AWS is extending its brand by entering the enterprise applications world with AWS Supply Chain that runs seamlessly with ERP applications.
Oracle’s cloud revenue for Q3 grew by 45%, making it the only company in the Cloud Wars Top 10 to achieve that upward trajectory during economic uncertainty.
Oracle continues to be the fastest-growing major cloud provider, with a recent Q3 growth rate of 45%, Bob Evans explains in this Cloud Wars Minute.
Oracle, SAP, and Google Cloud are the fastest-growing major cloud vendors in the world, explains Bob Evans, who reports Q4 earnings for the Top 10 companies.
Oracle, SAP, and Google Cloud have proven to be the fastest-growing major cloud providers in the world, explains Bob Evans in reviewing Q4 results.
Snowflake has joined the large number of other major cloud providers in revising growth estimates downward, writes Bob Evans.
Snowflake reported 70% growth in product revenue for FY23 and guidance for Q1 was 44.5%, explains Bob Evans in this episode.
During the recent earnings call, Salesforce introduced Marc Benioff 2.0 as the CEO has transformed in his role with new priorities.
After the recent Salesforce earnings call, Bob Evans evaluates the new priorities articulated by CEO Marc Benioff.
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 details how Workday won seven Fortune 500 customers in Q4, including three from bigger rivals Oracle and SAP.
The latest release of cybersecurity vendor Lookout’s mobile phishing report indicates attacks are becoming more expansive — and expensive.
Bob Evans reviews the latest earnings results for Workday in Q4. The company saw a 25% jump in its total subscription backlog.
Remaining performance obligation represents contracted business that isn’t yet recognized as revenue. It has become a powerful indicator of future growth for the Cloud Wars Top 10.
Bob Evans shares how SAP is taking on the ultimate transformation, after Hasso Plattner, Founder and Chairman, steps down from the company.
A power shift is taking place at SAP as founder and chairman Hasso Plattner steps down, allowing CEO Christian Klein to fully takeover as the single driving force behind SAP.
Bob Evans explains how Snowflake reveals the future of the cloud with its purpose-built, industry-specific Telecom Data Cloud.
Bob Evans details how Oracle is boosting its CapEx investment to about $10 billion to meet the surging demand for its cloud infrastructure services.
Bob Evans explains how and why the combined valuations of the Cloud Wars Top 10 rose more than $100 billion in the past month.