HPE touts the critical value of hybrid cloud for customers. C3 AI shifts to consumption-based pricing. MongoDB sees robust demand.

Financial services has brought in $1 billion in revenue at Workday, as the company continues its focus on industry-specific solutions.

Bob dives into the second quarter performance of three Cloud Wars heavy hitters, with an emphasis on how their CEOs are investing in modern cloud technology.

Dell says customer demand is shifting, but Infrastructure-as-a-Service meets their needs; cites deflation and strong supply chain execution.

AWS has surpassed Microsoft and Google Cloud in claiming the majority of Snowflake customers who use its data cloud solutions.

In today’s Cloud Wars Minute, Bob seeks an explanation for why AWS has captured 80% of Snowflake customer partnerships, dwarfing the efforts of cloud competitors.

Zoom’s Q2 results were a mixed bag: missed revenue forecast and lowered full-year outlook based on macro factors. Profitability was a plus.

In Cloud Wars Horizon Minute, Ep. 35, Tom Smith touches on the financial results recently reported by Zoom Video Communications.

Wayne and Bob cover Microsoft’s commitment to lowering cloud customer costs and the need for boards and C-suites to accept WFH.

Cisco says customers are building ‘massively scalable’ clouds that will boost its business. Aggressive supply chain moves pay off.

In Cloud Wars Horizon Minute, Ep. 34, Tom Smith discusses how aggressive supply chain measures helped Cisco boost results in its most recent quarter.

Walmart’s financial results, and commentary by executives on its earnings call, show progress toward working through its inventory problem. That could be a positive indicator for retailers.

Are the results of Walmart, and its success at inventory reduction, a sign of better things to come? It may be too soon to tell, but, as Tom Smith points out in Cloud Wars Horizon Minute, Ep. 33, they point the way to better performance.

With open source at the core of modern technology, abilities to identify and remediate vulnerabilities are becoming increasingly critical.

Analysts Kenny Mullican and Wayne Sadin and LinkedIn’s Sudha Ranganathan on establishing trust and communication in the distributed workplace.

While some experts will howl that the company’s growth rate is down 2% from Q1, Bob Evans thinks that Co-CEOs Marc Benioff and Bret Taylor will describe their second quarter with positive terminology. Here’s why.

In this Cloud Wars Expo News Desk, Eric Washer and Indy Bains discuss Workday co-innovation in secure, purpose-built cloud solutions.

Celonis occupies a unique position in the software industry: It doesn’t manage core business functions like an ERP system, yet it delivers an outsized financial impact for its customers.

In their respective quarterly earnings calls last week, both companies clearly emphasized the growing tendency among customers to make larger and more enduring commitments to the cloud.

In this Cloud Wars Minute, Bob reviews the two companies’ recent Q2 earnings calls, which demonstrate how cloud infrastructure is becoming the preferred IT architecture.