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.
Snowflake has joined the large number of other major cloud providers in revising growth estimates downward, writes Bob Evans.
Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.
Bob Evans reviews Workday’s Q4 earnings results which highlight the company’s strong subscription growth rate and 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.
Professional services organizations are in demand as customer needs shift rapidly. Scott Vaughan shares advice on how they can adapt and capitalize on the opportunities available.
CIOs need to engage with professional services organizations for fast progress in big projects, says Kenny Mullican. Co-creation is key to success.
Bob Evans recaps the key points from the Q&A session with Google Cloud CFO Ruth Porat at Alphabet’s most recent earnings call.
Bob Evans reviews the earnings call comments by Alphabet CFO Ruth Porat about Google Cloud’s recent narrowing of loss relative to revenue.
Bob Evans looks at the comparative growth rates across the major providers of enterprise apps.
In this Cloud Wars Minute, Bob Evans which company is currently the #1 apps vendor – SAP or Salesforce – after comparing their Q4 and Q3 numbers, respectively.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
Analysts Janet Schijns and Joanna Martinez discuss the need to involve procurement in developing partnerships that create revenue and take out costs.
Bob Evans explores the potential Q4 revenue of both Google Cloud and Microsoft and wonders if the former, based on its impressive Q3 results, will come out ahead on the Cloud Wars Top 10.
Bob Evans looks at the reasons why he thinks Google Cloud’s soon-to-be-announced annual revenue growth will surpass that of Microsoft.
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Workday has a new co-CEO, who will be sole CEO in a year. Bob Evans shares insights into the new leader’s character.
Analyst Tom Smith sheds light on SaaS software startup Gong, a pioneer in the application of AI to the selling process, which could translate to increased revenue.
In the wake of layoff announcements at Salesforce, Bob Evans shares what he sees as the real reasons why the cloud vendor is facing performance challenges.