights
00:03 — We saw some first-quarter numbers from SAP late last week, and I think it's fascinating to see how, in the light of these very, very strong numbers from SAP, we still seem to hear about this idea that these doomsayers are saying that AI is going to destroy the enterprise apps business. That's certainly not happening.
00:33 — The three big numbers here: cloud revenue up 27%, almost $7 billion. Within that, its Cloud ERP Suite was up 30% to…
The skinny
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