An update on the growth trends of top cloud companies, categorizing them into four groups based on their revenue growth rates.
Oracle remains fast-growing with an anticipated Q1 cloud revenue growth of at least 29%, even without the boost from its Cerner acquisition.
Despite Marc Benioff saying the company’s performance is “incredible”, Salesforce’s Q2 growth rates demonstrate otherwise.
Google Cloud and Microsoft’s impressive Q2 growth rates suggest that AWS needs to turn up the heat to keep up in the Cloud Wars.
With its RISE with SAP program as a central force of customer innovation, SAP continues to deliver impressive cloud growth.
Bob Evans shares his expectations for Microsoft’s Q4 earnings, in which he predicts Microsoft Cloud revenue will exceed $30 billion.
Bob Evans predicts that the generative AI revolution will drive a $30 billion Q4 in cloud revenue for Microsoft.
Bob Evans previews the Q2 earnings results of SAP under CEO Christian Klein, as we approach its July 20 release date.
Bob Evans discusses the upcoming release of SAP’s Q2 earnings results and cites five metrics that suggest that the results will be powerful.
Bob Evans offers five reasons for Oracle’s massive growth surge, which include the company’s technological superiority and leaders Safra Catz and Larry Ellison.
Bob Evans shares five key reasons that influenced Oracle’s surge in cloud growth in its most recent quarter.
Bob Evans breaks down the latest changes to the Cloud Wars Top 10 ranking, in which ServiceNow, Workday, and Google Cloud moved up.
With a 54% cloud growth rate in its most recent quarter and quarterly cloud revenue of $4.4 billion, Oracle remains the fastest growing cloud provider.
With a predicted rise in tech-spending around generative AI, Bob Evans points to the paradox between slowing revenue growth and accelerating profits.
Bob Evans offers 10 reasons that Workday will surpass an annual revenue of $10 billion, given the company’s most recent quarterly results.
During its annual Sapphire event, SAP CEO Christian Klein declared that SAP is projecting $23.7 billion in cloud revenue for calendar year 2025.
Oracle continues to be the world’s fastest-growing major cloud provider by a wide margin as its 45% cloud-growth rate put it well ahead of its two closest competitors.
With the Q1 earnings for the Cloud Wars Top 10 companies available, Bob Evans reviews the results to determine who the hottest cloud vendors are.
Bob Evans shares details of Google Cloud’s Q1 results, which show the company on a $30-billion annualized run rate and profitable for the first time.
Bob Evans reviews Google Cloud’s Q1 earnings, which indicate a profit for the first time, thanks to the past four years under CEO Thomas Kurian.