Bob Evans offers his take on Satya Nadella’s earnings calls and what Microsoft’s emphasis on AI might mean for the cloud.
Cloud Reporting
Tony Uphoff explains why Microsoft’s new focus on AI is history repeating itself, as the strategic move will shape the future of technology in similar ways as the Internet did three decades ago.
“It’s a platform game now, where only the strong survive and the best platforms win,” says ServiceNow’s Bill McDermott in this CEO Outlook moment.
The latest Growth Swarm podcast explores how human intelligence is being redefined in a world of increasingly ubiquitous artificial intelligence.
Bob Evans says that Microsoft needs to be more forthcoming and transparent about how it sees the role of AI and the cloud.
How are ServiceNow’s customers navigating today’s difficult macroenvironment, and what does that mean for future strategies? To find out, Bob Evans talks with the company’s chief executive.
Bob Evans discusses his one-on-one conversation with ServiceNow CEO, Bill McDermott, which is part of the 2023 Cloud Wars CEO Outlook Series.
In this Sustainability Impact Digital Summit moment, Salesforce execs Kevin Vranes and Jen Brown discuss the company’s Net Cloud Zero platform.
Comparing the latest Q4 and Q3 results, respectively, Bob Evans takes a look at why SAP is booming while Salesforce’s fortunes remain murky.
In this Cloud Wars Minute, Bob Evans which company is currently the #1 apps vendor – SAP or Salesforce – after comparing their Q4 and Q3 numbers, respectively.
ChatGPT is both the most overhyped and underhyped technology today. Tony Uphoff explains why.
Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
Cloud native. AI-driven. Democratized access. Automation Anywhere meets the key automation requirements of business and tech leaders.
Bob Evans discusses Microsoft’s latest AI imperative and reviews the comments from Microsoft CEO Satya Nadella on the matter.
In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.
Bob Evans reviews the fiscal earnings for Microsoft’s second quarter. The company is the first cloud vendor to top $100 billion in annual revenue.
In this Growth Swarm podcast, the team discusses AI as the next big tech platform, on which companies must focus after recent staff reductions.
While Microsoft’s overall cloud business grew at a slightly lower rate than a year ago, its numbers remain impressive as the first cloud provider to earn over $100B.
Bob Evans reviews the new Cloud Confidence Index, which replaces his Market Cap Madness series.