When Oracle announces Q3 earnings in March 2022, Bob expects we’ll hear some very surprising points of emphasis. Watch for his full preview.
Cloud Revenue
Bob shares some predictions and ideas about the forthcoming Q4 earnings results from Salesforce, Workday, and Snowflake.
Why I believe Salesforce, Snowflake & Workday will report powerful ongoing cloud growth numbers for their fiscal Q4 ended Jan. 31
Cloud revenue growth exploded across the Top 10 vendors in Q4, which conveys important truths about the present & future business world.
For the last 3 quarters, the growth rate for AWS jumped, and the company is now in hypergrowth range at 40%. How might Microsoft respond?
ServiceNow had a great quarter, as market forces are starting to support the company’s arc towards $15 billion in revenue.
On the recent Alphabet earnings call, CEO Sundar Pichai said that Google Cloud’s $1-billion deals increased 65% year over year.
The good news from SAP continues! We learned on its Q4 earnings call that the game-changing RISE with SAP program now has 1,000+ customers.
Microsoft D365 is the fastest growing set of enterprise apps. What does this mean for MSFT’s long-standing & productive partnership with SAP?
A set of eye-popping Q2 numbers that reveal the scale, depth and astonishing scope of growth for Microsoft under CEO Satya Nadella.
As Microsoft releases fiscal-Q2 earnings, CEO Satya Nadella declares intention to “help people reimagine everyday work and life.”
Microsoft is closing out 2021 with cloud revenue that should reach $22 billion for Q4 and $80 billion for the calendar year.
In Q4, who’s the hottest cloud vendor of them all? Can AWS best Microsoft in growth for another quarter? Let’s peer into the crystal ball.
The Cloud Wars Top 10 vendors saw their combined market cap valuations soar by almost $5 trillion in the 5 years since January 2017.
Watch to hear Bob Evans’ predictions for each Cloud Wars Top 10 vendor’s calendar 2022 cloud revenue total and growth rate.
From #1 Microsoft at $80 billion to #10 IBM at $26 billion, Bob Evans shares his projections for the Top 10 vendors’ cloud revenue totals for calendar 2021.
In last week’s fiscal-Q2 earnings call, we got a preview of Larry Ellison’s plan for Oracle building a massive cloud ERP business.
Two keys: thousands of Oracle ERP customers are moving to the cloud + Fusion ERP applications are merging with industry-specific capabilities
On its Q2 earnings call, Oracle shared some massive numbers around the company’s Fusion apps and a renewed focus on Industry Cloud.
In light of Oracle’s Q2 performance, can a case be made that Oracle is an even hotter cloud provider than Google Cloud?