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Salesforce’s Q3 FY23 total revenue came in at $7.84B, slightly higher than the expected $7.82B, and represented 14% growth year-over-year. However, Salesforce provided Q4 FY23 revenue guidance that came up short of what was previously expected, while also mentioning they were not yet ready to give FY24 guidance. Additionally, it was announced that …
 
ServiceNow’s Q3 subscription revenue came in at $1.742B, representing 22% growth year-over-year but lower than the expected $1.85B. ServiceNow also lowered their full year subscription revenue guidance from a midpoint of $6.92B to a midpoint of $6.86B, while maintaining an expected subscription gross margin of 86%. ServiceNow now has 1,530 customer…
 
In their most recent earnings call, Microsoft beat revenue expectations but posted the lowest rate of revenue growth in five (5) years. Microsoft’s FY23 Q1 total revenue was $50.1B, up 11%. Microsoft Cloud revenue grew 24% to $25.7B, and for the first time exceeded 50% of Microsoft’s overall company revenue. Their go-forward success will continue t…
 
Salesforce’s Dreamforce Conference is a massive event filled with celebrity appearances, sessions, dinners, and hallway meetups. But for many attendees, it can be an overwhelming experience. In this video, our Salesforce Practice Leader, Adam Mansfield, shares his thoughts on how attendees and the companies they represent can get the most out of th…
 
Salesforce reported Q2 FY23 earnings and, once again, beat revenue expected by analysts. Salesforce’s total revenue for the quarter was $7.72B, up 22%, while analysts were expecting $7.69B. Despite this continued growth, Salesforce also lowered full year revenue guidance again. They are now expecting $30.9B-$31B, which would represent 17% growth ye…
 
Oracle laid off part of its U.S. staff earlier this week as part of its plan to layoff thousands in the U.S., Canada, India, and Europe. These layoffs were primarily concentrated in marketing and the customer experience (CX) department. Oracle’s CX solutions include CRM products which compete with Salesforce, the leader in this space. Oracle Practi…
 
ServiceNow’s Q2 subscription revenue came in at $1.658B, representing 25% growth Year-over-Year. However, RPO (Remaining Performance Obligations) came up short of expectations primarily due to longer sales cycles and FX headwinds. ServiceNow closed 54 transactions in the quarter with over $1M in new Annual Contract Value (ACV). ServiceNow now has 1…
 
Microsoft missed on the top and bottom lines and posted their lowest earnings growth in two years according to their recent Q4 earnings call. Microsoft’s FY22 Q4 total revenue was $51.9B, which was up 12% but lower than what Wall Street expected ($52.4B) and lower than the high end of their adjusted revenue guidance ($52.6B). Microsoft Cloud eclips…
 
There has been recent talk about Oracle getting ready to announce an increase in support fees. While we haven’t yet seen Oracle documentation confirming this increase, we have heard directly from Oracle customers who received messaging about a change in support fees and an increase in Oracle’s support fee cap. UpperEdge Oracle Practice Leader, Jeff…
 
ServiceNow rolled out the new solution, Impact, earlier this year. If you are a ServiceNow customer, you have likely been pitched it and experienced an aggressive push to get it into your renewal. In this podcast, ServiceNow Practice Leader, Adam Mansfield, covers: • What is ServiceNow Impact• Why Impact is so important to ServiceNow• What comes wi…
 
Workday recently reported their FY23 Q1 earnings, and while it reported a good quarter, Workday did experience some challenges and deals being pushed to the second half of FY23. Organizations are responding to the looming economic uncertainty and resulting turnover at the executive level by tapping the breaks on engagements. While Workday still saw…
 
Salesforce reported Q1 FY23 earnings, and once again posted a strong total revenue growth of 24% while beating top- and bottom-line expectations. During the earnings call, Salesforce Co-CEOs Marc Benioff and Bret Taylor pointed towards the increased relevancy of Salesforce’s Customer 360 platform as a driving force behind their revenue growth. They…
 
