In this moment, excerpted from the “FY26 ISV Keynote” session, Daniel Brown, Chief Product Officer, Celonis, explains how the company…
Data
Oracle emphasizes breadth of services, while Google Cloud focuses on future-ready, data-centric platforms.
Since taking over during the pandemic, Christian Klein led SAP through massive growth, tripling market cap and driving innovation in AI and cloud while advising Europe to partner smartly rather than replicate US tech infrastructure.
Oracle’s blowout RPO numbers hint at massive contract-to-revenue transitions.
Microsoft’s blowout Q3 results and $315B in future cloud business crush AI slowdown fears and expose the absurdity of recent data center panic.
Despite media hype, hyperscalers like AWS, Google Cloud, Oracle, and Microsoft are massively investing in AI and cloud infrastructure, not scaling back.