In this episode, Bob offers his predictions for Oracle’s second quarter fiscal results, which will be announced today.
The Pentagon has decided to follow a hybrid-cloud approach in what it calls the JEDI (Joint Enterprise Defense Infrastructure) contract, which is assigned to four Cloud Wars Top 10 companies.
In this Cloud Wars Minute, Bob reviews Salesforce’s Q3 earnings and recent management departures, which suggest the company is unable to live up to its own standards.
Snowflake’s CEO Frank Slootman has said that fear of missing out (FOMO) has broken out in the data cloud — a quote that illuminates what many companies feel today, says Bob in this episode.
While Salesforce’s Q3 revenue growth represents the lowest rate the company has seen in the past five years, it is still phenomenal when compared to other companies, explains Bob in this episode.
In this episode, Bob runs through SAP’s Q3 earnings, which indicates that it is growing at a much quicker rate than Salesforce and may well hold the top seat for some time.
In this episode, Bob shares some reasons for the company’s continued momentum in Q3.
In this episode, Bob Evans explains why he thinks that AWS’ “digital sovereignty pledge” is “a lot of nonsense.”
Bob Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
Bob Evans explains how the “new IBM” now loves Microsoft and AWS after the company’s CEO Arvind Krishna built billion-dollar consulting relationships with both companies.
With the holiday season around the corner, Bob offers several reasons he is thankful for the cloud in today’s Cloud Wars Minute.
IBM has seen accelerated growth in the last several quarters – especially within its cloud business. Bob Evans shares a few optimistic remarks from Arvind Krishna, CEO of IBM.
Bob Evans breaks down the Oracle Chairman’s latest initiative to completely transform the healthcare industry, which has had tremendous impacts on the company.
Oracle is the fastest-growing major cloud provider. Bob highlights how the company’s industry-specific solutions are responsible for millions, billions, and trillions of revenue.
Bob Evans highlights the relationship between SAP and Apple — one that allows Apple to develop BTP and iOS applications 40% faster than ever before.
In this episode, Bob Evans highlights Snowflake’s latest bold moves in the data cloud with application development.
In this episode, Bob Evans discusses SAP’s sweeping transition to the cloud, exemplified by its release of the SAP Build suite of low-code tools for business users.
In this episode, Bob outlines what Oracle must do to reach its projected goal of $65 billion in total revenue by the 2026 fiscal year.
Non-tech industry lines are becoming more blurred. Bob Evans describes how Google Cloud and the Renault Group are joining forces to create a software-defined vehicle.
In this episode, Bob explains how despite the macro-challenges the company is facing, it continues to see strong demand across all of its lines of business and cloud products — particularly, the SaaS portfolio.