In this Cloud Wars Minute, Bob breaks down statements made by co-CEO Bret Taylor during the Salesforce earnings call about why the company is making major investments into vertical market industry cloud solutions.
In this Cloud Wars Minute, Bob reaffirms a big projection for Microsoft’s calendar 2022 earnings figure and outlines seven keys to the company’s success.
In Cloud Wars Horizon Minute, Ep. 43, Tom Smith discusses the strategic priorities that UiPath shared in its recent earnings call, including responding to customer needs: platform investment, high productivity, building up its team, and profitability.
In this Cloud Wars Minute, Bob reacts to recent comments from Microsoft Executive Vice President Dave O’Hara on improving efficiency and lowering costs for customers.
In this Cloud Wars Minute, Bob projects Oracle’s soon-to-be-released FY23 Q1 figures to set a new bar for the top cloud wars competitors.
In this Cloud Wars Minute, Bob examines Workday’s reported Q2 growth figures and how they illustrate a growing emphasis on industry clouds.
In this Cloud Wars Minute, Bob explains why now is the time for Salesforce co-CEO Brad Taylor to push out smaller CRM competitors as customers look to consolidate vendor partnerships.
In this Cloud Wars Minute, Bob reviews official Q2 earnings numbers from three of the Cloud Wars heavy hitters.
In this Cloud Wars Minute, Bob Evans says isn’t a case of SAP stumbling, but an indication of Salesforce’s powerful influence on the cloud wars growth market.
In today’s Cloud Wars Minute, Bob seeks an explanation for why AWS has captured 80% of Snowflake customer partnerships, dwarfing the efforts of cloud competitors.
In this Cloud Wars Minute, Bob compares figures from Oracle and SAP’s Q2 reports.
In this Cloud Wars Minute, Bob reflects on the impact that the cloud industry has had on not only his professional life, but also his personal life. Plus, he introduces us to his family.
In this Cloud Wars Minute episode, Bob predicts big numbers for Salesforce, Workday, and Snowflake despite growing recessionary fears.
In this Cloud Wars Minute, Bob recounts Carter’s reasons for praising the “co-opetition” cloud partnership between two cloud giants as a collaboration that greatly benefits FedEx customers.
In this Cloud Wars Minute, Bob shares the latest “Data Center Wars” rankings, based on the number of data centers worldwide for each cloud service provider
In this Cloud Wars Minute, Bob reviews what legacy companies have done to adapt to and take charge of the industry-specific cloud category.
In this Cloud Wars Minute, Bob compares his Q2 predictions from last month with the reported final figures for six different Cloud Wars Top 10 vendors.
In this Cloud Wars Minute, Bob reviews the growing battle for data center coverage among Cloud Wars providers.
Salesforce’s fiscal Q2 figures are just a week away. Co-CEOs Marc Benioff and Bret Taylor generally latch onto a certain vivid description of their earnings.
In this episode, Bob recounts Snowflake’s impressive Q1 growth and the challenges ahead amid likely economic and competitive turbulence.