In this episode, Bob shares some reasons for the company’s continued momentum in Q3.
Cloud Wars Minute
In this episode, Bob Evans explains why he thinks that AWS’ “digital sovereignty pledge” is “a lot of nonsense.”
Bob Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
Bob Evans explains how the “new IBM” now loves Microsoft and AWS after the company’s CEO Arvind Krishna built billion-dollar consulting relationships with both companies.
With the holiday season around the corner, Bob offers several reasons he is thankful for the cloud in today’s Cloud Wars Minute.
IBM has seen accelerated growth in the last several quarters – especially within its cloud business. Bob Evans shares a few optimistic remarks from Arvind Krishna, CEO of IBM.
Bob Evans breaks down the Oracle Chairman’s latest initiative to completely transform the healthcare industry, which has had tremendous impacts on the company.
Bob Evans highlights the relationship between SAP and Apple — one that allows Apple to develop BTP and iOS applications 40% faster than ever before.
In this episode, Bob Evans highlights Snowflake’s latest bold moves in the data cloud with application development.
In this episode, Bob Evans discusses SAP’s sweeping transition to the cloud, exemplified by its release of the SAP Build suite of low-code tools for business users.
Non-tech industry lines are becoming more blurred. Bob Evans describes how Google Cloud and the Renault Group are joining forces to create a software-defined vehicle.
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.
In this episode, Bob reviews the market cap of Cloud Wars Top 10 legacy companies and why they are outperforming the cloud natives.
In this Cloud Wars Minute, Bob explains a recent story posted to Microsoft’s website, which explains the ERP deal that the company won in 2019. In this deal, Microsoft’s client is New York City’s Department of Environmental Protection, who aim to replace old mainframes in efforts to deliver fresh, safe drinking water to residents.
In this episode, Bob covers the launch of the RiseUp with ServiceNow program, and how both its name and program are similar to the RISE with SAP program.
In this episode, Bob shares his thoughts on the recent news that Bill McDermott has been named as chairman of ServiceNow, where he has been the CEO for the past three years.
In this episode, Bob discusses AWS’ current customer strategy and its Q3 revenue growth rate, which increased by 27% from Q2, according to CFO Brian Oslavsky.
In this episode, Bob reviews the third quarter results for the top five Cloud Wars vendors, remarking on how both Oracle and SAP have shed “old stereotypes” thanks to particularly fast growth rates.
Google Cloud had their “big moment” as they saw a 2% growth rate increase, while Microsoft and AWS saw a decline in their growth rates for Q3. Google Cloud is an example of a cloud provider that is offering value to customers, which is being reflected in their fortunes.
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%.