SAP posted weaker-than-expected first quarter earnings but boosted its full year revenue and profit targets as its cloud subscriptions showed "strong momentum".
The software giant is making good on its promise to use LinkedIn data to enhance existing products. And LinkedIn is giving its oft-criticized user experience a facelift.
The enhancements to Dynamics 365, Microsoft's sales software, will present a challenge to Salesforce.com and represent Microsoft's first significant initiative from its $26 billion acquisition of LinkedIn
The software giant and its peers have snapped up many providers of tools that help marketers run ad campaigns. A fragmented market and strong demand could yield more deals.