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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!

Cloud Wars Minute

Snowflake: Manifest Destiny of Industry Clouds

By Bob EvansFebruary 23, 2023

Bob Evans describes how Snowflake is going full-force into the industry cloud business with the latest announcement around its Telecom Data Cloud.

Cloud Wars Minute

Oracle: $10 Billion Data-Center Buildout

By Bob EvansFebruary 22, 2023

Bob Evans details Oracle’s 50% increase in CapEx investments, as demand for Oracle Cloud Infrastructure (OCI) soars.

Cloud Wars Minute

Cloud Confidence Index Rises

By Bob EvansFebruary 21, 2023

Bob Evans reviews the latest updates to the Cloud Confidence Index, highlighting market-cap growth among Cloud Wars Top 10 companies in the last 30 days.

Cloud Wars Minute

How SAP Channels ‘Benjamin Button’

By Bob EvansFebruary 20, 2023

Bob Evans details the ways in which SAP is acting younger through new modes of innovation and experience cultivation, representing Benjamin Button.

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.

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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