Uppercut Podcasts By Upperedge

SAP’s annual conference in Orlando is in full swing. In this podcast, UpperEdge’s SAP Advisory Practice Leader, Len Riley, discusses his observations and first impressions. He shares his thoughts on how this year’s conference compares to previous years so far, what SAP is doing well, and what SAP could have done better. Host: Len Riley: https://bit.ly/3fqLI99 SAP Commercial Advisory Services: https://bit.ly/3yjImwb

Now that Oracle has been officially eliminated from the Joint Enterprise Defense Infrastructure (“JEDI”) RFP process, they are pushing forward with their lawsuit against the Department of Defense (DoD). Jeff Lazarto, UpperEdge's Oracle Practice Leader discusses how Oracle, in short, is claiming to be a victim in a rigged RFP and procurement process. Host: Jeff Lazarto: https://bit.ly/37eCXdN Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p

If you are becoming a new customer of Workday (or any cloud vendor), it is extremely important to get your first deal right. Not only do you have the most leverage at this time but your first deal will set the precedent going forward. In this podcast, Workday Practice Leader, Jeff Lazarto, discusses the key parts of your negotiation leverage as a new customer as well as the specific areas you should address when negotiating your first deal. For more on this subject, see our related blog post: Workday Negotiations - First Impressions Matter and Precedents Matter. Host: Jeff Lazarto: https://bit.ly/37eCXdN Workday Commercial Advisory Services: https://bit.ly/3fq96DV Related Blog: https://bit.ly/3ynjvYp

Day 1 of ServiceNow’s annual conference kicked off with a keynote focused on changing lives at work through technology and how ServiceNow is the right vendor to make that happen. ServiceNow will continue to focus on bringing new mobile features to market to increase the value of its solutions while mapping to customer needs. In this podcast, UpperEdge’s ServiceNow Advisory Practice Leader, Adam Mansfield, shares some key takeaways from the conference and what he has learned by talking with ServiceNow customers in attendance. Host: Adam Mansfield: https://bit.ly/3rPGp8r ServiceNow Commercial Advisory Services: https://bit.ly/3ls6VDt

Alphabet reported that overall company revenue increased 17% to $36.3B but came up short of the expected $37.3B. Other revenues (which includes Google Cloud) reached $5.4 billion, up 25% year-over-year. Though Google Cloud Platform has strong customer momentum and remains one of the fastest growing businesses in Alphabet, Alphabet and Google still have not released Google Cloud revenue or utilization. Why and when will they?

SAP made some significant announcements in its Q1’19 earnings call that will have implications for SAP customers. SAP is focusing on improving margins, Bill McDermott wants fair market value for SAP’s software, and Elliott Management takes a $1.5B stake in SAP. In this podcast, Len Riley discusses how Elliott Management will not just be focused on the operational efficiencies of SAP but more on revenue side of the equation, meaning the relationships you have with SAP Sales Executives will be less flexible and more stringent, with more decisions and approvals being made from the regional CFOs offices. Host: Len Riley: https://bit.ly/3fqLI99 SAP Commercial Advisory Services: https://bit.ly/3yjImwb

ServiceNow beat analyst estimates and raised full year 2019 subscription revenue and billings guidance. ServiceNow posted Q1 subscription revenue of $740M which represented an impressive 40% growth y-o-y. They closed 25 deals in the quarter with ACV greater than $1M which brings total customers fitting this profile to 717. Expect ServiceNow to continue to find ways to expand ITSM adoption within existing customer base and add emerging products like CSM.

Microsoft had another stellar quarter, beating expectations and posting double digit growth, both for top and bottom line. These impressive financial results were directly tied to the continued strength of their cloud business. Commercial Cloud revenue grew 41% with Office 365 commercial revenue up 30% as a result of continued install base expansion and average revenue per user (ARPU) growth. Azure revenue also grew 73%, driven by strong growth in Microsoft’s consumption-based business. As they work to continue down this path of success, expect Microsoft to aggressively push for more Office 365 adoptions and for more workloads to be placed on Microsoft’s cloud. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX

After 27 years at SAP, Robert Enslin resigned from his position as President of the Cloud Business Group. In this podcast, UpperEdge’s SAP Practice Leader, Len Riley, discusses how SAP is restructuring its leadership responsibilities, the challenges SAP will face from these changes, and how customers will be impacted. Host: Len Riley: https://bit.ly/3fqLI99 SAP Commercial Advisory Services: https://bit.ly/3yjImwb

Oracle has been struggling to meet Wallstreet’s expectations for cloud revenue. To motivate their on-premise customers to migrate to the cloud, they have offered two key cloud incentive programs: Universal Cloud Credits and Bring Your Own License (BYOL). In this podcast, Erwann Couesbot discusses what customers need to know about these programs, including the key benefits of both and potential downsides you need to keep in mind. For more on this subject, see our recent blog: Oracle’s Cloud Incentive Programs: Sweet Nothings? Host: Erwann Couesbot: https://bit.ly/2WIKJdX Oracle Commercial Advisory Services: https://bit.ly/3C8PnSR

