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.
Bob shares insights on data cloud juggernaut Snowflake FY22 Q4 earnings of $1.2 billion and what this means for Microsoft and Google
Industry clouds are creating tangible customer value for Salesforce, and have become a secret weapon indispensable to its future success.
The story of why Snowflake CEO Frank Slootman offered the unusual comment of, “This is not philanthropy.” on a recent earnings call.
Here’s why I expect Salesforce to reach $1 billion in industry-cloud revenue for fiscal Q4 to underscore its position
When Oracle announces Q3 earnings in March 2022, Bob expects we’ll hear some very surprising points of emphasis. Watch for his full preview.
Bob shares some predictions and ideas about the forthcoming Q4 earnings results from Salesforce, Workday, and Snowflake.
Why I believe Salesforce, Snowflake & Workday will report powerful ongoing cloud growth numbers for their fiscal Q4 ended Jan. 31
Cloud revenue growth exploded across the Top 10 vendors in Q4, which conveys important truths about the present & future business world.
For the last 3 quarters, the growth rate for AWS jumped, and the company is now in hypergrowth range at 40%. How might Microsoft respond?
ServiceNow had a great quarter, as market forces are starting to support the company’s arc towards $15 billion in revenue.