Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
In Q3, all of the Cloud Wars Top 10 companies demonstrated exceptional growth — except Salesforce. Bob reviews the numbers.
In this Cloud Wars Minute, Bob reviews Salesforce’s Q3 earnings and recent management departures, which suggest the company is unable to live up to its own standards.
John Siefert, Bob Evans, Tony Uphoff, and Scott Vaughan discuss the latest Q3 Cloud Wars Top 10 earnings results, which are nuanced once looked at through the lens of technology and digital transformation.
Grocery retail giant Kroger tops expectations and lifts forecast again. In episode 76 of the Cloud Wars Horizon Minute, Tom Smith looks at what makes the company stand out.
While Salesforce’s Q3 revenue growth represents the lowest rate the company has seen in the past five years, it is still phenomenal when compared to other companies, explains Bob in this episode.
Considering Salesforce’s dismal Q3 results, Bob shares what he thinks the company must examine to get back on the growth train.
In this episode, Bob runs through SAP’s Q3 earnings, which indicates that it is growing at a much quicker rate than Salesforce and may well hold the top seat for some time.
Bob Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
Bob compares five-week market caps to illuminate how legacy cloud companies are getting ahead of cloud native companies in the Cloud Wars Top 10.
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.
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.
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.
In episode 30, Wayne Sadin explains why omnichannel contact centers help companies answer data-driven questions that inform their decision-making process.
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.
On location at Oracle CloudWorld, Bob Evans discusses Oracle’s impressive positioning, thanks to last quarter’s 45% cloud-revenue growth rate.
As Bob explains, Microsoft’s remarkable level of growth indicates that it is highly likely to reach $100 billion in cloud revenue by the end of the calendar year.
Bob looks at the growth trajectories of these SaaS stalwarts over the past year to see if their performance inspires confidence in continued extraordinary results.
In this Cloud Wars Minute, Bob looks at earnings figures from the Cloud Wars Top 10, particularly Snowflake’s revenue growth, as indicators for the digital future.