Bob predicts that Salesforce will announce $1 billion in revenue for the quarter for its industry cloud business on March 1st.
Cloud Reporting
Here’s why I expect Salesforce to reach $1 billion in industry-cloud revenue for fiscal Q4 to underscore its position
When Oracle announces Q3 earnings in March 2022, Bob expects we’ll hear some very surprising points of emphasis. Watch for his full preview.
Bob shares some predictions and ideas about the forthcoming Q4 earnings results from Salesforce, Workday, and Snowflake.
Why I believe Salesforce, Snowflake & Workday will report powerful ongoing cloud growth numbers for their fiscal Q4 ended Jan. 31
Starting his fourth year as CEO, Thomas Kurian has led Google Cloud from #9 to #3 on the Cloud Wars…
Cloud revenue growth exploded across the Top 10 vendors in Q4, which conveys important truths about the present & future business world.
For the last 3 quarters, the growth rate for AWS jumped, and the company is now in hypergrowth range at 40%. How might Microsoft respond?
ServiceNow had a great quarter, as market forces are starting to support the company’s arc towards $15 billion in revenue.
On the recent Alphabet earnings call, CEO Sundar Pichai said that Google Cloud’s $1-billion deals increased 65% year over year.
The good news from SAP continues! We learned on its Q4 earnings call that the game-changing RISE with SAP program now has 1,000+ customers.
One of the highlights of SAP’s excellent Q4 numbers was the RISE with SAP program, a brilliant new idea from the company amid the pandemic.
Microsoft D365 is the fastest growing set of enterprise apps. What does this mean for MSFT’s long-standing & productive partnership with SAP?
Bob Evans shares insight from his interview with Bill McDermott, CEO of ServiceNow, about how the top priority for CEOs is technology.
A set of eye-popping Q2 numbers that reveal the scale, depth and astonishing scope of growth for Microsoft under CEO Satya Nadella.
As Microsoft releases fiscal-Q2 earnings, CEO Satya Nadella declares intention to “help people reimagine everyday work and life.”
Microsoft is closing out 2021 with cloud revenue that should reach $22 billion for Q4 and $80 billion for the calendar year.
Bill McDermott has turned ServiceNow into one of the fastest-growing and most highly differentiated cloud providers in the world. In…
Stymied by its decision to sell its healthcare data assets, Bob looked into other parts the IBM portfolio that could have been sold instead.
In Q4, who’s the hottest cloud vendor of them all? Can AWS best Microsoft in growth for another quarter? Let’s peer into the crystal ball.