ServiceNow held its annual Financial Analyst Day ahead of Knowledge ’22 this week, and there many key takeaways that current and new customers need to be aware of. ServiceNow is focused on expanding customer portfolios to include as many products within their 4 workflows (Technology, Customer, Employee and Creator) as they can. Their goal is to fur…
 
It's Day 1 of SAPPHIRE and Chip Hanna, UpperEdge's SAP Practice Director, has a few important insights to share regarding SAP's announcement of a new strategic partnership with McKinsey. Anyone who is considering SAP RISE will find important information in this relevant and timely podcast and will get some reading-between-the-lines from the SAP/McK…
 
ServiceNow’s FY22 is off to a strong start, with a Q1 subscription revenue of $1.63B representing 26% growth year-over-year. ServiceNow closed 52 transactions in the quarter with over $1M in new annual contract value, an increase of 41%. ServiceNow has over 1,400 customers paying them over $1M per year, with the average annual spend among that grou…
 
Microsoft beat expectations on the top and bottom lines, posting FY22 Q3 total revenue of $49.4B. It is clear that the continued success is directly tied to Microsoft Cloud, which includes Azure, Office365, LinkedIn, Dynamics 365, Power Apps, and other cloud solutions. Microsoft Cloud eclipsed $23B in the quarter, representing a 32% increase year-o…
 
Salesforce reported FY22 Q4 earnings, and once again posted strong revenue growth of 26%. They also posted 25% revenue growth for the full year while raising FY23 revenue guidance by $300M. It was very clear that Slack will be a focus for Salesforce moving forward as they expect turn it into a $1.5B business by the end of FY23. In this podcast, Sal…
 
ServiceNow had another strong quarter and year, with subscription revenue of $1.52B in Q4 and $5.57B for the full year, representing 29% and 30% growth respectively. ServiceNow also now has 1,359 customers that pay over $1M per year, with the average annual spend being $3.8M. ServiceNow is able to do this through organic growth and executing to a s…
 
Microsoft once again beat analyst expectations, posting FY22 Q2 total revenue of $51.7B. Their success is being driven by the Microsoft Cloud (which includes Azure, O365, LinkedIn, Dynamics 365, Power Apps, and other cloud solutions). When selling their cloud solutions to enterprise customers, Microsoft will continue to pitch a “One Microsoft’ appr…
 
There is a direct correlation between SAP system implementation failures and how companies approach the SI selection process. The traditional procurement approach is flawed and fails to account for the complexities of an enterprise SAP SI selection today. The demand for SI services in strategic industries is accelerating as companies come out of th…
 
Salesforce reported FY22 Q3 earnings this week and, once again, Salesforce posted a strong revenue growth of 27% while also raising full year guidance. Additionally, Salesforce now has two (2) business units or “clouds,” that being Service Cloud and Sales Cloud, that have an annual run rate of $6B. It was also announced that Bret Taylor will work w…
 
This is the third podcast in our three-part series covering SAP Support Model Case Studies. Listen to part one on SAP RISE here bit.ly/3k0SGEe and part two on the “Do It for Me” model here https://bit.ly/3mMGFnB SAP customers migrating their SAP workload to the cloud have four primary support models to choose from. These include the “Do It Yourself…
 
This is the second podcast in our three-part series covering SAP Support Model Case Studies. Listen to part one on SAP RISE here https://bit.ly/3k0SGEe SAP customers migrating their SAP workload to the cloud have four primary support models to choose from. These include the “Do It Yourself” model, the “Do It for Me” model, the professional model, a…
 
ServiceNow once again posted subscription revenue growth of 31%, beat previous guidance, and raised full-year guidance. ServiceNow also now has 1,266 customers paying over $1M per year with an average annual spend of $3.6M. ServiceNow is so confident in their ability to execute to their land and expand strategy that they continued to reinforce the …
 
