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Cloud Wars Minute

“You give us three minutes and we will give you unique insights on the greatest growth market the world has ever known!“

Bob Evans-Circle

Bob Evans

Welcome to the Cloud Wars Minute!

I am your host, Bob Evans. Here you will see a full library of our daily news and commentary show from Cloud Wars that shares insights and perspective around the “re-imagination machine” that is the Cloud!

News

Why Uber Picked Google Cloud

By Bob EvansFebruary 17, 2023

Bob Evans shares insights on why Uber picked Google Cloud to partner with as it moves out of the data center business.

Cloud Wars Minute

Google Cloud Revamps Pricing, GTM to Meet New Customer Needs

By Bob EvansFebruary 16, 2023

Bob Evans reviews recent developments coming from Google Cloud that better meet customer needs amid economic uncertainty.

Cloud Wars Minute

Is Uber One of Larry Ellison’s $1 Billion Cloud Deals?

By Bob EvansFebruary 15, 2023

Bob Evans continues his review of the deal involving Uber, Google Cloud, and Oracle — but this time evaluating the deal from Oracle’s perspective.

Cloud Wars Minute

What Uber CEO Wants From Oracle, Google Cloud

By Bob EvansFebruary 14, 2023

Bob Evans highlights comments made by the CEO of Uber, Dara Khosrowshahi, who detailed how and why the company will use cloud services from Google Cloud and Oracle.

Cloud Wars Minute

Cloud Wars Top 10 Growth Chart

By Bob EvansFebruary 13, 2023

Bob Evans shares the Cloud Wars Top 10 growth chart and the related changes, after six of the Cloud Wars companies released their Q4 numbers.

Cloud Wars Minute

SAP Cloud ERP War Chest: Qualtrics

By Bob EvansFebruary 10, 2023

Bob Evans explains SAP’s plans to sell its share in Qualtrics, which would better position the company to be a leader in the cloud ERP space.

Cloud Wars Minute

Google Cloud: ‘March to Profitability’

By Bob EvansFebruary 9, 2023

Bob Evans reviews the earnings call comments by Alphabet CFO Ruth Porat about Google Cloud’s recent narrowing of loss relative to revenue.

Cloud Wars Minute

Amazon CEO Jassy: ‘Lot of Growth in Front of AWS’

By Bob EvansFebruary 8, 2023

Bob Evans reviews Amazon CEO Andy Jassy’s rare appearance at the company’s recent earnings call, during which he discussed AWS’ prospects.

Cloud Wars Minute

Is Google Cloud Snatching Share From Microsoft and AWS?

By Bob EvansFebruary 7, 2023

Bob Evans compares the growth rates for the last five quarters of Google Cloud, Microsoft, and AWS.

Cloud Wars Minute

SAP’s Christian Klein: Cloud Wars CEO Outlook 2023

By Bob EvansFebruary 6, 2023

Bob Evans offers highlights from his one-on-one CEO Outlook conversation with SAP chief executive Christian Klein.

Cloud Wars Minute

Why ServiceNow Is Bullish for 2023

By Bob EvansFebruary 3, 2023

In this Cloud Wars Minute, Bob Evans discusses his CEO Outlook interview with ServiceNow chief executive Bill McDermott.

Cloud Wars Minute

Apps Wars: Oracle, SAP Outgrow Microsoft Dynamics 365

By Bob EvansFebruary 2, 2023

In this Cloud Wars Minute, Bob Evans reviews the latest growth rates of Microsoft Dynamics 365, which have slowed in comparison to Oracle and SAP apps.

Cloud Wars Minute

Satya Nadella’s AI Obsession Hurts Microsoft Cloud

By Bob EvansFebruary 1, 2023

Bob Evans says that Microsoft needs to be more forthcoming and transparent about how it sees the role of AI and the cloud.

Cloud Wars Minute

ServiceNow CEO Bill McDermott: Driving ‘Revolution in Business Software’

By Bob EvansJanuary 31, 2023

Bob Evans discusses his one-on-one conversation with ServiceNow CEO, Bill McDermott, which is part of the 2023 Cloud Wars CEO Outlook Series.

Cloud Wars Minute

Who Is the #1 Apps Vendor Now? Salesforce, SAP Showdown

By Bob EvansJanuary 30, 2023

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.

Cloud Wars Minute

SAP Blockbuster: Q4 and Full Year!

By Bob EvansJanuary 27, 2023

Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.

Cloud Wars Minute

Nadella’s Promise: ‘We Will Lead in AI!’

By Bob EvansJanuary 26, 2023

In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.

Cloud Wars Minute

Microsoft Q2: Juggernaut Slows

By Bob EvansJanuary 25, 2023

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.

Cloud Wars Minute

Cloud Confidence Index: Strong Post-Layoffs

By Bob EvansJanuary 24, 2023

In his new Cloud Confidence Index, Bob Evans adds “a bit of analysis and perspective” into recent news around tech company layoffs.

Cloud Wars Minute

Q4 Cloud Preview: More Strong Growth!

By Bob EvansJanuary 23, 2023

Bob Evans offers his projections for the Q4 growth rates of the Cloud Wars Top 10 companies, which he expects will show strong, though reduced, growth.

Previous 1 2 3 4 … 19 Next

Featured Story

Salesforce Stumbles: Growth Rate at 5-Year Low in Q3

4 months ago
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.
Read More »

Subscribe to Cloud Wars Newsletter

Every Thursday, I send a free email newsletter which provides a more in-depth look at a particular vendor, customer, trend, or other noteworthy item. Each issue of Cloud Wars includes exclusives that won’t appear anywhere else.
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