Larry Ellison commented on a few topics as he made a surprise Zoom appearance at the Oracle Analyst Summit last month.
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Bob Evans offers cloud growth guidance for several of the Cloud Wars Top 10 companies, with Oracle, ServiceNow, and SAP being “most bullish.”
Oracle’s CEO Safra Catz suggests that Oracle’s booming cloud business will grow 50% in the next quarter, after seeing 45% growth in Q3.
Oracle CEO Safra Catz projects 50% growth in cloud revenue in the next quarter, enabling the company to continue down the path of being the fastest-growing cloud provider.
Oracle’s cloud revenue for Q3 grew by 45%, making it the only company in the Cloud Wars Top 10 to achieve that upward trajectory during economic uncertainty.
Oracle, SAP, and Google Cloud are the fastest-growing major cloud vendors in the world, explains Bob Evans, who reports Q4 earnings for the Top 10 companies.
Oracle, SAP, and Google Cloud have proven to be the fastest-growing major cloud providers in the world, explains Bob Evans in reviewing Q4 results.
Bob Evans reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.
Uber’s deals with Oracle and Google Cloud are a bellwether, signaling that many companies will end up embracing multi-cloud rather than having their own data centers.
Bob Evans details how Oracle is boosting its CapEx investment to about $10 billion to meet the surging demand for its cloud infrastructure services.
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.