This is the first podcast in our three-part series covering SAP Support Model Case Studies.SAP customers migrating their SAP workload to the cloud have four primary support models to choose from. These include the “Do It Yourself” model, the “Do It for Me” model, the professional model, and SAP RISE. In this case study, a client chose the SAP RISE …
 
Microsoft beat analyst expectations, posting FY22 Q1 total revenue of $45.3B. Once again, Microsoft’s success is largely being driven by the success of the Microsoft Cloud (which includes Azure, O365, LinkedIn, Dynamics, and other cloud properties). Microsoft will continue to push enterprise customers to adopt (and use) as many pieces of the Micros…
 
Oracle is getting more aggressive with their Java inquiries and has even created a Java sales team which is separate from their application and technology sales teams and their LMS audit teams. This separate unit is compensated for closing Java sales and they are using creative ways to identify and advance sales opportunities, often being very aggr…
 
Oracle has increasingly been including its Cloud Learning Services in their cloud proposals, often without the client even asking for it. Should your company invest potentially millions into purchasing these services to gain access to a series of learning and training solutions from Oracle University? Oracle Practice Advisor, Erwann Couesbot, discu…
 
Workday acquired Configure Price Quote (CPQ) software provider, Zimit, which will allow Workday to offer quote-to-cash process automation to companies in services industries. While Workday has been doing very well in their recent earnings and are continuing to build out their solution offerings, aggressive growth through acquisitions, hiring, partn…
 
Microsoft recently announced they are going to be increasing many Office 365 suites as well as the all-in cloud bundle, Microsoft 365 E3 pricing. Beyond increasing the ARPU (Average Revenue Per User), there are several other motivating factors driving Microsoft to make this decision. In this podcast, Microsoft Practice Leader, Adam Mansfield, discu…
 
Salesforce announced their FY22 Q2 earnings and they once again had another strong quarter, posting an impressive 23% revenue growth while also raising full year guidance by over $300M. On top of this, Salesforce once again reminded everyone how confident they are that they will hit $50B by FY26. Beyond the normal callouts to the strength of their …
 
Workday has received approval to sell their applications within the US Federal market and its Workday Government Cloud product is now listed on the Federal Risk and Authorization Management Program (FedRAMP) marketplace. This is a huge opportunity for Workday who directly competes with Oracle in multiple areas. UpperEdge’s Workday Practice Leader, …
 
Workday and Google announced a multi-year strategic partnership that will allow Workday applications to run on Google’s infrastructure. With both Workday and Google facing strong competition, this partnership and its joint go-to-market programs will create more sales and marketing channels that will help generate more opportunities and better posit…
 
ServiceNow posted subscription revenue growth of 31%, beat previous guidance, and raised full year guidance. ServiceNow also increased the number of customers paying over $1M per year by 25%. Not only is ServiceNow clearly executing to their land and expand strategy, but they are also having success pushing more products into the portfolios of net …
 
Microsoft once again beat both top and bottom line expectations as well as prior business segment revenue guidance. It is clear that Microsoft’s overall success and ability to achieve $60B in profit, is being driven by the success of their Commercial Cloud. Moving forwards, customers will heavily rely on Commercial Cloud and the products that make …
 
Oracle announced a new rewards program where customers who migrate or move their workloads over to Oracle’s Cloud Infrastructure (OCI) can receive a 25% reduction on their on-premise support costs. For example, if a customer consumes $1M in OCI credits, they will be discounted $250K towards their on-premise support costs. While this may sound great…
 
On June 9th, 2021, Oracle released its new Java Management Service (JMS). The free service is meant to help customers track, monitor, and optimize their Java usage across the entire enterprise. While it may sound great on the surface, using JMS could put customers at a greater risk of being audited by Oracle. Jeff Lazarto, UpperEdge’s Oracle Practi…
 
In their recent Q1 earnings call, Co-CEOs Chano Fernandez and Aneel Bhusri spent a good amount of time talking about Workday’s growth goals and where they are focusing their efforts. First, hey are looking to increase their global work force by more than 20% (2,500 new hires by the end of 2021). Second, and this is a longer-term goal, is to get to …
 
