Snowflake reported 70% growth in product revenue for FY23 and guidance for Q1 was 44.5%, explains Bob Evans in this episode.

After the recent Salesforce earnings call, Bob Evans evaluates the new priorities articulated by CEO Marc Benioff.

Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.

Bob Evans details how Workday turned up intensity, as co-CEO Carl Eschenbach plans to turn the company into the largest, most profitable software company.

Bob Evans reviews Workday’s Q4 earnings results which highlight the company’s strong subscription growth rate and total subscription backlog.

Bob Evans reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.

A power shift is taking place at SAP as founder and chairman Hasso Plattner steps down, allowing CEO Christian Klein to fully takeover as the single driving force behind SAP.

Bob Evans describes how Snowflake is going full-force into the industry cloud business with the latest announcement around its Telecom Data Cloud.

Bob Evans details Oracle’s 50% increase in CapEx investments, as demand for Oracle Cloud Infrastructure (OCI) soars.

Bob Evans reviews the latest updates to the Cloud Confidence Index, highlighting market-cap growth among Cloud Wars Top 10 companies in the last 30 days.

Bob Evans details the ways in which SAP is acting younger through new modes of innovation and experience cultivation, representing Benjamin Button.

Bob Evans shares insights on why Uber picked Google Cloud to partner with as it moves out of the data center business.

Bob Evans reviews recent developments coming from Google Cloud that better meet customer needs amid economic uncertainty.

Bob Evans continues his review of the deal involving Uber, Google Cloud, and Oracle — but this time evaluating the deal from Oracle’s perspective.

Bob Evans highlights comments made by the CEO of Uber, Dara Khosrowshahi, who detailed how and why the company will use cloud services from Google Cloud and Oracle.

Bob Evans shares the Cloud Wars Top 10 growth chart and the related changes, after six of the Cloud Wars companies released their Q4 numbers.

Bob Evans explains SAP’s plans to sell its share in Qualtrics, which would better position the company to be a leader in the cloud ERP space.

Bob Evans reviews the earnings call comments by Alphabet CFO Ruth Porat about Google Cloud’s recent narrowing of loss relative to revenue.

Bob Evans reviews Amazon CEO Andy Jassy’s rare appearance at the company’s recent earnings call, during which he discussed AWS’ prospects.

Bob Evans compares the growth rates for the last five quarters of Google Cloud, Microsoft, and AWS.