Some things we’re seeing from Oracle coming out of their Q3 earning are similar to what we saw with IBM a few years back. Their revenue is flat or slightly declining (like IBM’s was) but their earnings per share are growing, just like IBM’s had—the main reason for this? Stock repurchasing program, like IBM had done, Oracle is doing the same now, Oracle just spent in Q3 alone $10B to buy back 206M shares, and in the past 12 months they have bought back 728M shares, resulting in an overall reduction of 16% of all outstanding shares. The similarities of their financial moves go on, listen to this podcast and read the accompanying blog for further insights. Host: Jeff Lazarto: https://bit.ly/37eCXdN Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p

Best Practice Metrics for Tower-based I&O Services When going to market to secure proposals for Infrastructure and Outsourcing (I&O) services, the responses you receive can be overwhelmingly complex and can challenge your ability to do a true apples-to-apples comparison. This 5-part series takes you through the steps you should take to ensure your responses are not only normalized but aligned in a manner so you can operationalize your agreement(s), once finalized.

How CIO’s can ensure they maintain control of their sole source negotiations: Make no mistake, your SI’s plan to secure a sole source award for your Implementation is set in motion from the moment they land resources to begin the strategy phase of your transformation initiative. There are several key tactics SIs will employ to lay the foundation to obtain a sole source implementation award.

Workday's performance in Q4 2019 has been going very well. Workday's subscription revenue was up 33% YoY, they are forecasting more than 27% growth next year and their customer satisfaction rating is at 98%. How are they going about doing this? Their focus has been on HCM, which is the hallmark of their product base and continues to show value to their clients. Once this value is realized, Workday can then introduce clients to an ever growing product portfolio. Host: Jeff Lazarto: https://bit.ly/37eCXdN Workday Commercial Advisory Services: https://bit.ly/3fq96DV

In this podcast, Adam Mansfield provides a recap of Salesforce’s Q4 and full year Fiscal 2019 earnings call. Once again, Salesforce posted impressive revenue growth across all of their clouds. They also raised their FY 2020 guidance and announced they are now targeting FY 2023 revenue of $26B-$28B. If they were to achieve this, they would essentially organically double their revenue in the next 4 years. Salesforce’s confidence in reaching this ambitious goal comes from the trusted partnerships they established with CEOs and the vast array of offerings they have to drive value and digital transformation success for them and their businesses. Host: Adam Mansfield: https://bit.ly/3rPGp8r SalesForce Commercial Advisory Services: https://bit.ly/37hFkMV

Erwann Couesbot discusses some of the main commercial hurdles when it comes to Workday negotiations. Similarities exist when negotiating with major ERP companies, but there are some important differences when negotiating with Workday. They are not a full ERP provider yet, but with M&A they are moving up fast to compete with the likes of SAP and Oracle. This podcasts discusses important commercial terms you need to consider for your next negotiation with Workday. Host: Erwann Couesbot: https://bit.ly/2WIKJdX Workday Commercial Advisory Services: https://bit.ly/2TTLjEO

Mergers and acquisitions are opportunities for SAP to push S/4HANA onto clients. During an M&A there is an optimistic air to discuss synergies, efficiencies and future benefits. But SAP at this time is thinking about big acquisition budgets, revenue opportunity and the possibility to audit either or both companies. SAP will take this time to win in the short term as as well as the long term for future sustainable revenue. Chip Hanna discusses 3 M&A situations to prepare for as SAP will look to expand its S/4HANA adoption onto its clients during this time of exposure. Host: Chip Hanna: https://bit.ly/37gknCk SAP Commercial Advisory Services: https://bit.ly/3yjImwb

Part of SAP’s 2019 Capital Markets Day presentation centered on “The SAP Top Ten” which includes SAP’s ambition to be #1 in Cloud ERP by 2023. There was also a significant amount of time devoted to C/4HANA’s evolution, its position against competitors like Salesforce, and how the recent acquisition of Qualtrix comes into play. Host: Chip Hanna: https://bit.ly/37gknCk SAP Commercial Advisory Services: https://bit.ly/3yjImwb

Oracle’s recent legal battles with the U.S. government have been widely reported. Here is a brief summary of the two prominent legal battles and what they could mean for Oracle customers. Host: Jeff Lazarto: https://bit.ly/37eCXdN Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p

ServiceNow has long been known as an IT helpdesk but in recent years, they have evolved into much more than that. As they strive to become the ultimate digital transformation platform, they have made behavioral and licensing changes to drive adoption of new solutions and expand into lines of business outside of IT. In this podcast, Erik Bullard discusses ServiceNow’s land and expand strategy and what to watch out for prior to your next renewal. For more information on this topic, read our recent blog: ServiceNow ITSA Unlimited Customers: Beware of These Licensing Changes. Host: Erik Bullard: https://bit.ly/2Voe4K6 ServiceNow Commercial Advisory Services: https://bit.ly/3ls6VDt