In this Lightning Strike, Bob Evans and Wayne Sadin join Aaron Back for a discussion on Oracle, its Q4 earnings report, and future plans.
Earnings Call
“Cloud is at the heart of most customer conversations,” said CEO Matt Cain, in the database software firm’s recent earnings call.
Bob shares comments from top executives at Salesforce pertaining to the company’s confidence in continued customer demand.
The story of why Snowflake CEO Frank Slootman offered the unusual comment of, “This is not philanthropy.” on a recent earnings call.
Bob predicts that Salesforce will announce $1 billion in revenue for the quarter for its industry cloud business on March 1st.
When Oracle announces Q3 earnings in March 2022, Bob expects we’ll hear some very surprising points of emphasis. Watch for his full preview.
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.
On the recent Alphabet earnings call, CEO Sundar Pichai said that Google Cloud’s $1-billion deals increased 65% year over year.
The good news from SAP continues! We learned on its Q4 earnings call that the game-changing RISE with SAP program now has 1,000+ customers.
One of the highlights of SAP’s excellent Q4 numbers was the RISE with SAP program, a brilliant new idea from the company amid the pandemic.
A set of eye-popping Q2 numbers that reveal the scale, depth and astonishing scope of growth for Microsoft under CEO Satya Nadella.
CEO Safra Catz & chairman Larry Ellison led an Industry Cloud Blitz during Oracle’s Q2 earnings call, charting new territory for Oracle.
On Oracle’s earnings call, Ellison described a “plan to add major new capabilities to our cloud ERP system,” in 3 specific industry clouds.
In last week’s fiscal-Q2 earnings call, we got a preview of Larry Ellison’s plan for Oracle building a massive cloud ERP business.
Two keys: thousands of Oracle ERP customers are moving to the cloud + Fusion ERP applications are merging with industry-specific capabilities
On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.
In light of Oracle’s Q2 performance, can a case be made that Oracle is an even hotter cloud provider than Google Cloud?
CEO Frank Slootman says that the driving factor behind Snowflake’s huge Q3 performance was the direct-to-consumer craze sweeping the world.
Obliterating all growth expectations with a 110% spike in Q3 revenue, Snowflake is soaring. CEO Frank Slootman outlined the reasons why.
