During its annual Sapphire event, SAP CEO Christian Klein declared that SAP is projecting $23.7 billion in cloud revenue for calendar year 2025.
Oracle continues to be the world’s fastest-growing major cloud provider by a wide margin as its 45% cloud-growth rate put it well ahead of its two closest competitors.
With the Q1 earnings for the Cloud Wars Top 10 companies available, Bob Evans reviews the results to determine who the hottest cloud vendors are.
Bob Evans shares details of Google Cloud’s Q1 results, which show the company on a $30-billion annualized run rate and profitable for the first time.
Bob Evans reviews Google Cloud’s Q1 earnings, which indicate a profit for the first time, thanks to the past four years under CEO Thomas Kurian.
Bob Evans highlights SAP’s Q1 earnings, where S/4HANA cloud ERP revenue was up 77% and total cloud growth was up 24%.
Bob Evans reviews SAP’s recently released Q1 growth rates and total revenues, which highlight how its Cloud ERP grew 77%.
Bob Evans reviews the Cloud Confidence Index from the period of February 20 through March 24, with Google Cloud and Microsoft as leaders.
The Cloud Confidence Index grew 6.1% in March vs. February. Bob Evans reviews the market caps for each Cloud Wars Top 10 company.
Bob Evans offers cloud growth guidance for several of the Cloud Wars Top 10 companies, with Oracle, ServiceNow, and SAP being “most bullish.”
Oracle’s CEO Safra Catz suggests that Oracle’s booming cloud business will grow 50% in the next quarter, after seeing 45% growth in Q3.
Oracle CEO Safra Catz projects 50% growth in cloud revenue in the next quarter, enabling the company to continue down the path of being the fastest-growing cloud provider.
Oracle’s cloud revenue for Q3 grew by 45%, making it the only company in the Cloud Wars Top 10 to achieve that upward trajectory during economic uncertainty.
Oracle continues to be the fastest-growing major cloud provider, with a recent Q3 growth rate of 45%, Bob Evans explains in this Cloud Wars Minute.
Oracle, SAP, and Google Cloud are the fastest-growing major cloud vendors in the world, explains Bob Evans, who reports Q4 earnings for the Top 10 companies.
Oracle, SAP, and Google Cloud have proven to be the fastest-growing major cloud providers in the world, explains Bob Evans in reviewing Q4 results.
Bob Evans reviews the latest earnings results for Workday in Q4. The company saw a 25% jump in its total subscription backlog.
Bob Evans reviews Workday’s Q4 earnings results which highlight the company’s strong subscription growth rate and total subscription backlog.
Bob Evans details how Oracle is boosting its CapEx investment to about $10 billion to meet the surging demand for its cloud infrastructure services.
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.