Snowflake reported 70% growth in product revenue for FY23 and guidance for Q1 was 44.5%, explains Bob Evans in this episode.
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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.
Uber has decided to partner with both Oracle and Google Cloud to drive cloud-powered innovation and growth. Bob Evans shares CEO reactions from all companies.
Bob Evans shares the Cloud Wars Top 10 growth chart and the related changes, after six of the Cloud Wars companies released their Q4 numbers.
Bob Evans offers highlights from his one-on-one CEO Outlook conversation with SAP chief executive Christian Klein.
The latest Growth Swarm podcast explores how human intelligence is being redefined in a world of increasingly ubiquitous artificial intelligence.
Bob Evans says that Microsoft needs to be more forthcoming and transparent about how it sees the role of AI and the cloud.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.