With a 54% cloud growth rate in its most recent quarter and quarterly cloud revenue of $4.4 billion, Oracle remains the fastest growing cloud provider.
Earnings Call
By partnering with Blue Yonder, Snowflake is moving into the supply chain applications business, CEO Frank Slootman says.
With a predicted rise in tech-spending around generative AI, Bob Evans points to the paradox between slowing revenue growth and accelerating profits.
Bob Evans offers 10 reasons that Workday will surpass an annual revenue of $10 billion, given the company’s most recent quarterly results.
On the company’s most recent earnings call, ServiceNow CEO Bill McDermott explained why leaders must hang together to drive digital transformation, and discussed generative AI.
Bob Evans shares details of Google Cloud’s Q1 results, which show the company on a $30-billion annualized run rate and profitable for the first time.
Bob Evans reviews Google Cloud’s Q1 earnings, which indicate a profit for the first time, thanks to the past four years under CEO Thomas Kurian.
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.
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.