Bob explains what the battle between the two companies says about the rise of the enterprise cloud.
Salesforce
As Salesforce, Workday, and Snowflake are set to report their Q3 results this week, Bob predicts the growth results for each company.
Bob Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
Why is Oracle focusing on end-to-end automation for industries? Bob provides his take on details regarding the strategy that were shared at a recent CloudWorld meeting.
In this episode, Bob reviews the market cap of Cloud Wars Top 10 legacy companies and why they are outperforming the cloud natives.
Bob lays out the Cloud Wars Top 10, along with some insights into the companies in the top half for the third quarter.
Startup Aforza brings industry cloud functionality to consumer goods and, in so doing, is driving new levels of efficiency in a $2T market.
Seven reasons why Salesforce has been able to make the extraordinary journey to the pinnacle of the business apps software world.
After 23 years of leading the charge, the company’s co-CEO outlines his 10-point plan for reaching $50 billion in annual revenue.
In this Cloud Wars Minute, Bob reviews Salesforce co-CEO Marc Benioff’s 10-point plan for the company to grow its annualized revenue run rate to $50 billion in just over three years.
At last week’s Dreamforce event, CFO Amy Weaver shared insights on why the company has chosen the Industry division as one of its three strategic growth pillars.
In Enterprise AI Minute, Ep. 67, Aaron Back explains why Oracle believes the new Fusion sales solution will help it overtake its biggest competitor
In this Cloud Wars Minute, Bob Evans discusses CFO Amy Weaver’s comments on the company’s Industries business, which is one of its three strategic pillars for growth.
At its Dreamforce event last week, co-CEOs Marc Benioff and Bret Taylor made big claims that the company is the only apps vendor capable of offering an integrated suite of systems.
In this Cloud Wars Minute, Bob evaluates the recent reveal of the new Genie platform by Salesforce. Has the company done too much too soon?
Salesforce has been heavily investing in its vertical market solutions, pushing the company to the #1 spot of the Industry Cloud Top 10.
In this Cloud Wars Minute, Bob breaks down statements made by co-CEO Bret Taylor during the Salesforce earnings call about why the company is making major investments into vertical market industry cloud solutions.
Leveraging company momentum, Taylor used the recent Q2 earnings call to highlight an eagerness to help customers.
In this Cloud Wars Minute, Bob explains why now is the time for Salesforce co-CEO Brad Taylor to push out smaller CRM competitors as customers look to consolidate vendor partnerships.
Bob dives into the second quarter performance of three Cloud Wars heavy hitters, with an emphasis on how their CEOs are investing in modern cloud technology.