In this episode, Bob Evans reviews the latest quarter growth rates, and rankings, of the Cloud Wars Top 10 companies.
Cloud Revenue
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.
In this episode, Bob outlines what Oracle must do to reach its projected goal of $65 billion in total revenue by the 2026 fiscal year.
In this episode, Bob explains how despite the macro-challenges the company is facing, it continues to see strong demand across all of its lines of business and cloud products — particularly, the SaaS portfolio.
As he takes a closer look at the third quarter results for Google, Amazon, and Microsoft, Bob puts the numbers into context, and suggests what they might mean for the providers going forward.
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 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.
On location at Oracle CloudWorld, Bob Evans discusses Oracle’s impressive positioning, thanks to last quarter’s 45% cloud-revenue growth rate.
After Oracle delivered a blowout Q1, its founder Larry Ellison announced further plans to snatch customers from the infrastructure category.
As Bob explains, Microsoft’s remarkable level of growth indicates that it is highly likely to reach $100 billion in cloud revenue by the end of the calendar year.
Bob shares his projections for the cloud revenue of leading providers on the Cloud Wars Top 10 for the quarter ending June 30.