The Cloud Confidence Index grew 6.1% in March vs. February. Bob Evans reviews the market caps for each Cloud Wars Top 10 company.
Cloud Wars Minute
In addition to its RISE with SAP program, the company is extending similar offerings to mid-sized and smaller companies, through a new program called GROW.
Carl Eschenbach, the new co-CEO of Workday, is determined to yield better results from international sales, sell more to existing customers, and transform Workday into a $10 billion company.
Bob Evans offers highlights from his one-on-one interview with Workday co-CEO Aneel Bhusri, who discussed the rise of AI/ML, his new role, and customers.
CEO Safra Catz and CTO Larry Ellison have recently laid out a new strategy for Oracle that includes artificial intelligence and machine learning.
Workday’s 38 use cases that leverage AI and ML technologies focus on the growth, simplification, and innovation of businesses.
Bob Evans reviews the cloud growth guidance from the Cloud Wars Top 10 companies, which suggest that Oracle, ServiceNow, and SAP are leading.
Google Cloud is the latest company to join the “generative AI revolution,” after announcing its new generative AI products yesterday.
AWS is entering the supply chain sector through the launch of its latest product, Amazon Supply Chain, which will help customers leverage existing solutions.
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 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 have proven to be the fastest-growing major cloud providers in the world, explains Bob Evans in reviewing Q4 results.
Snowflake reported 70% growth in product revenue for FY23 and guidance for Q1 was 44.5%, explains Bob Evans in this episode.
After the recent Salesforce earnings call, Bob Evans evaluates the new priorities articulated by CEO Marc Benioff.
Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.
Bob Evans details how Workday turned up intensity, as co-CEO Carl Eschenbach plans to turn the company into the largest, most profitable software company.
Bob Evans reviews Workday’s Q4 earnings results which highlight the company’s strong subscription growth rate and total subscription backlog.
Bob Evans reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.
A power shift is taking place at SAP as founder and chairman Hasso Plattner steps down, allowing CEO Christian Klein to fully takeover as the single driving force behind SAP.
Bob Evans describes how Snowflake is going full-force into the industry cloud business with the latest announcement around its Telecom Data Cloud.