Salesforce announced their Q1 FY22 earnings and they once again had another strong quarter. CEO, Mark Benioff, mentioned that they are not only raising FY22 revenue guidance to $26B, but that this $250M increase is the largest raise they have ever had. On top of this, Salesforce once again reminded everyone how confident they are that they will hit…
 
Last week, ServiceNow held its virtual Financial Analyst Day event ahead of its annual Knowledge conference kick off. During it, ServiceNow laid out how they will grow from $5.5B in revenue at the end of 2021 to $15B in FY26. It all comes down to the tried-and-true SaaS vendor “land and expand” playbook. Beyond putting an emphasis on landing new cu…
 
Workday has stated in earnings calls that it will be investing in accelerating pipeline growth and advancing their strategic product roadmaps. It will make investments in tuck-in acquisitions, enhancing development capabilities and in increasing marketing, branding, and sales campaigns. While customers could benefit from enhanced functionality on t…
 
ServiceNow had another strong quarter, exceeding high end revenue guidance and Wall Street estimates. On top of that, they now have over 1,100 customers paying over $1M per year, which represents an impressive 23% growth from last year. ServiceNow’s goal is clearly to expand customers’ portfolios and for net new customers to start out with as many …
 
Microsoft had another strong quarter, beating both top and bottom line analyst estimates as well as prior revenue guidance. Microsoft continues to rely heavily ramping adoption of the products within Microsoft’s commercial cloud technology stack (e.g., Microsoft 365, Azure, Power Platform, Dynamics 365, LinkedIn, etc.) and has proven to be successf…
 
We’re seeing a new twist on the dynamic of Oracle audits which has long been a source of fear and frustration among customers. As Oracle pushes their clients to adopt its more profitable cloud software solutions such as Fusion ERP and Autonomous Database, they are increasingly auditing existing software to find out-of-compliance situations and init…
 
Nearly every enterprise has at least one relationship with a SaaS cloud provider. Unfortunately, cloud vendors such as Salesforce, Workday, ServiceNow, Microsoft, etc., often take actions or communicate in ways that frustrate enterprise cloud customers and potentially even harm the relationship. In this podcast, Practice Leader Adam Mansfield, disc…
 
Oracle’s Q3 FY’21 earnings call made headlines after Larry Ellison touted cloud growth while making a dig at SAP. He stated that over 100 new customers who either fully or partially moved to Oracle’s cloud products had switched over from SAP. He went on to say that SAP’s customers are “up-for-grabs” because SAP has not rewritten any of its software…
 
Salesforce had yet another strong quarter and a strong year despite the challenges the pandemic presented. With 24% growth in full year revenue, Salesforce achieved its longtime goal to become a $21B company. In the earnings call, Benioff talked about how they were set up ahead of the pandemic and how relying on their own products, enabled them to …
 
Workday is looking to fill out their product portfolio through acquisitions as opposed to going out and buying market share which is a strategy Oracle once used back in the early 2000s. Peakon will allow Workday to gather data on employee engagement, diversity & inclusion, health & wellbeing, as well as company culture. Jeff Lazarto, UpperEdge’s Pr…
 
If you are considering Oracle and you begin to evaluate an Oracle Fusion HCM proposal, it is important that you insist on full pricing transparency. This will enable you to conduct your due diligence, build out some financial modeling, and evaluate different pricing scenarios. UpperEdge's Practice Leader, Jeff Lazarto, discusses three key terms to …
 
ServiceNow had another strong quarter and year, beating expectations and landing even more customers spending over $1M per year. While ServiceNow’s revenue is still heavily coming from its IT Workflows solutions (ITSM, ITOM, ITBM, GRC (now IRM), and Security Operations, etc.), ServiceNow continues to gain adoption of Customer Workflows (CSM, Field …
 
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