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.
Top 10
As Salesforce, Workday, and Snowflake are set to report their Q3 results this week, Bob predicts the growth results for each company.
Thanks to CEO Arvind Krishna, the “new IBM” has successfully built billion-dollar consulting relationships with Microsoft and AWS. Bob Evans offers details in this Cloud Wars News article.
Bob Evans explains how the “new IBM” now loves Microsoft and AWS after the company’s CEO Arvind Krishna built billion-dollar consulting relationships with both companies.
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.
Oracle is the fastest-growing major cloud provider. Bob highlights how the company’s industry-specific solutions are responsible for millions, billions, and trillions of revenue.
In this episode, Bob explains how despite the macro-challenges the company is facing, it continues to see strong demand across all of its lines of business and cloud products — particularly, the SaaS portfolio.
In this episode, Bob discusses AWS’ current customer strategy and its Q3 revenue growth rate, which increased by 27% from Q2, according to CFO Brian Oslavsky.
As we dive into the fourth quarter of the year, Bob Evans evaluates the market cap of each Cloud Wars Top 10 company, which remain impressive despite global turmoil uncertainty.
Despite market jitteriness, the Cloud Wars Top 10’s impressive numbers demonstrate that cloud-led information technology is seen as a powerful source of revenue growth, innovation, and acceleration.
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.
With its 45% first fiscal quarter cloud revenue growth rate, Oracle is in the ascendancy. Bob Evans asks: Will Larry Ellison and company be able to maintain this blistering pace?
In this Cloud Wars Minute, Bob breaks down the strategic moves that Oracle has made which led its promotion on the Cloud Wars Top 10.
Bob evaluates the Cloud Wars Top 10 and ranks the companies based on their current revenue growth rates.
In this Cloud Wars Minute, Bob evaluates the most recent quarterly growth rates of each Cloud Wars Top 10 company and ranks them accordingly.
Salesforce has been heavily investing in its vertical market solutions, pushing the company to the #1 spot of the Industry Cloud Top 10.
Last month, Bob shared his predictions for the Cloud Wars Top 10 providers’ Q2 results. How close were his projections?
Bob Evans shares his thoughts on why the impressive Q2 achievements of these three cloud giants merit special attention.
In this Cloud Wars Minute, Bob shares his predictions for the Q2 growth rates and earnings figures for 6 of the top 10 Cloud Wars companies.
Citing a demand increase of industry-specific solutions, Bob presents the new rankings of the Industry Cloud Top 10.
