Bob Evans details how Oracle is boosting its CapEx investment to about $10 billion to meet the surging demand for its cloud infrastructure services.
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Uber has decided to partner with both Oracle and Google Cloud to drive cloud-powered innovation and growth. Bob Evans shares CEO reactions from all companies.
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 notes the irony that “legacy companies” Oracle and SAP have the highest growth rates in the Cloud Wars Top 10. Google Cloud was close behind.
Bob Evans says SAP’s decision to sell its stake in Qualtrics will allow the company to fund the growth of its S/4HANA Cloud ERP business, which is facing intense competition from Oracle.
Bob Evans reviews the fiscal earnings for Microsoft’s second quarter. The company is the first cloud vendor to top $100 billion in annual revenue.
Alloy XYZ lets big Oracle cloud-infrastructure customers evolve into cloud providers offering industry-specific solutions to other businesses.
In this CEO Cloud Outlook Series analysis, Bob Evans looks at Oracle CEO Safra Catz’s recent comments, which highlight why customers are at the center of the company’s universe, as well as what they can expect from 2023.
Bob Evans looks at the new lineup for the Cloud Wars Top 10, offering his thoughts on the current positioning of each company.
There’ve been shake-ups in the Cloud Wars Top 10, including “legacy” vendors leapfrogging cloud natives. Bob Evans puts the changes in context.
Oracle continues to wildly outperform expectations, and Analyst Bob Evans dives into the reasons behind its success.
In a conversation with Bob Evans, Oracle CEO Safra Catz reflects on her journey with the company, including surviving the 2001 internet bubble, her transition to sole CEO, the challenges of the Covid-19 pandemic, and her rapport with Larry Ellison.
In this episode, Bob reveals the identity of the Cloud Wars CEO of the Year 2022 and previews his one-on-one interview with Catz to be published later today.
On the heels of Oracle’s dazzling 45% cloud-revenue growth rate last quarter, Bob predicts that Oracle later today will report that its red-hot cloud business remained in hypergrowth for the three months ended Nov. 30.
In this episode, Bob offers his predictions for Oracle’s second quarter fiscal results, which will be announced today.
In this video, John Siefert and Bob Evans sort through the various criteria and contenders for the Cloud Wars CEO of the Year spot, which will be announced on Tuesday, December 13th.
The Pentagon is using multiple cloud providers for a $9 billion contract. Bob breaks down the specifics and the significance of the deal.
The Pentagon has decided to follow a hybrid-cloud approach in what it calls the JEDI (Joint Enterprise Defense Infrastructure) contract, which is assigned to four Cloud Wars Top 10 companies.
In this Cloud Wars Expo Industry Cloud Battleground moment, Oracle execs John Rooney and Mike Sicilia outline some of the reasons why the company’s healthcare cloud is so popular with its customers.
Bob compares five-week market caps to illuminate how legacy cloud companies are getting ahead of cloud native companies in the Cloud Wars Top 10.