Under CEO Christian Klein, SAP has become one of the fastest-growing cloud providers in the world, per its latest Q2 results.
Salesforce CFO Amy Weaver recently explained how the company keeps almost all of its customers so happy that they’re eager to re-up or increase their levels of spending.
In this Cloud Wars Minute, Bob takes the whiteboard on the road to examine Salesforce’s strong retention figures.
With the recent revenue growth of Snowflake, Workday, and Salesforce, Bob recommends that everyone should embrace a fearless perspective.
In this Cloud Wars Minute, Bob recounts recent earnings calls and the need to stay fearless in the face of challenging times.
Bob shares comments from top executives at Salesforce pertaining to the company’s confidence in continued customer demand.
In this Cloud Wars Minute, Bob expands on co-CEO Marc Benioff’s world tour, his confidence in the company’s Q1 earnings report, and motivated customers.
As Bob notes, the company once again demonstrates that the future is not written, but instead is out there for us to shape.
The company joins Workday and Snowflake in rejecting the notion of a recession, explains Bob.
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.
Bob examines Salesforce and Workday’s track record of growth and why fewer companies are seeing IT as a cost center.
The cloud provider’s quarterly numbers are sure to draw extra scrutiny as a portender of things to come for the entire enterprise-cloud business.
With the stock market correction, Bob evaluates the market cap and the Cloud Wars Top 10 companies’ relative valuations.
Salesforce has made a major investment in a fast-growing but young company, Vivun, that may contradict with the CRM model.
Salesforce is synonymous with the CRM market, but its recent $75 million investment in Vivun could be an indicator of big changes ahead.
As the first reporting period of 2022 comes to a close, Bob reports the hottest cloud companies and their growth rates.
As Q1 comes to an end, Bob reviews the growth rates of the Cloud Wars Top 10 and identifies the hottest cloud provider.
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SAP continued success with its RISE program & lack of competition in this space is all feeding into its $12 billion annualized cloud revenue
Welcome to the Cloud Wars Minute, with Bob Evans. Today’s topic: Market Cap Madness: The Great Reconciliation