Considering Salesforce’s dismal Q3 results, Bob shares what he thinks the company must examine to get back on the growth train.
Earnings Call
In this episode, Bob runs through SAP’s Q3 earnings, which indicates that it is growing at a much quicker rate than Salesforce and may well hold the top seat for some time.
Bob analyzes Workday’s Q3 earnings call, which revealed robust growth that the company’s co-CEOs attribute to customers consolidating cloud providers in the uncertain macro-environment.
In this episode, Bob shares some reasons for the company’s continued momentum in Q3.
Dell once again delivers strong results, as it retains focus on supply chain execution, reducing inventory, and continuing to innovate.
Walmart’s digital engagement and customer focus drive results; Cisco says it’s focused on helping customers become more agile and resilient.
During the Q3 earnings call last month, Klein said: “We feel very positive about the resilience we have built into our future business” and noted that predictable revenue now accounts for 80% of SAP’s total.
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.
It’s a clear recognition of the total trust that McDermott has earned from ServiceNow founder Fred Luddy, who stepped down from the chairman’s role to make way for McDermott.
Last week, Amazon CFO Brian Olsavsky further discussed the Q3 financial results of AWS and its current customer strategy.
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.
Bob lays out the Cloud Wars Top 10, along with some insights into the companies in the top half for the third quarter.
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.
As he takes a closer look at the third quarter results for Google, Amazon, and Microsoft, Bob puts the numbers into context, and suggests what they might mean for the providers going forward.
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.
Google Cloud has three great bits of news coming out of the third quarter. Bob explains why this bodes well for its place in the Cloud Wars.
Bob reviews the company’s impressive third quarter results, noting as well the investment commitment from its parent company, Alphabet.
In a stunning Cloud Wars Top 10 development, Google Cloud added as much new cloud revenue as market leader Microsoft, continuing to show that its business is on an upward trajectory.
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%.
Bob Evans breaks down the reasons why SAP’s third quarter cloud performance, with revenue up by $3.8 billion, is so remarkable.
