Google Cloud has a narrow lead on the Cloud Wars growth chart; Microsoft’s growth is remarkable; and the GenAI Revolution continues to impact the top cloud vendors.
Cloud Revenue
Larry Ellison and Safra Catz of Oracle express confidence in the cloud business, citing robust growth and high demand for Oracle Cloud Infrastructure (OCI) among other factors.
SAP anticipates a 24% increase in Q4 cloud revenue, reaching $4.58 billion, with CEO Christian Klein attributing the ongoing success to the RISE go-to-market program.
A look at SAP’s present and future cloud outlook: insights from CEO Christian Klein and a projection of $23.4 billion in cloud revenue by 2025.
Q3 results show Microsoft, Google Cloud, and AWS have unique responses to evolving market dynamics, along with insight into the potential disruptor, Oracle.
Google Cloud’s Q3 performance – a 22% growth rate – represents a decline from the previous quarters, specifically from 28% in Q2.
Microsoft maintains strong growth, AWS faces challenges, and Oracle surprises with remarkable growth.
An update on the growth trends of top cloud companies, categorizing them into four groups based on their revenue growth rates.
Oracle remains fast-growing with an anticipated Q1 cloud revenue growth of at least 29%, even without the boost from its Cerner acquisition.
Projected growth rates for the Cloud Wars Top 10 companies in 2023 showcase the sector’s resilience and rapid expansion.
Google Cloud and Microsoft’s impressive Q2 growth rates suggest that AWS needs to turn up the heat to keep up in the Cloud Wars.
With its RISE with SAP program as a central force of customer innovation, SAP continues to deliver impressive cloud growth.
Bob Evans shares his expectations for Microsoft’s Q4 earnings, in which he predicts Microsoft Cloud revenue will exceed $30 billion.
Bob Evans predicts that the generative AI revolution will drive a $30 billion Q4 in cloud revenue for Microsoft.
Bob Evans previews the Q2 earnings results of SAP under CEO Christian Klein, as we approach its July 20 release date.
Bob Evans discusses the upcoming release of SAP’s Q2 earnings results and cites five metrics that suggest that the results will be powerful.
Based on its recent growth rates and ambitious outlook for the future, Oracle has earned a spot in the “hyperscaler club,” alongside Microsoft, AWS, and Google Cloud.
Bob Evans offers five reasons for Oracle’s massive growth surge, which include the company’s technological superiority and leaders Safra Catz and Larry Ellison.
Bob Evans shares five key reasons that influenced Oracle’s surge in cloud growth in its most recent quarter.
Bob Evans breaks down the latest changes to the Cloud Wars Top 10 ranking, in which ServiceNow, Workday, and Google Cloud moved up.