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.
To see more cloud content, including all recorded sessions from June’s live Cloud Wars Expo, please register here for your Cloud Wars Expo on-demand pass. The on-demand pass, which is included with your Acceleration Economy subscription, gives you access to approximately 40 hours of invaluable educational content from last month’s event.
