In this episode, Bob reviews the market cap of Cloud Wars Top 10 legacy companies and why they are outperforming the cloud natives.
Cloud Wars Minute
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%.
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.
Bob Evans sums up the excitement surrounding Oracle at the start of CloudWorld in Las Vegas. Oracle has the “hot hand” in terms of revenue growth and innovation.
In this Cloud Wars Minute, Bob explains the recent deal between Microsoft and Kyndryl, which gives business customers complete access to all of their data.
In this episode, Bob Evans contrasts the different mindsets between the two cloud vendors, as well as highlights that Google Cloud has coming that help solidify its supremacy.
Tom Smith talks with Celonis Chief Engineering Officer Vaish Sashikanth about what to expect from the upcoming Celosphere event. Sponsored by Celonis.
In Cloud Wars Horizon Minute, Ep. 56, Tom Smith profiles Sana, which develops cloud e-commerce software that is always in sync with a company’s ERP data, and it also includes built-in payment functionality.
In this Cloud Wars Minute, Bob explains how Oracle has earned its place alongside hyperscalers Microsoft, AWS, and Google Cloud.
In this Cloud Wars Minute, Bob Evans shares highlights from his recent interview with Smith’s CIO and VP of IT on the topic of digital transformation in higher education.
In this Cloud Wars Minute, Bob breaks down the strategic moves that Oracle has made which led its promotion on the Cloud Wars Top 10.
In this Cloud Wars Minute, Bob evaluates the most recent quarterly growth rates of each Cloud Wars Top 10 company and ranks them accordingly.
In this Cloud Wars Minute, Bob reports Larry Ellison’s strategic move to have Oracle become a paying customer of AWS to compete in the multi-cloud era.