The Big Themes:

• The appetite for industry solutions is expanding in a very big way: Speaking the language of our customers is key.
• AI becomes much richer: The key element is how do you imagine the whole thing using AI – including industry-specific data models, processes, and analytics.
• Industry-specific offerings: Partners and customers building on top of not only our 360 platform but also industry-specific clouds.

The Big Quotes:

“We have seen an immense need from our customers and we have responded in kind by building and acquiring these companies, which are based on top of our plan.”

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