HEAD IN THE CLOUDS: Slack and Zoom Report Q2 FY20 Earnings

September 11, 2019
Adam Mansfield
Reading Time: 5 minutes

This week, I provide my thoughts on Slack and Zoom’s recent Q2 FY20 earnings and what current and future enterprise…

Categories: Slack, Zoom

HEAD IN THE CLOUDS: Slack Goes Public and Cloud Vendors Chase Use

June 19, 2019
Adam Mansfield
Reading Time: 3 minutes

This week, I take a closer look at Slack Technologies Inc.’s (Slack) going public and their recently reported earnings as…

Categories: Cloud, Slack

What Customers Can Learn from Oracle’s Earnings

December 31, 2018
Jeff Lazarto
Reading Time: 5 minutes

Oracle slightly beat Wall Street’s expectations in its most recent quarter and while that sounds positive, the numbers can be…

Categories: Oracle

Oracle Gets Cloudy: What’s Behind Their Change in Financial Reporting?

June 25, 2018
Jeff Lazarto
Reading Time: 4 minutes

Oracle had a very interesting Q4 earnings release, which initially triggered a stock price increase during after-hours trading, only to…

Categories: Cloud, Oracle

Workday’s Heightened Expectations + Improved Guidance = Promising Start

June 20, 2018
Jeff Lazarto
Reading Time: 4 minutes

Workday had a tremendous start to its 2019 fiscal year by crushing its first quarter numbers and raising guidance for…

Categories: Oracle, Workday

Salesforce Is Crushing It: Providing a Coveted 360-Degree View of the Customer

June 4, 2018
Adam Mansfield
Reading Time: 3 minutes

Q1 FY2019 was another strong quarter for Salesforce. Beyond the impressive revenue growth across all of their cloud offerings, they…

Categories: Salesforce

ServiceNow Q1 2018: Winning the Upsell

May 2, 2018
Erik Bullard
Reading Time: 3 minutes

Last week ServiceNow released their earnings for the first quarter of 2018, ending on March 31st. Looking at the numbers…

Categories: Contract Negotiations, ServiceNow

Workday is Hitting its Stride: FY18 Q4 Earnings Analysis

March 22, 2018
Jeff Lazarto
Reading Time: 3 minutes

Workday had a great Q4 and fiscal year and it expects the momentum to continue into 2019 and beyond. From…

Categories: Oracle, Workday

SAP Prescribes a Good Night’s Sleep: Q3 2017 Earnings Analysis

October 25, 2017
Chip Hanna
Reading Time: 3 minutes

Based on SAP’s Q3 2017 earnings announcement on October 19th, its CEO Bill McDermott purports to be resting easy. But…

Categories: Cloud, Contract Negotiations, ERP Program Management, IT Sourcing, SAP

Salesforce Q1 FY2018 — A Strong Quarter + Raised Expectations = High Costs for Future Expansion

May 25, 2017
Erik Bullard
Reading Time: 4 minutes

Salesforce boasted very strong numbers for the start of their fiscal year 2018. The real story here is not the…

Categories: Cloud, Salesforce

financials

HEAD IN THE CLOUDS: Slack and Zoom Report Q2 FY20 Earnings

HEAD IN THE CLOUDS: Slack Goes Public and Cloud Vendors Chase Use

What Customers Can Learn from Oracle’s Earnings

Oracle Gets Cloudy: What’s Behind Their Change in Financial Reporting?

Workday’s Heightened Expectations + Improved Guidance = Promising Start

Salesforce Is Crushing It: Providing a Coveted 360-Degree View of the Customer

ServiceNow Q1 2018: Winning the Upsell

Workday is Hitting its Stride: FY18 Q4 Earnings Analysis

SAP Prescribes a Good Night’s Sleep: Q3 2017 Earnings Analysis

Salesforce Q1 FY2018 — A Strong Quarter + Raised Expectations = High Costs for Future Expansion

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