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.
In this Cloud Wars Minute, Bob is in New York City attending Google Cloud Next and shares some of the company’s recent big customer wins.
Tom Smith talks with Celonis Chief Engineering Officer Vaish Sashikanth about what to expect from the upcoming Celosphere event. Sponsored by Celonis.
Reflecting on a powerful announcement from ServiceNow, Bob emphasizes the legitimacy of the low-code/no-code revolution, in the latest Cloud Wars Minute episode.
In this Cloud Wars Minute, Bob reacts to the comments made by a top Microsoft executive, thrashing customers for onshoring as a way to address the supply chain crisis.
In this Cloud Wars Minute, Bob discusses EVP Judson Althoff’s recent remarks about the company’s involvement in the industrial Metaverse.
In this Cloud Wars Minute, Bob talks about Microsoft’s new partner program which focuses on meeting customer needs and providing industry solutions.
Despite market jitteriness, the Cloud Wars Top 10’s impressive numbers demonstrate that cloud-led information technology is seen as a powerful source of revenue growth, innovation, and acceleration.
