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.
Earnings Call
During the recent earnings call, Salesforce introduced Marc Benioff 2.0 as the CEO has transformed in his role with new priorities.
Bob Evans reviews Salesforce’s Q4 results, which suggest that the company’s FY24 growth will tumble to 10%.
Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.
Bob Evans reviews the latest earnings results for Workday in Q4. The company saw a 25% jump in its total subscription backlog.
Kieron Allen explains the factors driving better-than-expected performance for Teradata and its multi-cloud approach. ARR is growing sharply.
Bob Evans says Oracle and Uber’s strategic partnership demonstrates that Oracle has emerged as a top-tier competitor in the cloud market against Amazon, Microsoft, and Google Cloud.
Bob Evans recaps the key points from the Q&A session with Google Cloud CFO Ruth Porat at Alphabet’s most recent earnings call.
Bob Evans reviews the earnings call comments by Alphabet CFO Ruth Porat about Google Cloud’s recent narrowing of loss relative to revenue.
Bob Evans gives an overview of Amazon CEO Andy Jassy’s recent earnings calls, on which he discussed the long-term future of the cloud for AWS.
Bob Evans reviews Amazon CEO Andy Jassy’s rare appearance at the company’s recent earnings call, during which he discussed AWS’ prospects.
Google Cloud’s performance continues to improve relative to its competition. What does that mean for other cloud companies? Bob Evans shares his take.
Bob Evans recaps his CEO Outlook interview with SAP’s chief executive, who led a corporate transformation that should be a primary business-school case study for the next decade.
Bob Evans recaps his CEO Outlook conversation with ServiceNow’s chief executive Bill McDermott.
Bob Evans looks at the comparative growth rates across the major providers of enterprise apps.
Bob Evans offers his take on Satya Nadella’s earnings calls and what Microsoft’s emphasis on AI might mean for the cloud.
How are ServiceNow’s customers navigating today’s difficult macroenvironment, and what does that mean for future strategies? To find out, Bob Evans talks with the company’s chief executive.
Comparing the latest Q4 and Q3 results, respectively, Bob Evans takes a look at why SAP is booming while Salesforce’s fortunes remain murky.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.