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.
Earnings Call
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.
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.
The increasingly in-demand IBM Consulting has found that its clients and prospects are finding significant value in IBM’s ability to offer not only a full portfolio of modern technology — particularly in the cloud — but also deep industry expertise built over the decades.
In this episode, Bob evaluates IBM’s Q3 results and emphasizes how IBM highlights business transformation over digital transformation.
Bob Evans explains how CEO Arvind Krishna’s intense focus on the cloud and AI has transformed IBM into an innovative and disruptive contender.
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.
With its 45% first fiscal quarter cloud revenue growth rate, Oracle is in the ascendancy. Bob Evans asks: Will Larry Ellison and company be able to maintain this blistering pace?
Oracle, Workday, Kroger and Walmart delivered powerful results, which Tom Smith and Bob Evans discuss in Episode 48 of the Cloud Wars Horizon Minute.
Bob evaluates the Cloud Wars Top 10 and ranks the companies based on their current revenue growth rates.