Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
For timely insights from Cloud Wars Founder Bob Evans and a roster of leading CXOs on the hows and whys of sustainability’s impact on business processes and profits, please join us for the Acceleration Economy Sustainability Impact Digital Summit on January 26, 2023. Register today for your free streaming pass here.
In this Cloud Wars Minute, Bob Evans offers his predictions for the Q4 growth rates for the Cloud Wars Top 10 companies.
Highlights
00:32 — Over the next 10 days, six of the Cloud Wars Top 10 companies will be reporting growth results for the quarter that ended December 31. Bob offers some projections on where he sees these numbers coming in. Overall, he senses more strong growth.
01:05 — Bob’s projections for the Top 10 companies’ growth rates, based in U.S. dollars, are:
| Cloud Wars Top 10 Rank | Company | Growth Projection | Release Date of Results |
|---|---|---|---|
| #1 | Microsoft | 22% | January 24 |
| #2 | Amazon | 24% | February 2 |
| #3 | Google Cloud | 31% | February 2 |
| #5 | SAP | 32% | January 26 |
| #7 | IBM | 21% | January 25 |
| #10 | ServiceNow | 23% | January 25 |
00:32 — Over the next 10 days, six of the Cloud Wars Top 10 companies will be reporting growth results for the quarter that ended December 31. Bob offers some projections on where he sees these numbers coming in. Overall, he senses more strong growth.
01:05 — Bob’s projections for the Top 10 companies’ growth rates, based in U.S. dollars, are:
02:41 — Late last week, when Microsoft disclosed it will be laying off 10,000 employees, the company’s CEO Satya Nadella explained how Microsoft needs to reset its cost structure to match its revenue and customer demand. Despite these layoffs, the company will be hiring in other areas. Bob thinks this will be true across all of the Cloud Wars Top 10 companies.
03:44 — The cloud growth rates are moderating — the rate of growth is not as steep, but Bob feels this is a “remarkably healthy group.” Any industry that can have its leading companies disclose these sorts of growth rates is in pretty good shape.
To see more Cloud Wars content, including all recorded sessions from 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.
