In this episode, Bob reviews the market cap of Cloud Wars Top 10 legacy companies and why they are outperforming the cloud natives.
In this Cloud Wars Minute, Bob explains a recent story posted to Microsoft’s website, which explains the ERP deal that the company won in 2019. In this deal, Microsoft’s client is New York City’s Department of Environmental Protection, who aim to replace old mainframes in efforts to deliver fresh, safe drinking water to residents.
In this episode, Bob covers the launch of the RiseUp with ServiceNow program, and how both its name and program are similar to the RISE with SAP program.
In this episode, Bob shares his thoughts on the recent news that Bill McDermott has been named as chairman of ServiceNow, where he has been the CEO for the past three years.
In this episode, Bob discusses AWS’ current customer strategy and its Q3 revenue growth rate, which increased by 27% from Q2, according to CFO Brian Oslavsky.
In this episode, Bob reviews the third quarter results for the top five Cloud Wars vendors, remarking on how both Oracle and SAP have shed “old stereotypes” thanks to particularly fast growth rates.
Google Cloud had their “big moment” as they saw a 2% growth rate increase, while Microsoft and AWS saw a decline in their growth rates for Q3. Google Cloud is an example of a cloud provider that is offering value to customers, which is being reflected in their fortunes.
Bob reviews the company’s impressive third quarter results, noting as well the investment commitment from its parent company, Alphabet.
In this Cloud Wars Moment, Bob applauds Google Cloud, which is 4x smaller than Microsoft, yet increased its cloud revenue by $6 billion and grew 37.5%.
To earn its place, SAP, in its third quarter, was up 38% in total cloud revenue for a total quarterly earning of $3.3 billion.
In this episode, Bob evaluates IBM’s Q3 results and emphasizes how IBM highlights business transformation over digital transformation.
In this episode, Bob Evans says that CEO Arvind Krishna deserves huge credit for the leadership and unification he has brought to the company, which has made it easier for customers to engage.
In this episode, Bob Evans discusses Larry Ellison’s turn-of-phrase — the “internet of clouds” — which was introduced at Oracle CloudWorld and refers to the multi-cloud phenomenon.
In this episode from Oracle CloudWorld, Bob explains Larry Ellison’s goal for Oracle to develop a global healthcare system — and how it needs partners to achieve this.
Tom Smith talks with Celonis co-CEO Alex Rinke, who extols the “vision and confidence” that customers will gain at the upcoming Celosphere event.
Bob reports from Oracle CloudWorld to discuss the keynote by Safra Catz, who said that this is not the time for companies to sit back, wait, and evaluate; leaders need to make decisions now.
Bob Evans sums up the excitement surrounding Oracle at the start of CloudWorld in Las Vegas. Oracle has the “hot hand” in terms of revenue growth and innovation.
In this episode, Bob Evans highlights what he expects to be a key theme of Oracle CloudWorld: applications with more industry-specific capabilities.
In this Cloud Wars Minute, Bob explains the recent deal between Microsoft and Kyndryl, which gives business customers complete access to all of their data.
In this episode, Bob Evans contrasts the different mindsets between the two cloud vendors, as well as highlights that Google Cloud has coming that help solidify its supremacy.