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.
Oracle
Today, C-level decision-makers are turning to cloud technology to cut costs, increase efficiencies, grow revenues, engage more customers, and scale.
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 reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.
Uber’s deals with Oracle and Google Cloud are a bellwether, signaling that many companies will end up embracing multi-cloud rather than having their own data centers.
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 details Oracle’s 50% increase in CapEx investments, as demand for Oracle Cloud Infrastructure (OCI) soars.
Bill Doerrfeld breaks down the benefits of low-code and multi-cloud and explains how low code can address key multi-cloud challenges.
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 continues his review of the deal involving Uber, Google Cloud, and Oracle — but this time evaluating the deal from Oracle’s perspective.
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 highlights comments made by the CEO of Uber, Dara Khosrowshahi, who detailed how and why the company will use cloud services from Google Cloud and Oracle.
Bob Evans notes the irony that “legacy companies” Oracle and SAP have the highest growth rates in the Cloud Wars Top 10. Google Cloud was close behind.
Bob Evans says SAP’s decision to sell its stake in Qualtrics will allow the company to fund the growth of its S/4HANA Cloud ERP business, which is facing intense competition from Oracle.
Bob Evans recaps the key points from the Q&A session with Google Cloud CFO Ruth Porat at Alphabet’s most recent earnings call.
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Bob Evans looks at the comparative growth rates across the major providers of enterprise apps.
In this Cloud Wars Minute, Bob Evans reviews the latest growth rates of Microsoft Dynamics 365, which have slowed in comparison to Oracle and SAP apps.
Bob Evans offers his take on Satya Nadella’s earnings calls and what Microsoft’s emphasis on AI might mean for the cloud.
Alloy XYZ lets big Oracle cloud-infrastructure customers evolve into cloud providers offering industry-specific solutions to other businesses.