Bob Evans compares the growth rates for the last five quarters of Google Cloud, Microsoft, and AWS.
Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
Bob Evans reviews the fiscal earnings for Microsoft’s second quarter. The company is the first cloud vendor to top $100 billion in annual revenue.
Bob Evans reviews the new Cloud Confidence Index, which replaces his Market Cap Madness series.
In his new Cloud Confidence Index, Bob Evans adds “a bit of analysis and perspective” into recent news around tech company layoffs.
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.
Bob Evans explores the potential Q4 revenue of both Google Cloud and Microsoft and wonders if the former, based on its impressive Q3 results, will come out ahead on the Cloud Wars Top 10.
Bob Evans looks at the reasons why he thinks Google Cloud’s soon-to-be-announced annual revenue growth will surpass that of Microsoft.
Acceleration Economy’s co-founders preview Bob Evans’ upcoming interviews with the CEOs of Google Cloud, IBM, Oracle, Workday, Snowflake, and SAP.
In this episode, Bob Evans reviews the latest quarter growth rates, and rankings, of the Cloud Wars Top 10 companies.
In this Cloud Wars Minute, Bob Evans discusses how and why companies such as Oracle, SAP, and IBM have climbed up in the rankings of the world’s largest and most influential cloud companies.
Bob Evans and Tom Smith conduct the Cloud Wars quarterly review of top performers in Q3, as well as share business highlights (and lowlights).
In this Cloud Wars Minute, Bob discusses how the last few months and most recent quarter have changed the standings and perceptions of Oracle and Salesforce.
In Q3, Salesforce saw a nearly $3 billion decline in its valuation. Bob reviews the market-caps for the Cloud Wars Top 10 in this analysis.
In this episode, Bob offers his predictions for Oracle’s second quarter fiscal results, which will be announced today.
In this Cloud Wars Minute, Bob reviews Salesforce’s Q3 earnings and recent management departures, which suggest the company is unable to live up to its own standards.
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.
In this episode, Bob runs through SAP’s Q3 earnings, which indicates that it is growing at a much quicker rate than Salesforce and may well hold the top seat for some time.
Analyst Bob Evans explains how Oracle plans to achieve 65 billion dollars in revenue, powered by an infrastructure and applications increase.