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.
Bob Evans offers highlights from his one-on-one CEO Outlook conversation with SAP chief executive Christian Klein.
In this Cloud Wars Minute, Bob Evans discusses his CEO Outlook interview with ServiceNow chief executive Bill McDermott.
In this Cloud Wars Minute, Bob Evans reviews the latest growth rates of Microsoft Dynamics 365, which have slowed in comparison to Oracle and SAP apps.
Bob Evans says that Microsoft needs to be more forthcoming and transparent about how it sees the role of AI and the cloud.
Bob Evans discusses his one-on-one conversation with ServiceNow CEO, Bill McDermott, which is part of the 2023 Cloud Wars CEO Outlook Series.
In this Cloud Wars Minute, Bob Evans which company is currently the #1 apps vendor – SAP or Salesforce – after comparing their Q4 and Q3 numbers, respectively.
Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.
In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.
While Microsoft’s overall cloud business grew at a slightly lower rate than a year ago, its numbers remain impressive as the first cloud provider to earn over $100B.
In his new Cloud Confidence Index, Bob Evans adds “a bit of analysis and perspective” into recent news around tech company layoffs.
Bob Evans offers his projections for the Q4 growth rates of the Cloud Wars Top 10 companies, which he expects will show strong, though reduced, growth.
Bob Evans looks at comments from Microsoft CEO Satya Nadella, who plans to make strategic investments in AI after laying off 10,000 employees.
After interviewing Oracle exec Clay Magouryk, Bob Evans lays out the breakthrough nature of the company’s cloud infrastructure platform.
In this Cloud Wars Minute, Bob Evans shares the salient points from his CEO Outlook Series conversation with Snowflake’s CEO, Frank Slootman.
Bob Evans looks at the reasons why he thinks Google Cloud’s soon-to-be-announced annual revenue growth will surpass that of Microsoft.
Bob Evans raises concerns around bold and grandiose statements made by the CEOs of OpenAI and Microsoft during their company partnership announcement this week.
In this CEO Outlook series preview, Bob Evans shares comments from chief executive Safra Catz, who explains why Oracle puts customers at the center of its universe.
Bob Evans details his CEO Outlook conversation with IBM’s chief executive, Arvind Krishna, who discusses his optimism over the deployment of AI and hybrid clouds.