Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
In this episode, Bob unveils his predictions for an upcoming week of earnings calls among three major Cloud Wars competitors and why he expects major growth despite recession concerns.
Highlights
00:01 — Earnings results are coming up for three heavyweight cloud providers: Salesforce, Workday, and Snowflake. Bob expects the companies’ Q2 results to defy the notion every company is cutting back on cloud and IT spending.
01:14 — Bob projects Salesforce to release figures showing revenue up 22% to $7.73 billion.
02:01 — Workday’s numbers are expected to be up 20% to $1.51 billion. Bob repeats Workday CEO Aneel Bhusri’s comment that their products “are not choices.”
02:43 — Bob predicts Snowflake’s growth rate will reach 75% for $446 million in total revenue.
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